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Planning Foundations

Goal Setting​

DONE3 - Define what you say (Done), Do what you say (Done), Follow up and ensure completion (Done).

Types of Goals​

Outcome-oriented goals​

Focus on a desired outcome, usually with milestones and tactics to keep momentum.

Time-based goals​

Use explicit timeframes to drive prioritization and delivery rhythm.

Process-oriented goals​

Focus on daily behaviors and routines, especially during periods of transition.

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Set SMART Goals​

  • 1-2 tasks per 2 week sprint
  • clear definition of done
  • set milestone and budget
  • track KPIs

don't chase

Strategies for Success​

  1. Make the time
  2. Handle obstacles and setbacks
  3. Build motivational stamina
  4. Find the energy
  5. Reward progress
  6. Use social support

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Horizontal Planning​

A planning tool where each horizon represents a different timescale.

  • Horizon One: short term (days/weeks)
  • Horizon Two: medium term (months)
  • Horizon Three: long term (years)

horizontal planning

Horizontal planning emphasizes parallel progression across teams and disciplines.

Key Principles​

  1. Cross-functional collaboration
  2. Parallel task execution
  3. Incremental delivery
  4. Flexibility and adaptability

horizon

Benefits​

  • Increased efficiency
  • Enhanced flexibility
  • Improved quality
  • Greater stakeholder satisfaction

mckinsey model

StrategyPunk.com

Gated Dev process

User Stories​

User Story Mapping

INVEST User Story

Core Workflow​

  1. Understand the problem
  2. Collaboratively write stories
  3. Prioritize by value and dependencies
  4. Estimate effort
  5. Refine and iterate

Alignment and Prioritization​

  • Understand vision and mission
  • Run SWOT analysis
  • Break vision into milestones
  • Prioritize by impact and urgency
  • Consider dependencies and resources
  • Review and iterate regularly

Eisenhower-based Decision Support​

  1. Is it truly urgent?
  2. Is it truly important?
  3. Am I the best owner?
  4. What can I stop doing?