Run the period’s planning
Agree the period’s goals with the team, send the targets to the teams below and close with a snapshot of what was agreed.
The task in figures
- Gives you back
- 0.5 h a monthper team; today it takes 1.3 to 2.8 h a month
- Elmira today
- Helps
- Frequency
- Quarterly
- Who does it today
- Engineer, Lead
- Version
- Elmira Junior
What hurts today.
The plan ends up in slide versions, and nobody knows which one counts.
Chasing each team’s answer takes weeks.
What was agreed at the start of the period is forgotten halfway.
Every period, a team decides what it will focus on: it reviews what the last period left and what the teams above ask of it, sets its goals and sends the targets to the teams below, which negotiate and accept them. Whoever facilitates chases the answers, writes down the decisions and closes when everything is agreed. In spreadsheets and decks, the plan ends up in versions where nobody knows which is the latest.
Done today with
- In-person meeting
- Paper and whiteboard
- Spreadsheet
- Email and chat
- Slides
Each step, today and with Elmira.
In Obeyaka on the web, the planning brings what the last period left and what the teams above ask, sends the targets down the cascade, shows which teams have not answered and closes with a snapshot of the agreed Matrix.
| Step | Today | With Elmira |
|---|---|---|
| Bring what the last period left and what the teams above ask | Slides, Email and chat30 min – 1 h | Automatic |
| Set the period’s goals with the team | In-person meeting, Slides1 h – 2 h | Obeyaka (web) |
| Send the targets to the teams below and negotiate them | Email and chat, In-person meeting1 h – 3 h | Obeyaka (web) |
| See which teams have yet to answer | Spreadsheet, Email and chat30 min – 1 h | Automatic |
| Write down the decisions and the summary | Paper and whiteboard, Slides15 min – 30 min | Obeyaka (web) |
| Close the period with a snapshot of what was agreed | Slides, Email and chat30 min – 1 h | Automatic |
The conversation
No example conversation: the Obeyaka web app does it, or it comes later.
Does this happen to your team?
Book a demo and we will show you Elmira doing this task.
More cases of routines and daily management
- Run the start-of-shift daily huddleThe board shows data from days ago, and nobody trusts it.
- Run the team’s weekly briefingThe meeting goes on looking for data instead of deciding.
- Run the team’s weekly debriefingThe week closes without looking back, and the same problems come back.