You can use a quarterly goal-setting process to create a pulse on how your company executes. Every quarter, you slow down to see where you are and determine what to focus on next. Then, you go back to execution to get there.
In this post, I will walk you through how the quarterly goal-setting process works so you can implement something similar in your company.
Let’s get into it.
See Where You’re At Now
As hard as it may seem, you have to slow down at times in business to see where you are. Therefore, we set aside an entire week for quarterly planning every quarter. While this causes less work to be done that week, we have learned over the years that slowing down for one week per quarter enables us to get significantly more done in the rest of the quarter than we otherwise would have.
Share Your Higher Perspective
As a leader, your job is to see the business from a higher level and determine how to reach the next peak. By having your entire team share their insights in a structured way, you can start to see trends within and across departments.
Over time, the process we’ve seen work best for this is for me to review everything, ask clarifying questions, and call out noteworthy things for myself throughout that process. Then, I come back, summarize everything and instill a distilled version of the general direction we need to go next and the gaps we’ll likely need to cross to get there.
This sets a shared perspective frame going into the quarterly goal-setting week.
Set Goals / Lock Them In
From there, all department managers set 2-3 rocks for their departments, and we work together to make sure their definitive (i.e., clear “done or not done” criteria) and that all the goals together are cohesive.
Once we have our goals, we get into executing for the quarter and do it again next quarter.
Set Your Next Quarterly Goals
If you don’t use a strong quarterly goal-setting process, you’re missing out on potential success with your team. Don’t let the busy work of the day slow you down. Instead, take the time to see where you’re at as a team and where you want to go. Then, set goals to get there.
- We have a video walking you through how to convert quarterly rocks into 12-week action plans that guide execution throughout the quarter. I’m happy to share it if you want – comment, and I’ll get you the link.
- If you want to work with a live chat and CS team like ours that can drive sales while also executing at this level with your team, contact us at HelpFlow.com, and we can set up a call.
Jon Tucker is CEO of HelpFlow, a provider of 24/7 live chat and customer service teams for 100+ eCommerce stores. Launched in 2015, their team of agents has produced nearly $100M in chat revenue for a wide range of stores using a conversion-focused approach to live chat.
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At HelpFlow, we've run live chat and customer service operations for 100+ brands since 2015. While we offer full service live chat and customer service solutions, we also support leadership teams to overcome challenges and pursue new opportunities through consulting projects.