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6 Operating Rhythm Examples & Systems To Support Them

Here are some common rhythms that many high-performing teams have and rely upon to get their most strategic projects and goals done.

Every organization, every team, every leader will have their own operating rhythms. But there are some common rhythms that many high-performing teams have and rely upon to get their most strategic projects and goals done.

These rhythms don’t just help them get goals across the finish line, they also help keep progress visible and allow for enough flexibility to change priorities, resources and expectations as situations change (which they invariably do).



Here are 6 Common Operating Rhythms of High-Performing Teams:

#1 Annual Strategic Planning & Visioning

What: Set or re-set the ‘happily ever after’ vision for the next 1-3 years. These are the ‘big hairy audacious goals’ that will bring you closer to fulfilling your mission or purpose.

When: Each year, near the start of the year, but definitely before the end of the first quarter.

Who: Leadership team, key decision makers, stakeholders

Support Systems: Executive Management


#2 Quarterly Goal Planning

What: Prioritize the projects, programs and goals you will undertake in the next 90 days that will bring you closer to realizing the strategic vision you set at the start of the year. Identify measurable results of project, program or goal. These goals should generally be completed within 1 year.

When: Each quarter, near the start of the year, but definitely before the end of the first month in the quarter.

Who: Leadership team, Project or program leaders, key decision makers

Support Systems: Executive Management, Communications & Collaboration, Project Management


#3 Monthly Goal Review / Planning

What: Review progress and results-to-date on quarterly projects, programs and goals. Revise goals or update strategy as needed. Devise action plans for continued goal progress.

When: Each quarter, near the start of the year, but definitely before the end of the first month in the quarter.

Who: Leadership team, Project or program leaders, team members, key decision makers

Support Systems: Communications & Collaboration, Project Management


#4 Monthly Financial Close & Reporting

What: Finalize, review and consolidate accounting transactions for the month. Create and analyze financial reports.

When: The end of each month

Who: Accounting team, Leadership team, Project or program leaders

Support Systems: Accounting & Financial Management, Executive Management, Communications & Collaboration


#5 Weekly Plan & Review

My Weekly Business Planning template in Workboard.

What: Review weekly Red, Amber, Green (RAG) status for the month’s goals. Devise action plans for continued goal progress.

When: Each quarter, near the start of the year, but definitely before the end of the first month in the quarter.

Who: Project or program leaders, team members key decision makers

Support Systems: Project Management, Communications & Collaboration


#6 Daily Touchpoints

What: 15-30 minute team meeting for help, issues or questions on this week’s action plans.

When: Daily or 2-3 times per week

Who: Project or program leaders, team members, key decision makers

Support Systems: Project Management, Communications & Collaboration


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Tell Your Story, Set Your Operating Rhythm and Establish Your Systems.

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operations kisha solomon operations kisha solomon

The Power in Creating Your Own Rhythm + Systems

When you’re surrounded by the chaos and inconsistency of dysfunctional systems and rhythms, it may seem as though you are completely at their mercy. But in most cases, you can still make sense of the madness.

Systems are everywhere.

And by systems I mean complex and coordinated networks of people, processes and technology that were created to repeatedly and consistently deliver a defined outcome or end result.

We’ve all had the experience of having to deal with a dysfunctional system. When a system is dysfunctional, nothing gets done when or how it’s supposed to be done. You can’t rely on the system’s output or even trust that there will be an output.

The same goes for rhythm. Almost every process has an established rhythm that it moves by. When processes (or the people who run them) are out of rhythm, then there’s no clarity on when things will happen or how often. Inconsistency abounds.

If you don’t create your own system, one will be provided for you.

When you’re surrounded by the chaos and inconsistency of dysfunctional systems and rhythms, it may seem as though you are completely at their mercy. There’s nothing you can do to change such huge and broken systems, so you may as well just give into them.

In some cases, this may be true. But in most cases, you can still make sense of the madness.

While you may not be able to change the huge, dysfunctional systems and rhythms of the organization-at-large, you still have the ability to create and influence the rhythms and systems that functionally support your team’s needs and values. This is especially important to remember when you’re a leader of a high-performing team that’s embedded within a dysfunctional organization.

I often say that the team is the smallest unit of organizational culture. The most tangible way that is proven is in the team habits, behaviors, tools and practices (aka, rhythms and systems) that they use to accomplish their objectives and goals.


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What Is an Operating Rhythm?

Whenever I explain what an operating rhythm is, I always think of the old nursery rhyme, '‘Here We Go ‘Round the Mulberry Bush’.


This is the way we wash our clothes
Wash our clothes
Wash our clothes
This is the way we wash our clothes
So early Monday morning...
— Here We Go Round the Mulberry Bush

I always think of this old nursery rhyme when I explain what an operating rhythm is.

In short, an operating rhythm is the combination of the things you do, the way you do them and the frequency with which you do those things in the process of fulfilling your needs and obligations.

You might otherwise refer to them as your habits and routines. They are the repeated actions and behaviors that make your life (or your business) possible. The better you get at doing them, the better results you get.

Operating rhythms are generally associated with the core operational functions of your life or business. For the sake of this article, we’ll focus on operational functions for a business.


Below is a list of objectives associated with each of the core business functions. Your business operating rhythm consists of the activities you take to meet these objectives and the frequency with which you do those activities.



7 Core Business Functions & Objectives

Function: Marketing & Sales

Objective: Find & attract new buyers

Objective: Make money off of who you know, what you know and / or what you produce or deliver



Function: Product / Service Development

Objective: Create your service or product

Objective: Improve or expand your service or product



Function: Product / Service Delivery

Objective: Deliver your service or product

Objective: Fulfill the promise made to your customers and / or stakeholders



Function: Customer / Stakeholder management

Objective: Derive value from the relationships you’ve built



Function: information management

Objective: Derive value from the data you’ve produced or collected



Function: accounting & financial management

Objective: Track & categorize income & expenses

Objective: Derive additional value from your financial resources



Function: strategy & planning

Objective: Get closer to ‘happily ever after’


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The 5 Types of Systems Every Business Needs

Running a business, team or project without the right systems is possible but it usually isn’t pleasant.

Running a business, team or project without the right systems is possible but it usually isn’t pleasant.

As you begin to grow, your systems will need to grow along with you. Choosing systems that support the core functions of your business today, while also giving you the option to change or expand systems in the future is critical to avoiding having too many systems or systems that cost too much.

While every business or team will differ in what they need to deliver the best results, these are 5 common business systems that every business needs:

Marketing, Communications & Collaboration

These systems enable you to communicate both internally & externally. They are how you market your products and services to new customers, how you stay in touch with previous customers, and how your employees and partners communicate with each other.

Includes: Email, Social network, Intranet, Website, Social Profiles, Web Meeting & Collaboration Tools

Examples: MailChimp, Microsoft 365, Wordpress, YouTube, Slack, Zoom

Relationship Management

These systems help you keep track of all the information and interactions you have with your customers, employees, partners, donors, sponsors, etc. These systems help you better understand and manage those relationships.

Includes: CRM, ERM, PRM

Examples: Salesforce, Honeybook, Hubspot

Product / Project or Service Management

These systems track all of the information related to the creation and delivery of your products, projects or services. They can include product specs, features, and images, project tasks and deliverables, or service descriptions, quotes and job aids.

Includes: project management, case management, customer management,

Examples: ServiceNow, Workboard, Salesforce, Asana

Accounting & Financial Management

These systems help you process incoming and outgoing payments and track and categorize your income and expenses. They also help you manage your assets and their value over time.

Includes: Payment processing, accounting & bookkeeping, budgeting,

Examples: Quickbooks, SAP, Paypal, Stripe

Executive Management

These systems help you set and measure objectives, goals and targets. They enable you to understand how one or more aspects of your business is performing and to gauge the overall health of your core business functions.

Includes: KPIs, dashboards, reports, graphs

Examples: PowerBI, Workboard, Salesforce, Hubspot, Google Analytics


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