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Is there a resource that gives an example of how to structure your year, in order to fit in all of the various tasks M&M recommend?

For example, it would be great to have a sample year planner, that said something like:

'January: Update LinkedIn, Attend My Review, Conduct My Direct's Reviews, Copy my Review achievements to CMD, Hold Town Hall Meeting...' etc.

all the way through to,

'December: Review Emails for My & My Directs' reviews, Set Annual Goals, Hold Skip Level Meeting, Annual Layoff Immunization...' etc

There are so many topics covered, that it's hard to know if I have successfully bult my own plan for the year, without listening to and/or reading all the podcast topics again (if only i took better notes as I went along the first time!)

I understand that the precise timings of any of these tasks is really down to personal choice and/ or when your particular company does reviews, etc. But an example would be of great help.

I'm sure I'm not the only one who would be willing to pay for such a resource. Or might this new book, 'The Effective Manager', have an answer to this?

Tim

 

gehrhorn's picture
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The personal license has a Trinity Rollout Plan. I think they avoid doing it in specific months because it doesn't apply to everyone. i.e., our annual reviews are 5/1 - 4/30, but at my last company they were calendar year.

I also have this MT recommended action plan. I can't remember if I made it or if MT made it. This has the 'cadence' for a lot of stuff, but you'd need to modify it to suit you.

megatimmyc's picture

Thanks gehrhorn! That's some really good stuff.

Your action plan gives me a really great start on putting my own together. :)

Tim

rgwierman's picture
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This post has a link to a calendar file that might help also.  https://www.manager-tools.com/forums/mt-actions-calendar