How Quarterly Themes Help PrimeAdvisory Stay ‘On Track’

For several years now at PrimeAdvisory we’ve been able to achieve consistent year on year growth by implementing ‘Quarterly Themes’. Planning and reporting quarterly and annually has been a key success factor in helping us stay ‘On Track’ with our annual and 5-year business goals.

Once a year we develop our one-page strategic plan that maps out our:

• Core Values/Beliefs
• Our Purpose
• Our Targets
• Our Goals for the year to help us achieve our 5-year goal

Each quarter we review how we are tracking to our plan and as part of that process put in place a quarterly plan with a ‘Quarterly Theme’.

Quarterly themes are a way for us to be able to communicate what we want to focus on to help our team drive their activities to achieve the results we want.

Overall, they help us achieve our long-term plan by identifying any current issues or obstacles and dealing with them effectively and efficiently throughout the year.  Our ‘Quarterly Themes’ help us know where we are going long term and keep us focused on the little 90-day baby steps towards that.

90 days is short enough to do detailed planning for and it means we can see clearly for 90 days.

Our themes and associated activities for the last three quarters this year showcase how we communicate and keep our team aligned and on track.

October – December 2018 – Quarterly Theme: ‘Ship Shape’

‘Ship Shape’ was about tightening up processes.  Looking at our systems and people.  How do we develop our team to ensure they have the right technical skills, how do we get a good understanding of career and personal goals and what training do we need on the tools we use every day.

January – March 2019 – Quarterly Theme: ‘Help Me Help You’

‘Help Me Help You’ was all around getting feedback from our team on what they needed to deliver awesome client results.  We developed an understanding of our training needs in the business as well as identifying any pain points our staff had in their day to day working and the solutions that they had identified.

April – June 2019 – Quarterly Theme: ‘Renovate and Rejuvenate’

This quarter we are undertaking an office space renovation, so it’s a good opportunity to look at what else we could rejuvenate across the business.  Primarily looking at things in the business that are not fully implemented or perhaps activities that have dropped off and need rejuvenating.  These include formalising a training incentive programme for 2020 and getting a training budget together.

Finally, we will conduct our annual internal ‘Heartbeat Survey’ of all staff members to get important feedback on the happiness and health of our people.

The team will enjoy a celebration at the end of the quarter when all our goals and targets have been met with an end of financial year lunch.  This quarter we’re hosting a celebration at Cork and Canvas where we will enjoy sipping on a glass of wine whilst painting on a canvas.  Every quarter when we launch a theme, we also clearly communicate the goals aligned with the theme and how we will celebrate when we achieve them.

Assisting with developing annual strategic plans and helping clients stay ‘On Track’ are a key component of our ‘Business OnTrack’ program. If you would like to discuss how a one page strategic plan and quarterly planning could help your business contact us.