The Problem

Each member of the customer facing team should know at the end of each week if they had a good week or not.  Random meetings, ad hoc report requests, conference calls, and emails create havoc and destroy productivity levels.


The Solution


  • Hierarchy of objectives
  • Stoplight report
  • Daily huddle
  • Weekly meeting
  • Monthly alignment sessions
  • Quarterly business reviews
  • Annual operating plan process
  • Multi-year strategic planning process


Next, find out more about Phase 7: Timeline.