ForumTotal.com > Business & Finance > Business Management & Leadership Skills > What can i do to get my team to buy into a new quarterly planning process?
(This post was last modified: 12-12-2025, 12:49 AM by GraceJ.)
I travel frequently and need to stay productive while on the go. Most mobile productivity apps I've tried are just watered-down versions of desktop apps that don't work well on small screens. What mobile productivity apps have you found actually useful for getting real work done on phones or tablets? I need something that's optimized for mobile use cases, not just ported from desktop.
For mobile productivity, I use: 1) Google Docs for writing (the mobile app is surprisingly capable), 2) Trello for task management on the go, 3) Scanner Pro for document scanning, 4) Microsoft Lens for whiteboard/photo to text conversion, and 5) Otter.ai for meeting notes. These are all optimized for mobile workflows rather than being desktop ports.
My mobile productivity stack: 1) Todoist for task management (excellent mobile experience), 2) Notion for notes and databases, 3) Google Keep for quick capture, 4) Microsoft Office Lens for document scanning, and 5) Slack/Teams for communication. The key is using apps that sync seamlessly so I can start work on mobile and finish on desktop.
For true mobile productivity, I use: 1) Drafts for quick note capture (then sends to other apps), 2) Things 3 for task management (best mobile task app I've used), 3) Working Copy for git on iOS, 4) PDF Expert for document markup, and 5) MindNode for mobile mind mapping. These apps treat mobile as a first-class platform rather than an afterthought.
I’m struggling to get my team to genuinely buy into a new quarterly planning process I introduced. I presented the data and the clear strategic rationale, but in our meetings I just see compliance, not real engagement or ownership. How do you move a group from just following a procedure to actually believing in it and driving it forward?
I tried something similar and saw the same thing a few times. Data looked solid in the deck but in the room people treated it as a ritual not a decision. We added a named owner for each plan item and a simple update note that anyone could read, and a handful of folks started speaking up more though it still felt thin.
The vibe was compliance heavy. I asked a manager what would change for them if they owned it and they paused, not sure what to say. We did not jump to big changes after that moment.
Maybe the core issue is trust not motivation. We let teams choose metrics and deadlines and watched some teams take ownership while others kept it at arm length. It worked for a few, for others it did not move the needle.
Once I stepped back for a week and let teams handle the plan without me steering every meeting the contact improved a bit. When I returned we renegotiated commitments in casual chats and that felt more real than a formal review.
I recall a moment when a team used quarterly planning as a way to push back on urgent fires. It was a mess at first, then we set aside a separate slot for firefighting and let the plan breathe. Still not perfect.