The third rule of planning

For the third amazing rule, it is important that you complete the previous year. For 2012, a powerful completion processes will allow you to put 2011 behind you. This is important for the organization to distinguish that indeed there was a 2011 and what happened during that year.

At the very first session of the planning process, the past goes into the past. How we typically do this is that information about 2011 goes up on flip charts. The group puts items into a number of categories such as “breakdowns for the year, breakthroughs, fiascoes, disappointments, accomplishments,” and the like.

One of the great aspects of this exercise is that employees get to review all the work that got done during the past 12 months. It also brings completion to the year. One season completes and the next season opens up. I love this metaphor. Excuse me while I get a little weepy. What aspects of 2011 are we talking into 2012? What aspects are we leaving behind ? It’s all included on the flip charts.

As a grand finale, participants stand up and say farewell to 2011. Tears flow, not. Hugs and sobbing ensues, not. The planning team then greets 2012 with cheers, hand-clapping, hurrahs and gales of laughter. Very emotional this is, not. However it is worthwhile and useful. Now everyone sits ready for the future, to begin anew. Game 2012–2016 on.

For more information about CMI's planning process visit our website: www.cmiteamwork.com