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Rick Pelletier
Fractional Integrator/CFO/COO

@Gregg Sayer1 - generally speaking, you should be looking at the 10 Year Target and 3 Year Picture on an annual basis (unless something major happened that would result in needing to look at it sooner) to make sure they're still relevant and realistic. In his book, Traction, Gino states "that once you're 3 years from achieving your 10 target, you move it to the 3 year picture and set a brand new one" (page 54). The biggest challenge I see with 10 year targets is that they aren't set big enough. A lot of time it's just a bigger... (More)

Voted for Marry them to the calendar year (December/January)

We started implementing last year and hold our quarterlys/annuals in the first week of each quarter because it feels clean, but we aren't sure it's working well yet due to biz-related work at the start of each quarter. Our second choice would be offsetting it by one month (Feb/April/July/Nov).

Voted for Marry them to the calendar year (December/January)

This is the first anniversary of our implementation, so our first annual meeting. It was supposed to be yesterday, but our heads were not in the right place with a COVID staffing situation that we had to address. We have 9-10 people in our office, 4 on the leadership team, and were planning one full day, not two.

It's been rescheduled, and we'll see if one day is enough??? We are just over 50% implemented and have a long way to go. But, as another person mentioned, whatever works for you in regards to when you schedule your annual I... (More)

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