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  • Molly Ramsay

Being Your Best Self in a Planning Session with Jesse and Jay

Episode Summary

How can we be the most effective and successful in our out-of-clinic planning sessions?

This week’s topic and hosts, Jesse and Jay, are ready to give you the best advice ever! Jay starts saying that the best planning sessions have planning processes in place. Setting aside time to plan your sessions is extremely important to not dwell on the long list of to-dos. Reflection is also a great space to let things digest. Knowing yourself is truly important to always be on top of your game for the meetings. These sessions need the team’s complete openness and vulnerability, and once ended, everyone must stay aligned.

Get to your planning sessions with these incredible pieces of advice!!

Key Take-Aways

  • Before any planning session, there needs to be a planning process.

  • Having confidence in the planning sessions is needed in the team.

  • Teams must be convinced that planning sessions are worth their time.

  • Mid-term planning is more successful than putting fires on the way every day.

  • Create some space for you to plan the planning session.

  • Preparation can include listening to podcasts, reading books about your industry or related topics, or going out for a walk to clear your mind.

  • Keeping track of the issues in your meetings gives you a perspective of how things are going.

  • Planning sessions must have a designated note-taker.

  • The more rough drafts you can have, the better outcome will be.

  • Vulnerability and openness are necessary for planning sessions.


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