I’m a project manager, so I like to plan. Before you think “no shit, Sherlock” and click away from this post, I need you to truly understand the how deeply good (or bad) planning affects my core being.
If I go to bed with more than 3-4 unfinished tasks on my to do list, I fall into an existential crisis. When I’m stressed, I cope by organizing and reorganizing my Wunderlist until I feel better. I know peoples’ meeting calendars at Emplify better than they do. And I mean this with all the love in the world, but I’m pretty sure my husband would look like Weird Al Yankovic if I didn’t set reminders to give him haircuts.
Digressions aside, when our new VP of Marketing came to me with some pretty revolutionary, but also very intimidating, visions for our marketing strategy, all I wanted to do was lock myself in an office and compulsively move Trello cards until all the scary feelings went away. However, when you are at a crossroads with a team that warrants a greater discussion around marketing vision (and how you’re going to actually achieve said vision), ignoring those scary feelings will only result in spinning wheels on projects and team members who aren’t invested in their work.
Being the process-oriented monster that I am, I suggested tackling these big strategic concepts during a day-long planning offsite. I know team offsites can often warrant an audible groan from those who have endured horrendous training sessions or “team building activities,” but our recent offsite literally set our goals in motion for an entire quarter. We’re currently planning our team’s objectives for Q3, and we didn’t even need to meet about them, because we planned out the majority of our objectives during our offsite. How would you like to plan out an entire quarter’s worth of goals by just collaborating on a Google Doc?
It’s possible, but it takes some intentional focus on how to make your vision a tangible reality. Here are some takeaways from our recent offsite that you can apply to your quarterly planning:
What tactics have you used to set actionable goals for your marketing team? Let’s continue the conversation in the comments, and good luck with your Q3 planning!