Team-Based Planning for New and Emerging Leaders

The People Leaders Podcast

New leaders have a tough job. Not only do they have the technical aspects of their role to master, but they also have to master the craft of leading people.
One of the biggest mistakes we see organisations make when promoting someone from an operational to a leadership role, is that they don’t give them sufficient training in planning. They are so often given their objectives for the year and a team and some resources, then left to fend for themselves.
The solution is team-based planning, and the key to doing this successfully is to have a proven process. This episode can help breach that gap.
Listen in or watch as we walk you through the planning process we’ve just been through. And if you’re thinking that it’s February already and it’s too late to do any planning, think again. Any time is a good time to plan, especially if you don’t have one already, and most new leaders should think of doing this on a quarterly or six-monthly basis, at least until they have the confidence to plan over a longer period of time.
Enjoy, and make use of the template that you can download below.
Episode Highlights:

• [00:26] The 10-Step Team-Based Planning Framework
• [03:32] Step One - Situation Analysis
• [07:03] Step Two - SWOT - Strengths, Weaknesses, Opportunities, Threats
• [09:43] Step Three - Stakeholder Analysis
• [11:46] Step Four - Team Purpose
• [14:45] Step Five - Team Values
• [18:11] Step Six - Setting Objectives
• [22:06] Step Seven - Resources and Support
• [23:38] Step Eight - Reviewing or Shoring Up the Plan
• [26:06] Step Nine - Create a Timeline
• [27:21] Step Ten - Monitoring and Following Up
• [29:39] Keeping the Plan Alive

Useful Links:
Team-Based Planning Template - https://peopleleaders.com.au/team-based-planning-new-emerging-leaders/
Explore our brand new Above-the-Line Leaders' Toolkit - https://peopleleaders.com.au/above-the-line-thinking/
Join our next Leadership Essentials Program - https://peopleleaders.com.au/leadership-essentials-program/

Get in touch with us at [e-mail]
People Leaders Website - https://peopleleaders.com.au/
People Leaders on LinkedIn - https://www.linkedin.com/company/people-leaders-pty-ltd/
Connect with Jan Terkelsen on LinkedIn - https://www.linkedin.com/in/janterkelsen/
Connect with Michelle Terkelsen on LinkedIn - https://www.linkedin.com/in/michelle-terkelsen-creating-high-performing-te

Get in touch with us at [e-mail]
People Leaders Website - https://peopleleaders.com.au/
People Leaders on LinkedIn - https://www.linkedin.com/company/people-leaders-pty-ltd/
Connect with Jan Terkelsen on LinkedIn - https://www.linkedin.com/in/janterkelsen/
Connect with Michelle Terkelsen on LinkedIn - https://www.linkedin.com/in/michelle-terkelsen-creating-high-performing-teams-a992744/
Follow us on Instagram - https://www.instagram.com/people.leaders