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New Years Resolutions and the Weekly Roll Up

This is the time of year people think about New Years Resolutions. It is also a great time for the company to do the same.

On a personal basis I do an exercise called 60 Minutes to Clear Goals. A similar process works for a company also.

I have always published a list of goals for the company. I usually do 3-5 of them. I let everyone know what they are. I even call them New Years Resolutions at this time of year.

One management technique I have used is the weekly roll up report. Everyone in the company writes a weekly report that they send to their manager who can then take parts of to send to their supervisor who can then send to their manager etc.

One of the rules of the weekly report is there is a 24 line maximum to keep the information readable (too much information is the same as no information at all). This distillation roll up is a great way for managers to understand what is going on in the company.

It is a good idea to occasionally read the unfiltered versions from the lower levels in the organization to make sure the filtering is done appropriately.

Another line in the weekly report is "things I need from you (the manager)" This ensures people are getting the support they need to do their job well.

So how does this tie into New Years Resolutions or goals? I ask everyone in their weekly report to address what they have done to move the organization towards the stated goals (which is why I like to keep it to only 3-5 goals.)

It is powerful to have everyone know the goals and even more powerful to ask them what they have done to move them forward. It keeps people focused on the goals.

Good luck with your resolutions in 2010.

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Jan. 06 2010 09:00 AM | Posted by Jim Estill | Comments 2 posted | Categories Strategy -

Comments

Good idea to remind us to rethink year long goals and plans. Its easy to get caught up in the the daily work, and when you finally have a chance to come up for air you wonder where the year has gone. A simple start like 3-5 goals is easy to do. I think its also worthwhile to schedule a monthly or bi-monthly review to see if any have been realized. Now that I think about it, this sounds like an annual bucket list!

Jan. 06 2010 04:59 PM | Posted by
Winnipeg Advertising
 

I used to write a laundry list of goals for the year (and sometimes it seemed to work). However, option paralysis always seems to kick in very soon after getting the year under way.

I started following Zen Habits and Leo's approach to a simpler, more effective goal setting is something new I'm trying this year. Having a list of three major goals for the year, breaking it down to monthly goals, weekly goals and down to daily goals. But keeping it only to three goals per day. Each moving you towards the end goal for the year.

Thanks for the post, it's always great to see how others plan the year ahead!

Jan. 10 2010 10:06 PM | Posted by
Ernest Barbaric
 
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