Difference between revisions of "7/30/90 Day Tactical Review"
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| − | The Tactical Review section is designed to give your managers and staff an opportunity to communicate current initiatives and report on progress made. ''7 Day Goals'' are designed to provide short-term goal reporting and can be configured to have a due date of 7 or 14 days. ''30 Day Goals'' are designed for projects that will take 30 days and ''Longer than 30 Day Goals'' are designed for projects that have a due date of more than 30 days. Individuals can create and commit to their own goals at any time. Those members listed as direct supervisors of other team members may assign goals to their team members. For goals longer than 30 days, you may set or change the due date of the goal at any time. | + | ==== Description ==== |
| + | |||
| + | The Tactical Review section is designed to give your managers and staff an opportunity to communicate current initiatives and report on progress made. | ||
| + | |||
| + | ==== Instructions ==== | ||
| + | |||
| + | '''Goals''' | ||
| + | |||
| + | ''7 Day Goals'' are designed to provide short-term goal reporting and can be configured to have a due date of 7 or 14 days. | ||
| + | |||
| + | ''30 Day Goals'' are designed for projects that will take 30 days and ''Longer than 30 Day Goals'' are designed for projects that have a due date of more than 30 days. | ||
| + | |||
| + | Individuals can create and commit to their own goals at any time. Those members listed as direct supervisors of other team members may assign goals to their team members. For goals longer than 30 days, you may set or change the due date of the goal at any time. | ||
| + | |||
| + | '''Assigned Goals''' | ||
''Assigned goals'' can only be edited by the creator of the goal and the [[Business Owner Role|'''business owner''']] or [[Alliance Partner Role|'''alliance partner''']]. Assignees may update the ''Strategy/Action Step/Progress'' of their assigned goal to provide feedback to their direct supervisor as to the progress of their goal. | ''Assigned goals'' can only be edited by the creator of the goal and the [[Business Owner Role|'''business owner''']] or [[Alliance Partner Role|'''alliance partner''']]. Assignees may update the ''Strategy/Action Step/Progress'' of their assigned goal to provide feedback to their direct supervisor as to the progress of their goal. | ||
| − | ''Yearly Rolling Initiatives'' are yearly goals. These may be short-term taking only a few weeks to complete or long term goals taking months or even a year or more to complete. These goals are your highly tactical goals designed to improve company profitability, improve teamwork or even planning for company retreats. We are currently in the process of updating ''Yearly Rolling Initiatives'' to provide the ability to assign champions and create sub-tasks of goals. Each subtask is a small milestone to the success of the initiative as a whole and can be assigned a sub-champion. When this section is completed, the documentation will be updated to reflect the change. Please be patient as we work to improve this area. | + | ''Yearly Rolling Initiatives'' |
| + | |||
| + | ''Yearly Rolling Initiatives'' are yearly goals. These may be short-term, taking only a few weeks to complete, or long term goals taking months or even a year or more to complete. These goals are your highly tactical goals designed to improve company profitability, improve teamwork or even planning for company retreats. | ||
| + | |||
| + | |||
| + | ==== For Advanced Learners ==== | ||
| + | |||
| + | We are currently in the process of updating ''Yearly Rolling Initiatives'' to provide the ability to assign champions and create sub-tasks of goals. Each subtask is a small milestone to the success of the initiative as a whole and can be assigned a sub-champion. When this section is completed, the documentation will be updated to reflect the change. Please be patient as we work to improve this area. | ||
Revision as of 13:22, 9 July 2019
Description
The Tactical Review section is designed to give your managers and staff an opportunity to communicate current initiatives and report on progress made.
Instructions
Goals
7 Day Goals are designed to provide short-term goal reporting and can be configured to have a due date of 7 or 14 days.
30 Day Goals are designed for projects that will take 30 days and Longer than 30 Day Goals are designed for projects that have a due date of more than 30 days.
Individuals can create and commit to their own goals at any time. Those members listed as direct supervisors of other team members may assign goals to their team members. For goals longer than 30 days, you may set or change the due date of the goal at any time.
Assigned Goals
Assigned goals can only be edited by the creator of the goal and the business owner or alliance partner. Assignees may update the Strategy/Action Step/Progress of their assigned goal to provide feedback to their direct supervisor as to the progress of their goal.
Yearly Rolling Initiatives
Yearly Rolling Initiatives are yearly goals. These may be short-term, taking only a few weeks to complete, or long term goals taking months or even a year or more to complete. These goals are your highly tactical goals designed to improve company profitability, improve teamwork or even planning for company retreats.
For Advanced Learners
We are currently in the process of updating Yearly Rolling Initiatives to provide the ability to assign champions and create sub-tasks of goals. Each subtask is a small milestone to the success of the initiative as a whole and can be assigned a sub-champion. When this section is completed, the documentation will be updated to reflect the change. Please be patient as we work to improve this area.
