Worksheet: Reform, Perform, Transform

I can tell you that having led countless priority-setting sessions with my team and with my clients, these sessions are well worth the effort when done right. The clarity derived from determining a team’s priorities generates excitement, commitment, and focus. It can be a much-needed morale boost and take a team from a laundry list of ‘nice to do’ items to a laser-focused ‘must be done’ list.

 

Doing this well involves having an approach to brainstorming, discussing, and selecting goals. I’ve found that three words help leaders to do this well: Reform, Perform, and Transform. This is a way of organizing and talking about ideas. It provides a framework to ensure that the team isn’t being too short-sighted or, conversely, setting their sights on distant objectives and missing what is right in front of them.

Here is a quick way to think about each of these items and a few words that leaders can use to explain them:

  • Reform Priority – a project, initiative, or metric that the team can turn around. Ask: “What past goal should we stop talking about and finish? What failure or potential failure do we need to overcome?”
  • Perform Priority – means taking the team’s current performance to a new level. Ask: “How might we take our current level of performance to a new level? Where are we currently at, and what would that new outcome look like?”
  • Transform Priority – involves tackling something new that could potentially change the game. Ask: “What are we not doing today that we need to do in the future? What could we tackle that would change the game for us, our organization, and those we serve?”



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