Complete the Rockefeller Habits Checklist

A machine-readable version of this example for a script or AI assistant.

---
title: Complete the Rockefeller Habits Checklist
objectives:
- title: Complete the Rockefeller Habits Checklist
  outcomes:
  - title: 5. Ongoing employee input is collected to identify obstacles and opportunities
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: Employee input about obstacles and opportunities is being collected weekly
    - title: The insights from employee conversations are shared at the weekly executive
        team meeting
    - title: All executives (and middle managers) have a Start/Stop/Keep conversation
        with at least one employee weekly
    - title: A mid-management team is responsible for the process of closing the loop
        on all obstacles and opportunities
  - title: 1. The executive team is healthy and aligned
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: Team members understand each other's differences, priorities and styles
    - title: The team participates in ongoing executive education (monthly recommended)
    - title: The team meets frequently (weekly is best) for strategic thinking
    - title: The team is able to engage in constructive debates and all members feel
        comfortable participating
  - title: 4. Every facet of the organization has a person assigned with accountability
      for ensuring goals are met
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: Each 3-5 year Key Thrust/Capability has a corresponding expert on the
        Advisory Board if internal expertise doesn't exist
    - title: The Function Accountability Chart (FACe) is completed (right people,
        doing the right things, right)
    - title: Financial statements have a person assigned to each line item
    - title: Each of the 4-9 processes on the Process Accountability Chart (PACe)
        has someone that is accountable for them
  - title: 8. Employees can articulate the key components of the company's strategy
      accurately
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: 3 Brand Promises – And the corresponding Brand Promise KPIs reported
        on weekly
    - title: Big Hairy Audacious Goal (BHAG) – Progress is tracked and visible
    - title: Core Customer(s) – Their profile in 25 words or less
    - title: Elevator Pitch – A compelling response to the question "What does your
        company do?"
  - title: 9. All employees can answer quantitatively whether they had a good day
      or week
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: 1 or 2 Key Performance Indicators (KPIs) are reported on weekly for each
        role/person
    - title: Each employee has 1 Critical Number that aligns with the company’s Critical
        Number for the quarter (clear line of sight)
    - title: All executives and middle managers have a coach (or peer coach) holding
        them accountable to behavior changes
    - title: Each individual/team has 3-5 Quarterly Priorities/Rocks that align with
        those of the company
  - title: 10. The company's plans and performance are visible to everyone
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: A “situation room” is established for weekly meetings (physical or virtual)
    - title: Scoreboards are up everywhere displaying current progress on KPIs and
        Critical Numbers
    - title: There is a system in place for tracking and managing the cascading Priorities
        and KPIs
    - title: Core Values, Purpose and Priorities are posted throughout the company
  - title: 3. Communication rhythm is established and information moves through the
      organization accurately and quickly
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: The executive and middle managers meet for a day of learning, resolving
        big issues, and DNA transfer each month
    - title: Quarterly and annually, the executive and middle managers meet offsite
        to work on the 4 Decisions (Strategy, Execution, People, Cash)
    - title: All teams have a weekly meeting
    - title: All employees are in a daily huddle that lasts less than 15 minutes
  - title: 7. Core values and purpose are alive in the organization
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: Actions are identified and implemented each quarter to strengthen the
        Core Values and Purpose in the organization
    - title: All executives and middle managers refer back to the Core Values and
        Purpose when giving praise or reprimands
    - title: HR processes and activities align with the Core Values and Purpose (hiring,
        orientation, appraisal, recognition, etc.)
    - title: Core Values are discovered, Purpose is articulated, and both are known
        by all employees
  - title: '2. Everyone is aligned with the #1 thing that needs to be accomplished
      this quarter to move the company forward'
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: 3-5 priorities (Rocks) that support the Critical Number are identified
        and ranked for the quarter
    - title: The Critical Number is identified to move the company ahead this quarter
    - title: A Quarterly Theme and Celebration/Reward are announced to all employees
        that bring the Critical Number to life
    - title: Quarterly Theme/Critical Number posted throughout the company and employees
        are aware of the progress each week
  - title: 6. Reporting and analysis of customer feedback data is as frequent and
      accurate as financial data
    from: 0.0
    to: 
    score_format: ''
    initiatives:
    - title: The insights from customer conversations are shared at the weekly executive
        team meeting
    - title: All executives (and middle managers) have a 4Q conversation with at least
        one end user weekly
    - title: All employees are involved in collecting customer data
    - title: A mid-management team is responsible for the process of closing the loop
        on all customer feedback