Complete the Rockefeller Habits Checklist

Tability Templates

---
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


Achieve product consistency with our design system

---
title: Achieve product consistency with our design system
objectives:
- title: Ensure product consistency with our design system.
  outcomes:
  - title: Close 50% of all design inconsistency tickets
    from: 0.0
    to: 50.0
    score_format: _number_% closed
    initiatives: []
  - title: 90% of our products are following the design system guidelines
    from: 0.0
    to: 90.0
    score_format: _number_% compliance
    initiatives:
    - title: Establish a process for quickly and accurately identifying violations
        of design system guidelines
    - title: Develop a system of rewards and recognition for those who adhere to design
        system guidelines
    - title: Create an audit process to track adherence to design system guidelines
  - title: Establish a comprehensive style guide that covers 100% of common components
      used by products
    from: 20.0
    to: 100.0
    score_format: _number_% common components
    initiatives:
    - title: Create a comprehensive list of all common components used by products
    - title: Test the style guide against each component
    - title: Develop a unified style guide for each component
    - title: Implement the style guide into all products


Provide the best Marketing solution

---
title: Provide the best Marketing solution
objectives:
- title: Provide the most powerful marketing solution ever
  outcomes:
  - title: Improve Return on Advertising Spend (RoAS) by 45%
    from: 0.0
    to: 45.0
    score_format: _number_%
    initiatives: []
  - title: Increase engagement rate by 20%
    from: 0.0
    to: 20.0
    score_format: _number_%
    initiatives: []
  - title: Improve Click Through Rate (CTR) from 0.85% to 1.5%
    from: 0.85
    to: 1.5
    score_format: _number_%
    initiatives: []
  - title: Improve Average Time to Conversion from 27 days to 7 days
    from: 27.0
    to: 7.0
    score_format: _number_ days
    initiatives: []
  - title: Reduce cost per lead from $730 to $600
    from: 730.0
    to: 600.0
    score_format: "$_number_/lead"
    initiatives: []


Increase leads through Inbound Marketing

---
title: Increase leads through Inbound Marketing
objectives:
- title: Increase visitors to the new product landing page
  outcomes:
  - title: Drive a 20% increase in click-through rates in the customer newsletter
    from: 2.0
    to: 2.4
    score_format: _number_% CTR
    initiatives: []
  - title: Refine organic search to drive website visitor
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
- title: Drive inbound marketing leads
  outcomes:
  - title: Increase white paper downloads by 15%
    from: 80.0
    to: 92.0
    score_format: _number_ downloads/week
    initiatives: []
  - title: Boost contact form submission by 30%
    from: 55.0
    to: 71.0
    score_format: _number_ submissions/week
    initiatives: []


Improve MTTR efficiency to enhance customer satisfaction

public-lib

---
title: Improve MTTR efficiency to enhance customer satisfaction
objectives:
- title: Improve MTTR efficiency to enhance customer satisfaction
  outcomes:
  - title: Implement automation tools to decrease manual intervention in incident
      resolution by 20%
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives:
    - title: Monitor and measure the effectiveness of automation tools in reducing
        manual intervention
    - title: Determine specific incidents that can be resolved through automation
    - title: Conduct a thorough evaluation of available automation tools for incident
        resolution
    - title: Implement selected automation tools into incident resolution processes
  - title: Increase first-call resolution rate by 10% through improved troubleshooting
      techniques
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives:
    - title: Develop a standardized troubleshooting checklist and documentation process
    - title: Encourage knowledge sharing and collaboration among support team members
        to enhance troubleshooting efficiency
    - title: Conduct regular performance evaluations to identify areas for improvement
        in troubleshooting skills
    - title: Implement comprehensive training program for troubleshooting techniques
  - title: Provide comprehensive training to support team to enhance technical capabilities
      and problem-solving skills
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives:
    - title: Organize team-building activities to foster collaboration and enhance
        problem-solving through group participation
    - title: Offer online training resources and modules for the support team to enhance
        their technical skills
    - title: Conduct technical workshops to strengthen the support team's knowledge
        and proficiency
    - title: Implement regular problem-solving exercises to improve the team's critical
        thinking abilities
  - title: Reduce average incident response time by 15% through process improvement
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []


Streamline marketing campaign processes for improved efficiency and consistency

---
title: Streamline marketing campaign processes for improved efficiency and consistency
objectives:
- title: Streamline marketing campaign processes for improved efficiency and consistency
  outcomes:
  - title: Improve campaign performance tracking by implementing a centralized analytics
      dashboard
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives:
    - title: Select and implement a suitable analytics dashboard platform for centralized
        data monitoring
    - title: Identify the key metrics to be tracked and establish a standardized reporting
        format
    - title: Train the team members on how to access and utilize the new analytics
        dashboard effectively
    - title: Assess the current tracking methods and identify gaps or areas of improvement
  - title: Decrease average time spent on campaign creation and execution by 20%
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives: []
  - title: Increase campaign approval time by 30% through streamlined review and feedback
      processes
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives:
    - title: Train all team members on efficient review and feedback techniques
    - title: Implement an online collaboration tool for real-time feedback and reviews
    - title: Conduct regular process audits to identify bottlenecks and optimize the
        approval workflow
    - title: Establish clear review deadlines and hold stakeholders accountable for
        on-time feedback
  - title: Achieve 95% adherence to standardized campaign templates across all teams
      and groups
    from: 0.0
    to: 100.0
    score_format: _number_%
    initiatives:
    - title: Conduct training sessions on standardized campaign templates for all
        teams and groups
    - title: Establish a communication channel to address questions and provide support
        for template adherence
    - title: Regularly monitor and provide feedback on adherence to standardized campaign
        templates
    - title: Develop clear and concise guidelines for using standardized campaign
        templates


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