The Blog

Progress Issue #2: Stalled quarter goals

Every fresh year or quarter comes with their very own set of ambitious goals. Deadlines set. Goals mapped. And yet you sit here, ignoring the half eaten Ben and Jerry’s, vday candy, or whatever your vice, beating yourself up for coming short of yet another goal. So off track. So much wasted time. Don’t even get started on money. And feeling like a horrible leader for your small but mighty team.

Look, you are not alone. I’ve been there, we all have. It’s demoralizing to feel the quarter sneaking up on you knowing full well you are going fall short of the ‘plan’. I totally understand how it feels to see those unmet goals sitting there and left wondering why you let the momentum slow down to a complete complete stop. Even with the best of intentions and elbow grease.  HOW and WHY did this happen?

One of my key analysis points when working with clients is to see how their benchmarks or milestones shape up to meeting their goals. The most common reason why isn’t that the goal was too big or off or dumb, but rather the steps to get there were not properly broken down into single, level actionable items and prioritized. 

This is a foundational principle into everything I teach and implement. We can’t have ‘launch a fill the in blank item’ without making sure every step into the progress is broken down, delegated, prioritized and (as much as possible) unlinked from depending on the progress of something else.

But listen carefully, this so different than a 75 point checklist. This is a real plan that is both adaptable and firm, because priorities are broken down creating a consistency and collaboration that isn’t found on any bulleted checklist.

Revamp in 3 super easy steps

STEP 1: Get everything down to an actionable, single level task

The to do’s are the problem! Many times (even with detailed operating procedures) we still attack recurring or special projects using a broad, generalized “to do list” vs. a set of detailed, prioritized actions.  When we operate from a detailed, single level task your team knows exactly what to do and when.  You are setting your operations up with a clear, transparent plan.

STEP 2: Unlink to do’s from depending on each other

Once you have your tasks broken down into single, actionable items you need a system that clearly defines each task along with independent subtasks. This allows your team members to work ahead, with each other, and be in front of deadlines.

STEP 3: Set your priorities and focus

Unlinking and getting those to do’s to task level is just 2/3 of mapping your next steps. The most important element to making your next steps count is to set out your priorities.

Much like shoving 30 days into 90, not having these key and crucial components prioritized into single level tasks are keeping you from consistent momentum towards your goals. 

Once you eliminate the ripple effect, you will see real progress towards your goals. You’ll also be able to see where things are coming together quicker, what needs more refinement or a second hand, and what part of the process needs a little more work.

If you have your ‘launch fill in the blank’ simple sitting there, not broken down or prioritized, and working on tasks in general terms you won’t be able to see how much is left to reach the goal or move the project to DONE!

If you find yourself in this scenario, then you need to refine and tweak your tasks and prioritization.  By taking one week to analyze the work done, the gaps that still exist, and the remaining items necessary you can get those goals back on track and get out of the stalled space.

Now if that has your wheels turning, you need to spend a little bit of time getting this just right. No better place to start than with Your Progress Gameplan. It’s an easy method to get your next 90 days broken down into a real gameplan! 

Progress Issue #1: Shoving 90 Days of Work into 30 Days

When you put those leggings on (sans spanx) do you ever feel like you’ve just shoved a few extra pounds into em? Like you’re a sausage about to bust out of the casing with one wrong move? You know the I-can’t-pick-that-penny-up-off-the-floor kind of move. Honey, you know you’ve been there a time or two. That Sara Blakely knows a thing or two.

I use this example a lot when I start working with clients, not because they need to look slimmer or anything, but because I normally step into a hot mess when it comes to forward planning. All too many times, I see an entire launch, reboot, or overhaul dog eared for one month. Just like when we are too ambitious with that Spring ensemble from last year- your project planning could undergoing the same stress.

Shoving 90 days of work into 30.

One wrong move. One missed deadline. One sequence you can’t nail. One flu away from total and complete disaster.

Oh snap.

That was the seam bustin’ wide open.

Asana just laughed in your face.

Wouldn’t it be refreshing to have that launch, reboot, revamp or whatever mini project planned for and broken down 90 days in advance. Wouldn’t it be a nice change to clear your regular ‘ole stuff out (like that pesky blog that remains unchecked) to make room for fresh white space for the mini project?

Wouldn’t you feel more in control and your team dialed in if you had all the ducks in a row?

That is absolutely possible!

What you need is a Gameplan and I’ve got the exact solution! Let’s get you setup with your own Progress Gameplan so you can plan your next 90 days with confidence and in ultimate planning style.

Instead of getting that busy-ness high from shoving 30 into 90 (FYI: busy-ness high- the false high from being unnecessarily busy). . . what if you learned to plan to get things done AND be adaptable at the same time?

By implementing the Progress System and the principles behind it you will feel more in control. Your team will feel more confident in their next steps. And in the end, you will have a higher quality product (and process) because you are planning in advance- yet being flexible to account for any bumps in the road.

So if the later sounds way better than that unfortunate pen drop at Target, then I think you need to check out my way of doing things.

You can start with a serious from the ground up overhaul. . . or you can start small. Thinking in terms of sprints, mapping your our next 30-60-90 day gameplan, and scheduling regular reviews to make sure you are tweaking and achieving #allthethings.

 

Launch Debrief Part II: Launch Debrief Results

We are right up in your launch business and looking under every nook and cranny to make next go round much easier. Last week we went over Launch Debrief Widgets, 3 areas and 12 points, we would analyze to improve our launch. Today, we are analyzing all 12 points and will quickly prioritize refinements and crucial areas of focus.

General Project Plan, including Pre-Live & LIVE strategy

Looking back at your calendar and dates, crossover work for Pre-live and Live, and functional areas and sprints. . . we are going to ask some important questions that help us with timing.

  1. Did we have enough prep time?
  2. Why did we have so many crossover tasks?
  3. What could we have been working on well before we entered the pre-live stage or live stage? Note: Its ok and normal to have regular tasks crossover in the beginning of the pre-live stage BUT it is my ultimate rule of thumb that once we enter LIVE launch stage (specifically that sprint) we only work on the live launch. It is an ‘all hands on deck’ sprint.
  4. What functional area took longer than expected? How many additional days or sprints did each functional area need?

FAQs How many sprints or time needed in pre-launch and live launch?

Typically the pre-live stage lasts 2-3 sprints (equivalent to 4 – 6 weeks), however this doesn’t necessarily include the audience priming if you are doing pre-sales or warming up your audience before open cart. It’s normal to have some regular task crossover at the beginning of the pre-live stage, but as you near last sprint of pre-live you want your team’s sole focus on be pre-live tasks. Rule of thumb is we carve out an entire sprint to LIVE launch stage because a 10-day cart period fits nice and tidy there. Even if you aren’t doing an open/close, the same perspective applies.

By tracking your sprints and functional time required, you will get better and better at assigning milestones and deadlines.

Team, Support, and Resource Management

The next set of questions will help you open your eyes to who’s doing what work and what’s getting done on time, as well as how to improve communication and collaboration within your team.

  1. Did my team know exactly what to work on when?
  2. Was each team member prepared to complete their piece of the pie?
  3. Were there any tasks or functional areas that needed to be split between two people?
  4. Did I/we have point of contact with each team member during the pre-live and live stage?
  5. Did the team discuss and collaborate during each stage?
  6. When could we have had better communication?
  7. Who did what and when? Was their progress impeded by a deadline missed or blurry responsibilities?
  8. Did we make it harder on ourselves by recreating the wheel? Where could we have repurposed existing content or frameworks?

FAQs: How much do you stay in contact with your team during pre-live and live launch stages?

In Pre-live sprints we normally have weekly checkins generated automatically in Slack, plus we are in constant contact with progress updates in project management software. During live launch stages, I strive to have daily checkins with each team member and at least 1 (if not 2) video calls to maintain ultimate collaboration. I love daily standups and it keeps us on task!

Tech

Chances are high, you know what tech worked or didn’t work- BUT we can always improve our tech support and training for launches.

  1. Do we have actual documented workflows and updated video walkthroughs on tech we use during launch?
  2. Are the listed tech platforms necessary? Are we using all the options or just a few of the features?Are there other alternatives?
  3. If there were workarounds, how can we fix them officially? Was it a necessity or a bandaid until we made it through?
  4. Did we give enough time to properly setup tech?
  5. Did we have enough testing time assigned?
  6. Do we have a running bug list?

FAQs: Who is responsible for tech setup and daily management/use? What kind of trainings does each team member need? What is a bug list?

While I don’t setup tech on a normal basis, I am very particular (as you should be too) on documenting workflows and video walkthroughs so IF I (or any other non-tech support needs to) knows what’s happening. This is especially crucial to tech used during launches because everyone is working together and that means tech is almost always involved. I also love and have newly implemented a running bug list that is beyond traditional website glitches but also platform and scenario specific.

Ok, phew! That was a lot of think about.

Critical Areas of Focus and Refinement Priorities

Now that you have asked yourself the hard questions. . . we need to focus on the most critical area to improve first!

Look over the 3 areas: General Plan, Team/Support/Resource Management, and Tech. What was the biggest pain in your behind that made this launch go awry? Was there an epicenter of things that started to fall off? That is where you start.

Once you’ve handled the critical areas of focus, you need to focus on refinement points. These things can be easy fixes or tasks that your team can collaborate on. It’s always a good idea to continue and break down your tasks into single level actionable tasks so that if one thing goes wild, you haven’t halted progress of an entire functional area. Doing this Launch Debrief right after launch and including your team in the collaboration helps because it is also fresh on their minds!

Launching is fun exciting and also a pain in the behind. Without this Launch Debrief, I can’t improve our operational strategy or the individual widgets that make all the things move.