Building Your Team Vision, Goals, and Playbooks Flashcards
Put together a Team Vision
An important building block that gives context and purpose to your team’s work.
Team Vision
First Thing You Do: Put together a Team Vision
Keep it high level; no more than 2 sentences.
For example, we aim to drive X amount of leads using paid media.
Two important items are required to discuss the following:
Today (The challenge)
Tomorrow (6-12 months) overviews
Document and Table
Limit your today vs tomorrow vision to 4-5 different points, without getting granular.
To achieve your vision, you need _______.
Goals
Why? Goals create accountability. Without them, you can’t celebrate someone’s success, nor can you question their shortcomings.
__________ map out the tactics.
Playbooks
What should your team members become to achieve the goals and playbooks?
Active Contributors
Work with the team to make the goals. Your team should be active contributors to your goals and playbooks.
List the 4 Requirements for Achieving Team Vision
Vision → Goals → KPIs → Playbooks
List the 4 requirements to assign goals by.
Objective: Product Page Traffic Growth
KPIs=: Monthly organic traffic to product pages
Today: 7500
EOY Goal: 15,500
Why You Need to Define the Scope of Your Business
If you want to lay a strategic plan for your business, and effectively allocate resources for sustainable growth, defining the scope of your business is crucial.
It helps businesses identify opportunities, assess risks, and define their competitive advantage.
Benefits of defining scope for business
Ensure all stakeholders have a clear understanding of the boundaries of the project
Manage stakeholder expectations and get buy-in
Reduce project risk
Budget and resource plan appropriately
Align your project to its main objectives
Prevent scope creep
Establish a process for change requests (for complex projects)
__________ clearly defines the project controls, services, and deliverables you’ll provide in an upcoming project. It acts as a written agreement and is one of the most important and detailed documents in the early stages of any project.
Scope of Work
With the right resources at hand, creating a scope of work document can be a fairly simple process! But it’s important to keep in mind its essential must-have elements to keep your team on the same page when it comes to:
Project deliverables
All necessary resources including budget, time, and workload
Project timeline and phases
Legal requirements
The 3 Best Practices When Writing a Scope of Work
Specific: What do the key terms mean? Who does what tasks and when? Being clear on project specifics is a surefire way to avoid confusion, miscommunication, and misalignment. All of which can be detrimental to a project’s execution
Visual: What is the deliverable actually going to look like? Visuals help key players avoid misreading or misinterpreting project expectations from the start
Transparent: Make sure the major stakeholders approve of what’s planned, acknowledge key milestones as they happen, and in general, stay in the loop
