Quarterly Planning NASA Style


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Jan 19 2021 20 mins   1

Our speakers, Dr. Ivan Zak and Ryan Leech discuss how methodologies from Traction, SAFe and Agile can be combined to help drive quarterly planning in veterinary consolidator businesses.


Topics discussed:

- Approach to strategic planning at VIS;

- Importance of quarterly planning meetings for interdepartmental collaboration;

- Identifying interdepartmental dependencies to align efforts towards goals and objectives;

- An online whiteboarding tool that helps organizing quarterly plans;

- Vertical cascading of goals down the four levels of the enterprise;

- Definition of Objectives & Key Results (OKRs) and SAFe methodologies;

- Level-10 meetings to track progress;

- How to make all the departments aware of the initiatives kicked off in a particular quarter.