You can’t expect the organization to “just know” how to pull together a quarterly plan. Working without an agreed-upon framework can often be a recipe for disaster.
Leadership (i.e. exec team, business unit leads) is responsible for 1)Developing an inspiring high-level vision and strategy2) Sharing a concrete goal for the period3) Making the final decision on what is prioritized and resourced
Flexport’s best sellers had the courage to say no to transactional deals and embraced if/then statement to encourage long term engagements with customers to service more share of wallet in the long-run