Goal planning:

At Leads360, we found it was easiest to begin with daily goals, which were much more tangible and doable than goals that were further out.  It didn't take long for the team to get excited and appreciate this, which made it easy to move to month plans.  I exposed them to the month plans idea about two weeks into it...and they started working on them about 3 weeks in.  We used the first week of December to rally to finish them.

As we, as a company, get more clarity around our goals in Q1 and 08, we can look further out with the guys.

Start with the present before moving into the future:

- First start with daily goals (if you can only get 3-5 things done today, what would they be?)

- Then move to weekly or monthly

- Next: quarter/year

- And life

Planning Templates:

V2MOM

Purpose

Design Values

Projects

Milestones/Metrics