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Planning video

Justin Hales

12/11/24 Outline

Intro

Pain point

this is one module of the ProductOS

you likely have a planning cycle coming up

Planning season always brings up mixed feelings in people:

“I hate planning, it feels like a complete waste of time.”

“We must make meticulous plans” and they spend months perfecting their plans.

But by far, the most common sentiment is a sense of frustration that planning feels broken.

It’s our feeling that planning doesn’t have to feel that way. In fact, it can be incredibly effective (and even fun!) with the right system in place.

Credibility

We’ve talked to 100’s of companies about their planning and distilled the very best patterns into this Planning Module. Companies like Figma, Uber, Snap, Qualtrics, New York Times, and 80% of the Fortune 100.

Solution

Make the right plan. Get everyone aligned and motivated. Start executing with more focus. Do it all in 14 days.

The module follows the basic planning cycle: Team reflection → leadership guidance → goal setting → alignment and dependency resolution → and moving into executing your plan.

Coda’s flexibility

This module is ready to use right away. But the best part is you can customize it to fit your team. Do you run V2MOM instead of OKRs? No problem, just swap it out. Does your team need extra reminders to update their progress every week — just flip a switch and Coda will automatically send reminders.

Oh, and don’t forget — as part of the Planning module you’ll get help from Coda and planning professionals who will help your set your team up for success.

Okay, ready to see the Planning module in action? Let’s jump in.

Planning process

Reflection

Leadership guidance

Set OKRs

Resolve dependencies

Final presentations

Start executing!

Saying

Showing

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