Using a planning chart

Planning chart icon - orb with people looking at a planning chart

Laying it all out in detail to ensure it fits in

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The Planning Chart is simply a grid, with either months, or numbers along the top, to represent periods of time into the future, and rows down the left hand side to allow people to outline the tasks that need to be undertaken. At its heart it is the simplest form of Gantt chart, a place for people to lay out what needs to be done, to look at the interdependencies involved, to balance the workload over time and to agree a set of deadlines to work toward.

The iFrame can be uploaded to a virtual meeting, or stuck up on the wall in a physical one. It is also easy to recreate on flipcharts within a physical meeting.
Planning Charts are all about developing commitment for the activities that need to take place after the meeting, and so they are ideally populated by the people who will be responsible for those activities. For this reason, Planning Charts are best allocated to syndicate groups for completion. The syndicate group can then work together to identify the activities that need to take place, and list these down the left hand side of the chart, and then look across the chart to see what needs to happen when to achieve the plan in a desirable time-frame. The chart can then be displayed to the wider group to gather feedback on the activities and timescales.
The following links provide more information on the tool
Clicking the instant template below will open up as a live interactive tool in your browser. Simply copy its URL from the address bar on the page that opens and share it through your meeting chat with your team. They will instantly be able to participate with you by: adding their thoughts via sticky notes; seeing all that’s going on, and moving things around. For more on instant templates, click here.
 
 
 
 

Track your progress to ensure the efficacy of this strategy.