McBride for Business Blog

Planning in Teams – 4 Key Points

April 5, 2017 // R. Shawn McBride // No Comments »

As you probably know, I’m a big proponent of planning. I want private business owners to be successful and build companies that stand a test of time and this means plans. Building things that work, to keep the business running even in the absence of the business owner, to create more value.

One of the biggest challenges is planning in teams. It’s great for an individual to have plans and we talk about that in The 3 Laws of Empowerment for High-Growth Companies, (, and how each employee should have their own plan but should fit together as part of a greater whole. When we’re working as teams, we have multiple plans going on simultaneously to achieve a great end. So, there’s an extra layer of coordination. How do we successfully plan as teams?

# 1 We need to have a shared vision and goal. We need to know where we’re going, what we’re trying to do as a team, and where we want to be. It’s pointless if we don’t have the same destination. One of the biggest mistakes we see teams make is they don’t share the same goals. They talk in vague terms about getting bigger, serving customers better, or growing the business. But these things can mean different things to different people. There may be different product segments in the business or different types of services they can offer. There needs to be a very clear vision and clear goal of what the company needs to accomplish. Everybody needs to be on the same page.

#2 Break the goal down into individual pieces, points of responsibility. We need to know how everybody on the team is going to contribute to the goal and make it happen.

# 3 We need to break the goals down to individual plans. Once we know what the team goal is and once we know what the team needs to achieve and how the team’s going to achieve it – each person needs to have individualized goals that get the team to the finish line. Those individualized goals should be aligned. They should work with the individual needs and wants of the particular employee and capitalize on that employee’s skill set. It should cause an alignment, as discussed in our previous blogs (…llow-your-growth/).

# 4 We need to monitor the goals. It’s great to have goals. It’s great to break the goals down by a person, but somebody needs to be keeping track of what’s going on. There’s an extra layer of complication in teams because all the pieces need to come together to achieve the goal. Somebody needs to be keeping an eye out, making sure that all the team members are doing their piece and that they’re getting where they want to be. If you bring all of this together, highly harmonized individuals all working on a comprehensive plan, you have a map to greatness, to achieving your goals and moving the organization forward.

What’s been your experience with planning with teams? What challenges have you had? How have you overcome them? Join us in the comments below and let us know.

Make sure you download our free checklist to assess your business:


This posting is intended to be a tool to familiarize readers with some of the issues discussed herein.  This is not meant to be a comprehensive discussion and additional details should be discussed with your attorneys, accountants, consultants, bankers and other business planners who can provide advice for your circumstances. Each case is unique.  Past results do not guarantee future outcomes. This article should not be treated as legal advice to any person or entity. Sharon Brucker.


About the Author

R. Shawn McBride is the Chief Innovation Officer at McBride For Business, LLC. His signature keynote, The 3 Laws of Empowerment (, gives audiences an entertaining look at how they can prepare, plan and protect themselves. You can reach R. Shawn McBride at or (214) 418-0258.


Check us out on the web at,

Get Shawn’s latest book:

Add us on Twitter: @McBrideForBus #McbrideForBusiness #3LawsofEmpowerment

Like us on Facebook:






Posted In: Business, Growth, Strategy

Leave a Reply

Show Buttons
Hide Buttons