Plan-to-Commitment
A run starts when both sides sit down to agree what the relationship is for over the coming year. The processes here set the targets each side is working to, name the accounts or segments to go after together, agree what each side will put in by way of people, money and time, write it where both sides can read it, and review it on a cadence with the numbers in front of them. The review is what makes this a stream rather than a meeting: a joint plan nobody looks at again is a document, and the partnerships that grow are the ones where somebody keeps score.
vs/prt/plan-to-commitment v1The processes
The processes in this stream
Review a Joint Plan
Starts withthe review date named in the plan arrives
Ends whenthe plan is amended or called dead, and both sides hold the record
Activities inside
- Open the Review
- Pull the Numbers
- Check the Numbers Both Sides Hold
17 activities · 50 blanks to fill · 2 human gates
Write a Joint Plan
Starts withboth sides agree to plan the coming year
Ends whena signed plan, every commitment tracked, the first review dated
Activities inside
- Take in the Planning Ask
- Read Last Year
- Agree Who Is in the Room
17 activities · 48 blanks to fill · 1 human gate