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Communicate the Plan Clearly

10.12 Communicate the plan clearly and have clear metrics conveying whether you are progressing according to it.

People should know the plans and designs within their departments. If you decide to diverge from an agree-upon path, be sure to communicate your thoughts to the relevant parties and get their views so that you are all clear about the new direction. This allows people to buy into the plan or express their lack of confidence and suggest changes. It also makes clear what the goals are and who is keeping up his or her end of the bargain and who is falling short. Goals, tasks, and assigned responsibilities should be reviewed at department meetings at least once a quarter, perhaps as often as once a month.

a. Put things in perspective by going back before going forward.

Before moving forward with a new plan, take the time to reflect on how the machine has been working up till now.

Sometimes people have problems putting current conditions into perspective or projecting into the future. Sometimes they forget who or what caused things to go well or poorly. By asking them to “tell the story” of how we got here, or by telling the story yourself, you highlight important items that were done well or poorly in relation to their consequences, draw attention to the bigger picture and the overarching goals, specify the people who are responsible for specific goals and tasks, and help achieve agreement. Being able to connect all these items at multiple levels is essential for people to understand the plan, give feedback on it, and eventually believe in it.

* Source: Principles by Ray Dalio

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