Tips and Techniques for Reviewing, Assessing, Celebrating, and Refocusing
As you look back over the past year and forward to 2011, schedule time to get your team re-energized and re-focused when you get back to work in January. Here are a few ways to do it:
- Summarize Your 2010 Accomplishments – this can be done as an “Annual Report” with photos, graphs, video clips, and such in a published format, PowerPoint, Intranet, etc to chronicle positive changes and improvements. It doesn’t have to be glossy and expensive. It can be a simple collection of summaries, stories, improvement charts, lessons learned, significant milestones, etc. Publicize it broadly across your organization and use it for celebrations and recognition activities.
- External Assessments – Have external improvement experts do team/organizational audits and assessments on what’s working, what’s not working, change/improvement obstacles and challenges, and how to overcome them.
- Project Reviews – finish every major change/improvement or project with the team assessing what went well, what they would do differently, and a summary of the major lessons learned. Post, publicize, or share those broadly for everyone to learn from.
- Learn from Your Successes – during operational reviews, look for unexpected and unplanned successes. Dig deeper to understand what went right and how that might be repeated or built upon.
- Annual Retreat – Start a powerful annual practice of taking your team offsite to:
- Create, review, or update your vision, core values (no more than 3 – 5 words or phrases), and purpose/mission.
- Review data/feedback from your internal external customers or partners on their expectations and how you’re performing against those.
- Assessments of team/organization performance.
- Review of all improvements and positive changes. This can be the input for your annual report.
- Celebrate your accomplishments and key milestones.
- Set plans for celebrations and recognition across all of your groups or organization.
- Set your 2010 strategic imperatives and the key elements in your cascading goal deployment system.
- Identifying this year’s performance gaps and improvement priorities.
- Agree on the improvement planning process and timetable for development, approval, and implementation.