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Review Metrics/KPIs
Track progress on metrics, goals vs. actual. Where are we off from the plan? Why?
Insights
Roundtable
Keep everyone up to date, look for efficiencies, and help each other get unblocked.
Name
Name
Deep dive
Before the meeting, select a project or area of the business to do a deep dive into. Have someone give a presentation on that area.
Messages to share with the team
Is there anything to be communicated to the entire company?
Next Steps
Company Vision
Key Metrics
Customer/employee updates
Deep dive (Important topics & large-scale changes)
AMA (Ask me anything)
Appreciation reward
Track progress on metrics, goals vs. actual. Where are we off from the plan? Why?
Share key updates and provide a “State of the Union.”
Keep everyone up to date, look for efficiencies, and help each other get unblocked.
Recent wins
Current priorities
Anything you are stuck on?
Recent wins
Current priorities
Anything you are stuck on?
Improve your long-term business results through an interactive learning or team-building experience.
Chose one challenge or area of priority.
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Call to Order
A [meeting type] meeting of [organization name] was held on [date] at [location]. It began at [time] and was presided over by [chairperson’s name], with [secretary’s name] as secretary.
Attendance
Voting members
Guests
Members not in attendance
Approval of minutes
A motion to approve the minutes of the previous [date] meeting was made by [name] and seconded by [name].
Officer’s Reports
Other Reports
Main Motions
Announcements
Adjournment
Welcome/Overview of the Day
Measuring success/KPIs
Setting the stage
Review Vision, Mission, and purpose
Where are we going?
What do we need to focus on to achieve our vision?
Action planning for the strategic priorities
Next Steps/Action Steps
Tell the story of the company using the fewest number of metrics/charts to properly frame the current status.
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