90-day planning session: pre-planning survey

Posted March 17, 2023 in
Tips & Resources Tips & Resources
There are two documents that are supposed to be sent out to prepare for the 90-day planning session:
- pre-planning survey
- scorecard

What is included in the pre-planning survey? Is there a template for this?
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Cristal Drummond

👋🏽 Teresa, great question. 

Regarding the pre-planning session survey we typically, recommend asking your team the following ahead of planning sessions:

  • What did we do well as a company, team, or individually during the last planning period? Share some wins!
  • Did we experience any losses or fall short of our goals during the last planning period? If yes, what specific roadblocks or challenges did we come up against?
  • What do you feel has had the greatest impact on your company in the past 3-6 months?
  • What do you see as our single biggest sales and marketing challenge in the next 90 days? And, what can we do to overcome it?
  • Company Priorities: What 3 things should the COMPANY start, stop, or keep doing in the next 90 days?
  • Individual Priorities: What 3 things should YOU start, stop or keep doing to help move the organization forward in the next 90 days?
  • Which team members should we celebrate from this planning period? Why do they deserve recognition?

For the scorecard,

You are able to make those updates directly in the app, by selecting the Update Your Score button on the scorecard page.

Let me know if this answers your question.😁

Will this be your first planning session?
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Teresa Deva
Cristal Drummond thanks so much for the detailed answer! it's exactly what I need😁😁

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