New leaders have a tough job. Not only do they have the technical aspects of their role to master, but they also have to master the craft of leading people.

Why this Tool is Useful

One of the biggest mistakes we see organisations make when promoting someone from an operational to a leadership role, is that they don’t give them sufficient training in planning. They are so often given their objectives for the year and a team and some resources, then left to fend for themselves.

The solution is team-based planning, and the key to doing this successfully is to have a proven process. This episode can help bridge that gap.

How to Use This Tool

Listen to the audio below or watch the video above as we walk you through the planning process we’ve just been through ourselves. Any time is a good time to plan, especially if you don’t have one already, and most new leaders should think of doing this on a quarterly or six-monthly basis, at least until they have the confidence to plan over a longer period of time.

Enjoy, and make use of the template that you can download below.

Audio - Team-Based Planning

The Ten-Step Team-Based Planning Framework

[00:26] The 10-Step Team-Based Planning Framework
[03:32] Step One - Situation Analysis
[07:03] Step Two - SWOT - Strengths, Weaknesses, Opportunities, Threats
[09:43] Step Three - Stakeholder Analysis
[11:46] Step Four - Team Purpose
[14:45] Step Five - Team Values
[18:11] Step Six - Setting Objectives
[22:06] Step Seven - Resources and Support
[23:38] Step Eight - Reviewing or Shoring Up the Plan
[26:06] Step Nine - Create a Timeline
[27:21] Step Ten - Monitoring and Following Up
[29:39] Keeping the Plan Alive

Team-Based Planning Toolkit