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The Overlooked Art
of Briefing
[Flawless Execution Webinar Series]
The Session will Begin Shortly!
Joel ā€œThorā€ Neeb
@JoelThorNeeb
Webinar Host
ā€¢ President of Afterburner
ā€¢ USAF F-15 Mission Commander
ā€¢ U.S. Presidential Escort Missions
ā€¢ Air Force Academy Graduate
ā€¢ M.S. Aerospace Science / MBA from UT
ā€¢ Instructor Pilot of the Year at USAF Training HQ
ā€¢ Embedded with Silicon Valley Tech Company in 2015
Joel ā€œThorā€ Neeb Atlanta, GA
FLAWLESS EXECUTION CYCLE
PLAN BRIEF
EXECUTEDEBRIEF
WIN!
21-YEAR CLIENT AVERAGE
6.85
PLANNING
3.73
DEBRIEFING
5.01
BRIEFING
7.93
EXECUTING
Why Brief?
ā€¢ Transition from planning to Execution
ā€¢ Connect strategy to activity
ā€¢ Compel the team to accountable
execution
ā€¢ Build a Common Mental Model
ā€¢ Improve performance
What is a Brief?
ā€¢ Not another meeting
ā€¢ Process to communicate key plan details
ā€¢ Final alignment ā€“ like a ā€œstarter gunā€
How to Prepare
ā€¢ Setting: Same place, same time, schedule
for 15 minutes
ā€¢ Preparation: Slides, handouts, key
stakeholders invited, phone conference set
up
Brief the Scenario
Restate the Mission Objective
Identify Top Threats and Resources
Execute the Final Plan
Flexibility and Contingencies Plan
Review
B
R
I
E
F
B. R. I. E. F.
Brief the Scenario
ā€¢ The ā€œBig Pictureā€
ā€“Alignment to strategy
ā€“The ā€œWhyā€
ā€“Provide context
ā€¢ Take at least three minutes here!
Restate the Mission Objective
ā€¢ Clear, measurable, achievable, and
supports the High Definition Destination
ā€¢ Post Mission Objective clearly in a
dominant place in your work environment
Identify Top Threats and Resources
ā€¢ Top Threats
ā€“Create a sense of urgency to act
ā€“Confidence in plan
ā€“Remind team to alert you of new
Threats during execution
ā€¢ Top Resources
Execution of the Final Plan
ā€¢ Who does What by When
ā€¢ Each detailed Course of Action is
reviewed
ā€¢ Clear roles and responsibilities
ā€“One person for each task!
Flexibility and Contingencies Review
ā€¢ Key to agility during execution
ā€¢ Review contingency plan triggers
ā€¢ Build confidence in the team members
that are still wondering ā€œWhat if?ā€
Rules of Engagement
ā€¢ 15 minutes max!
ā€¢ No questions until the end
ā€¢ Use visual aids
Team: Sales Leaders
Champion: CEO - Murph
Ace: Thor
Strategic Alignment
Create a new execution rhythm for our
widget sales teams that drives healthier
pipeline and removes end-of-quarter flail.
This will allow teams to work smarter, not
harder and our business will grow and
become more predictable.
ā€¢ Develop and deploy a standardized process to
achieve qualified pipeline at 3x revenue forecasted for
Q2 by March 31st, 2016
Qualified = assessed by sales leader
Tactical Mission Objective
Top Threats / Available Resources
Top Threats
1. Sales team roles poorly
defined
2. Lack of strong pipeline in a
slow quarter
3. Current quarter distractions
4. Lack of clear forecasting
5. Lack of ops support
Resources
1. VP of Sales
2. Sales team training
3. Pipeline inspection
meetings
4. Out-quarter pipeline
dashboard
5. Spiff for pipeline
achievement
WHO WHAT WHEN
Murph Mission Briefing to entire sales team, release SPIFF January 25th
Sandra Create out-quarter pipeline dial in Salesforce January 27th
Gomez Identify best practices and pockets of success February 2nd
Gomez Create new standards for pipeline creation February 10th
Joe Release training syllabus for best practices February 14th
Charles Conduct first pipeline inspection sessions February 14th, weekly
Ansley Identify pipeline gaps and assign mentors February 28th
Thor Lead ā€œSuccess stories and challengesā€ session March 1st
Thor Debrief Mission April 7th
Final Plan
Flexibility ā€” Contingencies
Trigger / Action Matrix
CONTINGENCY TRIGGER ACTION
Lack of strong inbound <80% Qualified Leads Quota
Implement outbound referral
plans
Lack of Ops support Safety stock inventory levels Murph ā€“ engage with Ops Leaders
Ready, HIT IT!
Lets Connect!
Joel ā€œThorā€ Neeb
thor@afterburner.com
Afterburner.com
Office: (404) 835-3500
[Flawless Execution Webinar Series]
Questions from the
Audience
@AfterburnerInc Afterburner
[Flawless Execution Webinar Series]
Afterburner Webinars | The Overlooked Art of Briefing

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Afterburner Webinars | The Overlooked Art of Briefing

  • 1.
  • 2. The Overlooked Art of Briefing [Flawless Execution Webinar Series] The Session will Begin Shortly!
  • 4. ā€¢ President of Afterburner ā€¢ USAF F-15 Mission Commander ā€¢ U.S. Presidential Escort Missions ā€¢ Air Force Academy Graduate ā€¢ M.S. Aerospace Science / MBA from UT ā€¢ Instructor Pilot of the Year at USAF Training HQ ā€¢ Embedded with Silicon Valley Tech Company in 2015 Joel ā€œThorā€ Neeb Atlanta, GA
  • 5. FLAWLESS EXECUTION CYCLE PLAN BRIEF EXECUTEDEBRIEF WIN!
  • 7. Why Brief? ā€¢ Transition from planning to Execution ā€¢ Connect strategy to activity ā€¢ Compel the team to accountable execution ā€¢ Build a Common Mental Model ā€¢ Improve performance
  • 8. What is a Brief? ā€¢ Not another meeting ā€¢ Process to communicate key plan details ā€¢ Final alignment ā€“ like a ā€œstarter gunā€
  • 9. How to Prepare ā€¢ Setting: Same place, same time, schedule for 15 minutes ā€¢ Preparation: Slides, handouts, key stakeholders invited, phone conference set up
  • 10. Brief the Scenario Restate the Mission Objective Identify Top Threats and Resources Execute the Final Plan Flexibility and Contingencies Plan Review B R I E F B. R. I. E. F.
  • 11. Brief the Scenario ā€¢ The ā€œBig Pictureā€ ā€“Alignment to strategy ā€“The ā€œWhyā€ ā€“Provide context ā€¢ Take at least three minutes here!
  • 12. Restate the Mission Objective ā€¢ Clear, measurable, achievable, and supports the High Definition Destination ā€¢ Post Mission Objective clearly in a dominant place in your work environment
  • 13. Identify Top Threats and Resources ā€¢ Top Threats ā€“Create a sense of urgency to act ā€“Confidence in plan ā€“Remind team to alert you of new Threats during execution ā€¢ Top Resources
  • 14. Execution of the Final Plan ā€¢ Who does What by When ā€¢ Each detailed Course of Action is reviewed ā€¢ Clear roles and responsibilities ā€“One person for each task!
  • 15. Flexibility and Contingencies Review ā€¢ Key to agility during execution ā€¢ Review contingency plan triggers ā€¢ Build confidence in the team members that are still wondering ā€œWhat if?ā€
  • 16. Rules of Engagement ā€¢ 15 minutes max! ā€¢ No questions until the end ā€¢ Use visual aids
  • 17. Team: Sales Leaders Champion: CEO - Murph Ace: Thor
  • 18. Strategic Alignment Create a new execution rhythm for our widget sales teams that drives healthier pipeline and removes end-of-quarter flail. This will allow teams to work smarter, not harder and our business will grow and become more predictable.
  • 19. ā€¢ Develop and deploy a standardized process to achieve qualified pipeline at 3x revenue forecasted for Q2 by March 31st, 2016 Qualified = assessed by sales leader Tactical Mission Objective
  • 20. Top Threats / Available Resources Top Threats 1. Sales team roles poorly defined 2. Lack of strong pipeline in a slow quarter 3. Current quarter distractions 4. Lack of clear forecasting 5. Lack of ops support Resources 1. VP of Sales 2. Sales team training 3. Pipeline inspection meetings 4. Out-quarter pipeline dashboard 5. Spiff for pipeline achievement
  • 21. WHO WHAT WHEN Murph Mission Briefing to entire sales team, release SPIFF January 25th Sandra Create out-quarter pipeline dial in Salesforce January 27th Gomez Identify best practices and pockets of success February 2nd Gomez Create new standards for pipeline creation February 10th Joe Release training syllabus for best practices February 14th Charles Conduct first pipeline inspection sessions February 14th, weekly Ansley Identify pipeline gaps and assign mentors February 28th Thor Lead ā€œSuccess stories and challengesā€ session March 1st Thor Debrief Mission April 7th Final Plan
  • 22. Flexibility ā€” Contingencies Trigger / Action Matrix CONTINGENCY TRIGGER ACTION Lack of strong inbound <80% Qualified Leads Quota Implement outbound referral plans Lack of Ops support Safety stock inventory levels Murph ā€“ engage with Ops Leaders
  • 24. Lets Connect! Joel ā€œThorā€ Neeb thor@afterburner.com Afterburner.com Office: (404) 835-3500 [Flawless Execution Webinar Series]
  • 25. Questions from the Audience @AfterburnerInc Afterburner [Flawless Execution Webinar Series]

Editor's Notes

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