How the Macro Plan is Used #
The Macro Plan is designed to track month-over-month progress toward key goals. It can be used by teams or individuals, and it functions as a flexible dashboard to measure performance.
Example: Sales Huddle #
Let’s use a sales huddle as an example.
- The sales team meets regularly as a group.
- Their Macro Plan outlines month-over-month targets for the year.
- These targets cover four key areas of performance.
- As the year progresses, the team tracks actual results against these planned numbers to ensure they’re on pace to hit annual goals.
Use at the Individual Level #
The same Macro Plan structure can also be applied in one-on-one meetings.
- An individual salesperson can track their personal KPIs within the Macro Plan.
- Instead of viewing team-level progress, the dashboard shows their own monthly targets and results.
Beyond Sales Teams #
The Macro Plan isn’t limited to sales. It’s useful anywhere that performance is measured:
- Departments or functional teams (marketing, operations, finance).
- Individuals with measurable monthly targets.
- Any group working toward a shared outcome over the course of a year.
Why It Matters #
- The Macro Plan provides a clear month-over-month snapshot of progress.
- It ensures alignment between individuals and teams.
- It serves as the default dashboard when company goals aren’t available.