Planning Workshop Activities

The partnership canvas is a tool that enables visualization of current and/or future partnerships. It can also be used for early testing of the value creating potential of a partnership between two partnership candidates.

Measures of success vary across an organization. Executives concern themselves with company-wide Objectives involving Revenue, Cost, Profit, Margin and Customer Satisfaction.

Further down the org chart, management and individual contributors rate performance against more detailed Key Performance Indicators (KPIs) tracking customer behavior: a product manager may measure app downloads, or number of shopping cart items per visit. These customer behaviors clearly affect the larger corporate Objectives, but how? and which have the most impact?

A step-by-step process to help teams align on their plans and set focus for an upcoming period - in this case, setting Objectives (Rocks) and Key Metrics for quarterly planning.