Do you feel like you are in back to back meetings, yet somehow lack quick decision making and time to reflect on strategy? You may need to level up your meeting governance by putting into place a new meeting rhythm and agenda.
Verne Harnish, author of Scaling Up and founder of the Young Entrepreneurs Organisation and Scaling Up Coaches has synthesised and analysed some of the world's leading companies and their meetings. Based on this, Scaling Up recommends a new meeting governance for scaling and growth focussed companies. For efficiency we have summarised it here!
The Daily Team Huddle
Why? Informational
Who? Each Team/ Unit separately
When? Daily on specific time for 10 mins –keep it short and
informational.
Covers? What’s up/new?
The critical daily number/ top 3 priority tasks
Today’s focus
Blockers - Where are you stuck?
Weekly Team Meeting
Why? Fast intel and Operational Decisions
Who? Each Team separately
When? Weekly, in place of Daily Huddle. 60-90 min
Recommend all on one day to free week up.
Covers? Good news sharing
Priorities / Key Rocks / Critical Number tracking (red, tallow, green)
Customer learning / feedback this week
Employee feedback this week
Collective intell:
Urgent/important operational issues / challenges
collective
Brainstorming.
Next weeks’ focus (Main thing)
Monthly Leadership Meeting
Why? Make decisions on key issues facing the company.
Who? Senior Leadership and -1 Level (Mid level management).
When? Monthly, 4-6 hours
Covers? Agenda of key issues collected prior
Past Month Key Outcomes and Decisions
Key Concerns and Open Issues (Brainstorm solutions)
Review Core Values & Strategy
Learning and development e.g. professional training or peer expertise sharing.
Quarterly Leadership
Why? Review company performance, strategy and organization
Who? Senior Leadership (responsible for Strategy and Key Metrics)
When? Quarterly, ½ - 1 day
Covers? Company performance vs. Goals
Strategy (Core values, Purpose, Brand, BHAG)
Adjustments to upcoming Priorities and Targets
Quarterly Planning
Why? Plan next quarter goals and priorities
Who? Executive plus other relevant Team Members. Some small businesses all staff.
When? Quarterly, off-site 8-10 hours
Covers? Learnings from last quarter
Updates and refinement to Strategy
Goal-setting and Priorities set for upcoming quarter
Setting Quarterly Theme and individual priorities
Annual Planning
Why? Decide Next Year’s Goals and Annual Priorities
Who? Executive plus other relevant Team Members.
When? 2-Days, off-site 8-10 hours
Covers?
Review Performance Past Year
Learnings from past Year
Learnings from Staff Engagement survey/feedback
Review Strategy
Updates and refinement to Strategy
Goal-setting and Key Thrusts set for upcoming quarter
Key Rocks / Priorities for the Year beyond Business as Usual.
Thanks to Verne and Scaling Up!
Want help implementing a Meeting rhythm and levelling up the quality and output from your Meetings ? Contact Made for Scale to help you to facilitate and prepare your meetings.
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