2023 Annual Planning Process: Brainstorming 20 Ways to Beat the Annual Targets
We were working on a CEO's plan for the next year when I noticed his team fidgeting and looking uncomfortable during our planning session...
Read MoreWe were working on a CEO's plan for the next year when I noticed his team fidgeting and looking uncomfortable during our planning session...
Read MoreIt’s time to slow down and develop a world-class team execution plan for next year. When we don’t slow down to plan our execution, our..
Read MoreTopics: Annual & Quarterly Planning, Accountable Leaders & Teams
A new quarter is starting. It is time to discuss, prioritize and choose your top priorities for the new quarter. How do you do this? How do..
Read MoreWhat should you do if you cannot seem to come up with enough sales opportunities to hit the revenue target for next year? This scenario..
Topics: Annual & Quarterly Planning
It is easy to confuse your strategy and your 3-year strategic plan. I have seen somany leaders tell me that they have a great strategy...
Read MoreTopics: Strategies for Growth, Annual & Quarterly Planning, Strategy Execution
It’s that time of year again when executives are thinking about their annual plan and asking themselves, “where do I start?” A lot of..
Read MoreTopics: Annual & Quarterly Planning
Every quarter is a thirteen-week race. It goes by fast. Before you know it, the quarter is over. And then the year is over. You are left..
Not all customers are created equal. Some are more equal than others. We refer to these as our Core Customers. Core Customers are the..
We are proud to announce that Retail TouchPoints recently featured two of our long-time clients, Simms Fishing Products, and luxury..
Read MoreTopics: Annual & Quarterly Planning, Accountable Leaders & Teams
It’s time to plan your fourth quarter and finish the year strong! One of the reasons plans fail is due to poorly defined goals and..
Read MoreDuring Q4, many companies begin to think and plan for the next year. To gain insight into the process and importance of planning for the..
Read MoreTopics: Annual & Quarterly Planning
A new quarter is upon us. It is time to learn from the quarter that just ended and develop a killer plan to end the year strong. I believe..
Read MoreTopics: Annual & Quarterly Planning
Many companies begin their annual planning process by first creating their annual budget. Then they bring the budget to their annual..
Read MoreTopics: Annual & Quarterly Planning
Steve Jobs died a year ago today. Apple honors Steve on their home page www.apple.com today with a video tribute. I wrote a post earlier..
Topics: Annual & Quarterly Planning
Some of you asked questions on Patrick's most recent webcast "Is Your Annual Plan Helping You Double Your Business? We took the ones we..
Topics: Annual & Quarterly Planning
It’s time to slow down and develop a world class execution plan for next year. When we don’t slow down to plan our execution, our teams..
Read MoreTopics: Annual & Quarterly Planning, Accountable Leaders & Teams
It is important to have winning strategies that drive your annual plan. Don't just focus on revenues and profit and growth. Also focus..
Topics: Strategies for Growth, Annual & Quarterly Planning, KPIs & Dashboards, Strategy Execution
How do you prepare for your annual planning session? How do you get the best data and insights to maximize the outcome of your planning..
Simms Fishing is an amazing company with a truly inspiring year ahead of them. Their uncompromising desire to put out the highest quality..
Topics: Annual & Quarterly Planning
Not all customers are created equal. Some are more equal than others. We refer to these as our Core Customers. Core Customers are the..
Great companies first win on the basics, then they wow you with something special. And that’s the cherry on top! But if you don’t first..
We are getting into Q4. It is a good time to begin thinking about what the plan for the next year is going to be. Consider how you will..
Topics: Annual & Quarterly Planning, Strategy Execution, Accountable Leaders & Teams
So, it's annual planning time, and your folks are getting together for the much anticipated planning session. The meeting begins, and we..
Topics: Annual & Quarterly Planning
What should you do if you cannot seem to come up with enough sales opportunities to hit the revenue target for next year?
Topics: Annual & Quarterly Planning
It’s that time of year again when executives are thinking about their annual plan and asking themselves, “where do I start?” A lot of..
Read MoreTopics: Annual & Quarterly Planning
If you are like many of our clients, you are not starving for opportunities. Instead, you have too many. And, as you think about your..
Topics: Annual & Quarterly Planning
John Maxwell's Law #1 is the Law of the Leadership Lid (in his book "The 21 Irrefutable Laws of Leadership"). This law states that a..
Topics: Annual & Quarterly Planning, Strategy Execution, Accountable Leaders & Teams
What is your approach to developing your execution plan for next year? Some companies will first develop their budgets and financial..
Topics: Annual & Quarterly Planning
I recently facilitated an annual planning session for a client. During our debrief after the session, the team shared that it was one of..
Read MoreTopics: Annual & Quarterly Planning
I visited Disney World 30 years ago when Epcot was new. I was still in college and was traveling with a couple of friends. The Disney..
As you think about 2013 and plan for a great year, learn from the greatest business decisions of all time. After all, your company is a..
Topics: Annual & Quarterly Planning, Accountable Leaders & Teams
Topics: Annual & Quarterly Planning
It is easy to confuse your strategy and your strategic plan. I have seen so many leaders tell me that they have a strategy. Yet, when..
Topics: Strategies for Growth, Annual & Quarterly Planning, Strategy Execution
Jim Collins talks about the 20 mile march in chapter 4 of his book "Great By Choice". If you have not read this book yet, you should...
Develop an execution ready plan for your quarter, each and every quarter! This will help you to have a successful quarter each and every..
Read MoreTopics: Annual & Quarterly Planning
It is important to have winning strategies that drive your annual plan. Don't just focus on revenues and profit and growth. Also focus..
I recently facilitated an annual planning session for a client. During our debrief after the session, the team shared that it was one of..
Read MoreTopics: Annual & Quarterly Planning
Many CEOs I work with struggle with this same issue, and some don’t even know that they have a challenge. They present an idea to their..
Read MoreTopics: Annual & Quarterly Planning, Effective Meetings, Accountable Leaders & Teams
CEO Mike Praeger just kicked off AvidXchange’s 15th year in business. They celebrated their explosive growth over the last few years and..
Read MoreTopics: Annual & Quarterly Planning
I recently facilitated a client’s quarterly planning session. They really do a great job, having the discipline to spend two days planning..
Read MoreAre you ready for weeks 4, 5 and 6? With more than 100,000+ priorities planned and executed in Rhythm, we’ve begun to apply Rhythm research..
Read MoreThe quarterly planning session is a very expensive session. You've got your executive team out of the field for one to two days working..
Read MoreTopics: Annual & Quarterly Planning
Topics: Annual & Quarterly Planning
We are almost done with the first half of the quarter. You have a 13-Week Race. How are you doing? Do you have big projects that are..
Read MoreTopics: Annual & Quarterly Planning
Most people think of “listening” as a leadership skill. Leaders need to listen to their people. Yes, it is a leadership skill. And it is..
Read MoreTopics: Annual & Quarterly Planning, Accountable Leaders & Teams
Every quarter is a 13 Week Race. Most of us have priorities to deliver and KPIs (Key Performance Indicators) to measure our progress. If..
Read MoreEvery quarter is made up of 13 weeks. To be successful, run it like a 13-Week Race. So how is your 13-Week Race coming along? We are about..
Great companies first win on the basics, then they wow you with something special. And that’s the cherry on top! But if you don’t first..
How do you prepare for your annual planning session? How do you get the best data and insights to maximize the outcome of your planning..
What is your approach to developing your execution plan for next year? Some companies will first develop their budgets and financial..
Topics: Annual & Quarterly Planning
Q1 is over. I like to think of every quarter as a 13 week race. The only way to have a great year is to have 4 great quarters, one at a..
"So Patrick... We built a great plan during our quarterly planning session. Now it's week 4, and I can already see that some priorities..
Topics: Annual & Quarterly Planning
Simms Fishing is an amazing company with a truly inspiring year ahead of them. Their uncompromising desire to put out the highest quality..
Topics: Annual & Quarterly Planning
So, it's annual planning time, and your folks are getting together for the much anticipated planning session. The meeting begins, and we..
Topics: Annual & Quarterly Planning
If you are like many of our clients, you are not starving for opportunities. Instead, you have too many. And, as you think about your..
Topics: Annual & Quarterly Planning
I visited Disney World 30 years ago when Epcot was new. I was still in college and was traveling with a couple of friends. The Disney..
Some of you asked questions on Patrick's most recent webcast "Is Your Annual Plan Helping You Double Your Business? We took the ones we..
Topics: Annual & Quarterly Planning
John Maxwell's Law #1 is the Law of the Leadership Lid (in his book "The 21 Irrefutable Laws of Leadership"). This law states that a..
Topics: Annual & Quarterly Planning, Strategy Execution, Accountable Leaders & Teams
Jim Collins talks about the 20 mile march in chapter 4 of his book "Great By Choice". If you have not read this book yet, you should...
Steve Jobs died a year ago today. Apple honors Steve on their home page www.apple.com today with a video tribute. I wrote a post earlier..
Topics: Annual & Quarterly Planning
We are getting into Q4. It is a good time to begin thinking about what the plan for the next year is going to be. Consider how you will..
Topics: Annual & Quarterly Planning, Strategy Execution, Accountable Leaders & Teams
As you think about 2013 and plan for a great year, learn from the greatest business decisions of all time. After all, your company is a..
Topics: Annual & Quarterly Planning, Accountable Leaders & Teams
Q2 has already started. We should all be off and running on our 13 week race. Strong business execution needs a good rhythm. I like to..
Topics: Annual & Quarterly Planning, Strategy Execution, Accountable Leaders & Teams
Topics: Strategies for Growth, Annual & Quarterly Planning, KPIs & Dashboards, Strategy Execution
Topics: Annual & Quarterly Planning
Topics: Strategies for Growth, Annual & Quarterly Planning, Strategy Execution
Topics: Strategies for Growth, Annual & Quarterly Planning, Strategy Execution
Topics: Strategies for Growth, Annual & Quarterly Planning, Accountable Leaders & Teams