90-Day Planning Webinar: Create Your Actionable Plan for Q2 2024

Kickstart your second quarter with a clear, actionable plan tailored to drive your business forward! In this 90-Day Planning Webinar, you’ll work alongside Russell Cummings, a leading Australian business coach, to develop a personalised, strategic plan for Q2 2024 that you can implement immediately.

1. Transform your Business: Q2 90 Day Planning Workshop  Online Workshop | October 2024 www.shifft.com.au

2. “ A goal without a plan is just a wish.” Antoine de Saint- Exupéry

3. Agenda Key Concepts Reflect on your AOP The 90 Day NOW The 90 Day WHERE The 90 Day HOW BONUS: Improve Your Productivity Next Steps

4. We have provided you with a workbook: A Workshop Manual – for you to work on today – editable or printable. So you will need to work out how you can organise your online workspace to allow that to happen. You can also just make notes! Workbook

5. Key Concepts

6. WHERE will we be in the future? HOW do we get there? Strategic Planning Business Plan Now – Where – How

7. Must - Should - Could

8. Why Cascade to 90 Days?

9. Reflect on your Annual Plan ”AOP” = Annual Operating Plan

10. Build your 90 Day Plan Set the tone for Q2 2024

11. The NOW Where are we now?

12. Prework We asked you to: Complete some Diagnostics Do a quick Assessment

13. EXERCISE: NOW Summary Review your Prework Make some notes and summarise the issues that you need to address in the coming 90 Days. How important is it that you address these issues? What are the MUST DO’s? Top 3 issues?

14. DISCUSSION In groups of 2 or 3: Briefly Introduce yourself and your business (less than 1 minute) Discuss your key issues Highlight the Must Do’s and Why they are important Take turns. Share only information that you are comfortable sharing

15. The Key Issues Update your 90 Day Plan with your Key Issues

16. The WHERE Where are we headed?

17. Set some Goals What are your big picture Goals for the next year? What is your sales target? How much profit/income do you want to make? How many new clients do you want? How much product do you want to sell? What price? What are the Key Measures for each Goal? (there may be multiple) For example: Sales – could be measured by Sales $, Sales in new markets $, Sales $/unit, etc. For each Key measure, what is your Annual target? And What is the target for the next 90 Days?

18. Map your Goals Update your 90 Day Plan with your Goals, Measures and Targets

19. Finalise the WHERE Define a “Theme” for the 90 Days e.g. Growth, Consolidation, etc. Define a Celebration or Reward for hitting your target e.g. New Maserati, Dinner out, Spa Day, etc

20. DISCUSSION In groups of 2 or 3: Briefly Introduce yourself and your business (less than 1 minute) Discuss Theme and Celebration for the Quarter Highlight any goals that you are willing to share. Take turns. REMEMBER: Share only information that you are comfortable sharing

21. The HOW Where the rubber hits the road

22. Set some Big Rocks What is a Big Rock? A Big Rock is a powerful metaphor, shaping the way individuals and businesses approach their objectives. Coined by Stephen Covey in his seminal work "The 7 Habits of Highly Effective People," the term draws inspiration from a visual metaphor that underscores the importance of prioritisation in achieving meaningful goals. In Covey's metaphor, a large container represents our time, resources, and attention. The 'Big Rocks' symbolise the most critical and strategic goals we aim to achieve. The metaphor gains depth as Covey introduces the notion of adding smaller elements like gravel, sand, and water to the container. The key insight is that to ensure the Big Rocks fit, they must be placed first—highlighting the significance of prioritising major goals before addressing lesser, more routine tasks.

23. Typical Big Rock Areas Potential Big Rock Categories: Marketing & Sales Operational Efficiency People and Management Finance and Infrastructure Your Plan should include 2 additional elements: What are you going to do to improve yourself and/or your Team? Add them as a Big Rock e.g. Build my Leadership Skills

24. Your Big Rocks Add Big Rocks from AOP to your Q2 Plan

25. EXERCISE: Develop Your Big Rocks Develop 2 to 4 Big Rocks -  "large actions" required to move you from NOW to WHERE.  Use the potential categories as a Guide: Marketing & Sales Operational Efficiency People and Management Personal Growth and Development  OPTIONAL Finance and Infrastructure EXAMPLES: Grow our business in SEQ Improve our productivity Engage the Team Grow my Leadership Skills OPTIONAL: Upgrade our IT and Systems

26. Strategic 90 Day Actions

27. From your AOP add the 90 Day Strategic Actions If you have an existing AOP, then we can copy all necessary details in one go! Look down the “When” column and note any item with a Q2 tag For this item copy the Strategic Action and place against the appropriate Big Rock. Review and add any new or rollover Strategic Actions from the previous 90 Days.

28. Your Big Rocks Copy 90 Day Strategic Actions from AOP to your Q2 Plan

29. Add 90 Day Strategic Actions that weren’t completed in previous plans

30. EXERCISE: Develop Your Strategic Actions For each Big Rock define the 2-3x Strategic Actions required to deliver elements of the Big Rocks in the next 90 Days EXAMPLE: Big Rock: 1. Grow Revenue 90 Day Strategies: 1.2.1. Launch Product X on Amazon

31. EXERCISE: Develop the Actions For each 90 Day Strategic Action, develop 2-3 Actions to focus delivery of this outcome in the next 3 months. Define: WHO? Who is responsible for ensuring the task is complete WHEN? When will we start this task? M1, M2, M3 or OCT, NOVE, DEC, EXAMPLE: 1.2.1. Launch Product X on Amazon 1.2.1.1. Set up Amazon site page – Bob – M2 1.2.1.2. Create Product Landing Page – Mary – M1

32. Add your Actions

33. The Final Draft Plan

34. EXERCISE: Stop, Prop and Reflect Take 3 minutes to reflect on your Plan ASK: Is it achievable? Will the Actions enable us to meet 80% of our Objectives? What is missing? What should be eliminated? What are the MUST DO’s?

35. DISCUSSION: The MUST DO’s In small groups, discuss your Big Rocks and the MUST DO’s Share only what you are comfortable sharing

36. Productivity Improvement Focused Execution

37. Focus What are you working on?

38. Discipline Stay on track

39. Control Own the environment

40. Managing Activities The Must Should Could framework

41. Productivity for Teams A Simple Model: Create a list of all the tasks you need to do to complete a Project Set a ”scrum cycle” e.g. Week, fortnight, month Decide on the Tasks you will complete in the next cycle Have daily team meetings to discuss: What did you do yesterday that moved you towards the goal? What will you do today that will move you toward your goal? What is getting in the way of you achieving your goal?

42. Scrum for Individuals What is the list of tasks you must do in the next 90 days, Month, Week? For example: If you need to get certain activities completed in the next Month to achieve your 90 Day Plan, what are they? What are the Weekly tasks you ”must do” to meet your Monthly Plan? What MUST you do today I you are to achieve this Week’s Plan?

43. Must Should Could A simple tool for managing priorities

44. MSC – How we use it? Apply the tool at monthly, weekly and daily levels. Look at the tasks you need to complete – your list Determine the MUST DO tasks Allocate other tasks to SHOULD and COULD Complete the Musts then move onto the Shoulds RULES OF ENGAGEMENT: MUST – Tasks that are mission critical and within your control SHOULD – Important Tasks that are not Mission Critical COULD – All other tasks You shouldn’t have any more than 2 or 3 MUST DO’s in a day unless they are very small and quick to complete. MUST DO’s are tasks to be done that are in addition to Business As Usual and will cascade from your higher order plans.

45. MSC – Why does it work? In every day, there are lots of tasks that could be done but there are very few that must be done. As as managers and leaders, we often load our day with many tasks that increase our busyness, not our productivity. We often focus on the tasks we were preferred to get done, rather than the tasks we must get done. When we are time poor, we often focus on completing smaller tasks that we know we can get done, rather than breaking our bigger task down in bite-size chunks that we can work on. As a result, we often spend days working on “ shoulds ” and “ coulds ” rather than “musts”. We often have a task list that includes 10-20 tasks to be done in a day when only 2 or 3 of them are musts . This sets us up for failure and has a cumulative effect on morale and motivation. It involves changing your language/self-talk to be focused on “what must you deliver?” as opposed to “what are you working on?”

46. Description MUST SHOULD COULD Big Rock #1 Big Rock #2 Big Rock #3 Big Rock #4 Review my Monthly Plan, Task List and Diary For each Big Rock (Goal/Project) define Must-Should-Could Tasks Stop, Prop and Reflect – be rigorous My Weekly Plan

47. My Daily Plan Review the Weekly Plan and your Diary What are the Tasks you Must-Should-Could do today? Estimate the amount of time required to complete the MUST tasks. NOTE: I exclude operational/BAU tasks that must get done for that day from MSC list. Look at my calendar for that day that includes meetings, calls, etc and timeblock my MUST tasks into the day. Stop Prop and Reflect – is it achievable? If you day is fully booked – is that reasonable? Reflect on your day. Did you get your must do tasks completed?

48. EXERCISE: Plan tomorrow Take 5 minutes to reflect on your plan for tomorrow. Assess your task list, diary and plans Identify 2-3 MUST DO activities and allocate them in your diary What are the SHOULD DO activities? Everything else is a COULD Reflect on your Plan – where could it fall off the rails? What changes do you need to make? Discuss with your neighbour. What changes do you need to make so you implement this system?

49. SPECIAL OFFER! 90 Day Productivity Journal Cascade your plans from 90 Days to Daily Plans for the next 90 Days. Templates for each plan, structured review pages, productivity resources and articles, 25 supporting videos. 328 A5 pages, soft copy, dated Available on Amazon.com.au for delivery direct to you https://amzn.asia/d/g2sxT0E

50. The Final Q2 Plan

51. Add to the AOP and 90 Day Templates Build your AOP and cascading 90 Day Plan for the next quarter.

52. Reflect In 3 days’ time, pull out your Plan and see if it still makes sense If not, refine, edit, delete, add and/or modify Send me a copy and I’ll give you some feedback

53. Cascade your Plan from 90 Days to monthly to weekly to daily plans Use Must Should Could and Time Blocking Focus on Outcomes not activity Cascade Your Plans

54. SPECIAL OFFER! 90 Day Productivity Journal Cascade your plans from 90 Days to Daily Plans for the next 90 Days. Templates for each plan, structured review pages, productivity resources and articles, 25 supporting videos. 328 A5 pages, soft copy, dated Available on Amazon.com.au for delivery direct to you https://amzn.asia/d/g2sxT0E

55. Resources We will post these resources on the Shifft site and send you a link. Recording, PPT slides, Workbook links, resources and videos and a link to the Productivity Journal. There are lots of free resources on the Shifft site ( www.shifft.com.au ) Contact me if you have any questions.

56. Coaching Support I am also taking on new coaching clients so if you want a safe pair of hands to guide on your Growth Journey then book a call. I only work with dynamic businesses looking to grow My coaching support involves: 121 Coaching F2F or via Zoom - no group coaching calls Initial Planning Session to develop your Annual Plan and 90 Day Plan -usually 2-3 hours duration Coaching Meetings : 1-2x meetings per month (1-2 hours duration) Weekly Accountability Calls : 1x 15 min call each week to set up your week and to help you maintain momentum Adhoc meetings or calls , as required Resource Centre Access – 150 videos, 25 online Training Courses, dedicated coaching platform All services are fixed price monthly retainers for a minimum of 12 months. No lock in contracts. I aim for a 10x ROI for you in working with me. If you are keen to take your business to the next level then contact me to book a call and see if we are a good fit.

57. Thank You Russell Cummings Business Consultant M: 0414 929 585 W: www.shifft.com.au E: [email protected]