Getting better at getting better is what RiseWithDrew is all about.

Monday through Thursday, we explore ideas from authors, thought leaders, and exemplary organizations. On Friday, I share something about myself or what we are working on at PCI.

1: This week, we’ve been exploring ideas from Mark Moses and his co-authors in Making Big Happen. Many of us have been involved in strategic planning for our organizations in recent weeks. Our leadership teams have been busy outlining our big goals for 2023 and putting together plans to make these goals happen.

Great. Now what?

Many times we as leaders stumble with the next critical step: communicating these goals and plans for the year to the entire organization.

2: At PCI, we block off 90 minutes each quarter to hold an “All-Hands” meeting. We call this our “Not The Typical Quarterly Business Meeting,” a play on our NotTheBigCompany branding.  

Holding an upbeat, action-packed, informative quarterly meeting that brings everyone together is a key driver of building an inspired and engaging workplace culture.

The quarterly rhythm is critical. PCI is a virtual organization. After the pandemic, we sublet all our office space. So, we believe it’s especially important to gather all of our associates together regularly, be it virtually or in person, to build cohesiveness and connection and to keep everyone informed on how we are doing as an organization.  

In January, this meeting serves as our official kick-off for the year. We begin by reviewing our values and our purpose. Then, we share the work our Leadership Team has done during our strategic planning meetings. We communicate our 10-year vision, our 3-year picture, our 1-year plan, and our rocks or critical initiatives for the first quarter.  

Then, in each subsequent quarter, we provide an update on our progress against our 1-year plan and our quarterly rocks.    

At PCI, we are big believers in transparency. We also share financial and performance data for all areas of the organization. When the numbers are great, we celebrate. When the numbers are bad, we discuss what needs to be done to address the issue.

Sharing metrics consistently is vital, and our quarterly meetings provide a great forum to do so.   

3: The final agenda item is also the most important: recognition. We recognize our top-performing teams and our top sales performers for the quarter and then present our 5byFIVE awards, which celebrate associates for living PCI’s five values.

More next week, and Happy New Year!!

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Reflection: What areas of my life would benefit from a consistent, quarterly check-in?

Action: Create a recurring quarterly action item for any areas I’ve identified above.

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