Planning Call Prep

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Welcome

Thanks for taking a few moments to respond to these questions in preparation for our planning call. I promise that doing so will help the call more focused and productive.

Planning

Please respond to each of the following in as much detail as appropriate.
Who has gone “above and beyond” in the last 4 weeks? How specifically?
Describe the change in operations, behavior, or culture that you would most like to observe within the next 6 months. How can we objectively measure progress towards this change?

Rank Priority

In each of the areas below, please rank the needs of the group over the next 6 months by this scale:

  • Q1: Important and Urgent
  • Q2: Important and Non-Urgent
  • Q3: Unimportant and Non-Urgent
  • Q4: Unimportant and Non-Urgent
Q1Q2Q3Q4
Q1Q2Q3Q4
Q1Q2Q3Q4
List as bullet points any factors to be part of a win-win outcome for our upcoming discussion. Be sure to include input from key leaders you’ve contacted for their ideas.
Please include any additional circumstances or factors to take into consideration.