K7 Leadership Free printable for business owners
Put the plan on paper. Give each priority one owner.
I use annual planning to turn the team's brutal facts into objectives for the year. The quarterly is where you choose the next quarter's work. This two-page PDF gives you a place to write both down.
Print it for your leadership team. Use the first page to record the year's decisions, then bring a fresh copy of the second page to each quarterly.
Start with the brutal facts your leaders brought to the room. Leave them on the wall through day one. On day two, combine the notes that say the same thing and sort them into groups.
The sheet starts with Sales, Ops, Data and People, the groups one client's team landed on. Rename them to fit your wall.
Turn each group into an objective for the year with a finish line you can check in December. Record the year's priorities with one owner and a target quarter each. Set detailed first-quarter priorities now. Choose later quarters' work at each quarterly.
Good ideas that missed the cut go in the box. Agree out loud to ignore them until the next planning session. Otherwise they're still competing with the plan.
Put all four quarterly meetings and next year's annual on everyone's calendar before anyone leaves. Walk the budget against the decisions and have every leader sign it. Keep that signed budget with this sheet.
The quarterly planning template has a grid for each priority, its owner, what done looks like, and the due date. Spread the work across the leadership team.
Take the priorities and scorecard into the weekly leadership meeting. Check actual spending against the signed budget every month.
Before you write your own brutal facts, take the 30-day test. Use the situations that still need you as your starting list.
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Two US Letter pages. Print a fresh quarterly sheet each quarter.