Team Planning day

Once shortly, we determine to take a complete day with the staff to look ahead, but in addition to get some new inspiration. I’ve been working this workshop as a facilitator, and the format has been very appreciated, so I believed I might share it with you!

Introduction

We separate the day into two elements, earlier than and after lunch. The thought is to “zoom out” and get impressed earlier than lunch, after which “zoom in” on the work closest in time for the staff.

Before lunch

Before lunch the main focus is to look forward (possibly 2-3 years) to set out the course for the staff. All staff members additionally get their likelihood to talk up on what they assume are crucial issues for the staff to do within the close to time period future (1-6 months). Just earlier than lunch, it’s time for some inspiration! That may very well be an exterior speaker coming in, some within the staff that wish to share an attention-grabbing subject and even watch an academic video collectively. The subject chosen shall be associated to the staff’s work, however not be about precise work (that’s coated within the afternoon).    

After lunch

This weblog put up is usually about explaining this part within the workshop, that will probably be carried out under. But first, let’s have a look at the agenda in complete (so you’ll be able to copy and use it your self 🙂 )

Agenda for the day

  • 09:00-09:05 Welcome (Facilitator)
  • 09:05-09:50 Direction for the staff, 2-3 years forward (Manager from mid- or top-management, dependent in your firm dimension)
  • 09:50-10:00 Fika break
  • 10:00-11:00 All members to share (10 minutes every, once more depending on staff dimension), what they see as crucial issues to get carried out within the staff 3-6 months forward (All)
  • 11:00-12:00 “Inspirational speak” (External speaker, Team member or Youtube video)
  • 12:00-13:30 Lunch (All, take the chance to take an extended lunch to socialize)
  • 13:30-16:30 Planning for 1-6 months forward (All + Facilitator)
    • With the data given earlier than lunch, all issues are listed on a whiteboard. Then we undergo every merchandise within the record and place them in a matrix (with “complexity” on the X-axis and “worth” on the Y-axis).
    • When the whole lot is positioned out, what shall be a part of the approaching 1-3 months is determined.
  • 14:30 Fika break
  • 16:30-17:00 Summary and shutting of the workshop (All)
    • Summarize what has been determined (see above).
    • Mini retrospective – Let everybody share their ideas about what they’ve gotten out of the day.

Execution of the planning half

Ok, the staff is impressed and never hungry anymore, let’s spend a while on the best way to execute the planning a part of this workshop. 

List the work

With each staff member given the chance to share their thoughts, it needs to be pretty straightforward for the facilitator to begin to write down work gadgets in an inventory on a whiteboard. The key for this half is to NOT go into dialogue of every work merchandise added within the record, that needs to be saved for later. Usually this step takes 20-Half-hour to carry out. 

Example of record of labor:

1. Work merchandise X

2. Work merchandise Y

N. Work merchandise Z

Try to not add greater than 20-25 work gadgets. If you add extra, you’ll not have the time to debate them sufficient within the subsequent part. 

Discuss every work merchandise (“complexity” and “worth”)

(Example of references to work gadgets added to the chart) 

Now comes the difficult half, that must be rigorously facilitated. Each work merchandise from the record is added in a chart with:

  • Effort/Complexity on the X-axis – How straightforward (or laborious) one thing is to do, is normally fairly easy for the staff to grasp and have an opinion about.
  • (Business) Value on the Y-axis – Here the staff has to provide their opinion on the worth the work merchandise will carry. Value may be very subjective, one rule of thumb is that it shall imply some form of enterprise worth for the corporate. When you’ve gotten added just a few work gadgets to the chart this half will get simpler and simpler, then you’ll be able to ask “Will this work merchandise Y carry extra worth than work merchandise X?” (work merchandise X already added within the chart). If sure, you’ll place work merchandise Y increased up than X, if not, you place it decrease and so forth.   

Write the reference quantity to the record within the chart, if in case you have the work gadgets on post-it:s, you’ll be able to place them within the chart. If you’re profitable it is best to find yourself with one thing that appears like the image above. 

Select work gadgets for the close to future

Final half, earlier than wrapping up, is to debate and determine on the work gadgets to choose up for the close to future (1-3 months). This is how it is best to assume:

  • Upper left nook (“excessive worth, low effort”): This is the “low hanging fruit” that you just clearly shall choose first! These work gadgets carry “excessive worth” to a “low effort”.
  • Upper proper nook (“excessive worth, excessive effort”): Your subsequent focus shall be to look right here for work gadgets that carry excessive worth. Maybe you can too focus on them in a bit extra element to carry down the trouble wanted (begin by doing small items of the work merchandise).
  • Lower left nook (“low worth, low effort”): You would possibly wish to think about work gadgets right here, since they’re “low effort”, however not earlier than any work gadgets “above the X-axis” (giving “excessive worth”).
  • Lower proper nook (“low worth, excessive effort”): Any work gadgets ending up right here you shouldn’t think about in any respect!

You can see above within the image what we chosen (circled) as subsequent work gadgets to do within the two coming releases of our product.

Summary 

Did you discover this weblog put up attention-grabbing? Here is one other weblog put up I wrote about worth. Our purpose is to revisit this planning inside 3 months, and replace with new work gadgets and to evaluate what we must always deal with subsequent.

All the very best,
 Tomas from TheAgileist

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