MEET00

Scope

Objective

At a glance
  • When
  • Where
  • Duration
  • Dashboard
  • Lead Center Manager
  • Attendees

Preparation

Sr Task When By
1 Plan the meeting and invite all attendees: date, time, place
2 Check last meeting's actions: done, or updated
3 Update the dashboard: latest data, slides in the agreed order. Data owners submit their data before. Marketing Manager
4 Prepare own slides: result, analysis, actions All presenters
5 Remind all attendees of the time and their slides

Agenda

Goal: results are visible, every result has an owner, and we keep a finger on the pulse.

How: short and simple. One slide at a time, in dashboard order. Every slide is a mini presentation by the role in its top right corner, and is discussed before the next slide:

  1. Result: key metric first, then its sub-metrics. How much, on target or not, up or down from last period.
  2. Analysis: cause, root cause or insight.
  3. Actions: how we improve, keep or avoid this result.
  4. Discuss: questions and decisions on this slide, now.

Rules and tips: Effective meetings.

Sr Item Time By
1 Check last meeting's actions on the action log slide: done or not, and why 5 min
2
3
4 Repeat all action points: who, what, by when
5 Present the requirements slide: people, budget, items, resources, support, meetings, interventions
Total

Follow-up

  • Record: , with the actions and who did not attend
  • Shared with:
  • Goes to: , for issues this meeting cannot solve, that keep coming back, or that are critical