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Financial planning

Overview
 

Next steps following the video

Hopefully you're now feeling experiencing more clarity and feeling more confidentce onin the way forward. But you're still in the process of getting a grip on a ship just hit by a hurricane! So move fast to establish order. Set up your Task Team so you can (as a team) run hard and lead your business through this crisis, making bold decisions fast, executing fast, and remaining aligned and agile along the way.

If you're now going to set up your Task Team, here are some suggested next steps:

Step: Set up your task team

    • Action: Design your Task Team (list members, and roles).
    • Suggested timeframe: Next 1 day
  1. Action: Schedule an urgent Task Team kick-off meeting, and invite the above members. Suggest 2 hours (adapt as required).
    • Suggested timeframe: Meeting takes place in next 1-2 days
    • Suggested tools: COVID-19 Task Team kickoff presentation template
  2. Action: Prepare the 'Presentation' to guide that meeting.
    • Suggested timeframe: Prior to meeting
    • Suggested tools: CV-19 TT Kick off presentation template

Step: Hold kickoff meeting

  1. Action: Use the kick-off meeting agenda and discussion to:
    • Align on the situation and need for a Task Team;
    • Agree Task Team composition (members);
    • Align on the mandate (objectives, scope);
    • Align on roles and responsibilities;
    • Agree a meeting cadence (day, time, duration, agenda);
    • Daily huddle;
    • Weekly Update;
    • Design the process to develop the plan (including holistic communications plan);
    • Schedule meetings required to develop and approve the Task Team Plan;
    • Agree the immediate communications required, in the Communications Framework template; and
    • Schedule your first Weekly Task Team Update meeting, and your daily huddles, in the calendar.
    • Suggested timeframe: during kick-off meeting
    • Suggested tools: CV-19 Mandate template, CV-19 TT Plan Template (Asana, or MS.Excel), CV-19 Comms Framework template

Step: Hold first weekly task team meeting

  1. Action: Run the first Weekly Task Team meeting, using the meeting guide. Immediately instill high levels of discipline on the meeting principles - and agenda - to keep the Task Team focused and effective, and to create a feeling of decisive leadership, progress (solving problems and moving forward), and 'in this together, committed to doing what it takes'.