A quarterly business review meeting is a great way to realign your team towards success. Time to adopt a bird year’s perspective, review the past and plan for the future! This is your chance to excite everyone about the why, not just the how. Your team shouldn't just get instructions from you. They should know why you are moving in a certain direction. This bottoms up collaboration is a great way to boost morale.
- You should schedule this meeting in advance - I recommend at least 2 weeks! This gives everyone a chance to come prepared. You should share project reviews, and business metrics in advance.
- Don’t forget to review the previous quarter - Learn from what’s happened in the past. Celebrate successes and review failures.
- Share lessons learned - If something worked, can it be replicated? Any new insights that the team found? This agenda item should come not just from you, but also from the team members. Time to crowdsource!
- Be sure of expected outcomes - Before you start the meeting, everyone should be aligned on what will make this definition successful. I like this format “Our goal of this meeting is to finalise our 2 most important metrics for the quarter. We also have to finalise the v1 of individual goals”
- Don’t let it get sidetracked - Such meetings have a tendency to get sidetracked. People get lost in small debates. It’s your job to keep the agenda flowing!
#1 - Review last quarter (15 mins)
- What was the biggest win of last quarter?
- Did anyone go above and beyond their normal duties? Time to praise them.
- What was the top thing you did really well as a team?
- Which metric were you able to move really well?
- End with the Start stop continue format - What should you start doing this quarter that you didn’t last time? What should you stop? And what should you continue?