5 things to put on your one-page operating plan:
1. A "not doing" list (from
@bhalligan's MSPOT at HubSpot)
Write 2-4 things you won't fund this quarter. If nothing gets cut, nothing is really a priority.
2. A pre-mortem row (from
@Benioff's V2MOM)
List 2-4 risks for each quarterly priority before you start. V2MOM is the framework that asks for obstacles up front.
3. Color-coded scorecards (from EOS)
Put 5-8 metrics on the plan. Mark them red, yellow, or green before each weekly meeting. Talk about the reds and yellows. Leave the greens alone.
4. One owner per priority (from OKRs EOS)
Put one name next to every quarterly priority. If you can't pick a name, the priority isn't clear enough.
5. A blank-page quarterly reset (from
@agilescaleup's Scaling Up)
Don't edit last quarter's plan. Start from a blank page every quarter. Editing gives you tweaks. Rewriting forces a real choice: recommit or drop it.
AvidXchange did this every quarter for 16 straight years before its IPO.