The Meeting Pulse

Meetings are mostly a waste of your valuable time…

They’re unstructured, take longer than necessary, and include more people than they should.

Over the last 5 years I’ve read many books on how to conduct company meetings and I’ve ran them for multiple businesses.

I’ve condensed my learnings and experience into this simplified system for shorter and more productive meetings so you don’t have to.

It consists of only two meeting types:

1. Weekly Meeting
2. 60 Day Meeting

The backbone of this system was inspired by Traction’s (EOS) meeting system, which I’ve simplified further.

The Weekly Meeting

1. Pulse

Review the 5-15 most important metrics in the business and make sure they’re on track. If not, add it to the issues list.

2. Rocks

Review the most important projects for the next 60 day cycle, and make sure they’re on track. If not, add it to the issues list.

3. Issues

Identify, discuss, and solve any issues. The solution usually turns into a project or next action.

The 60 Day Meeting

1. Review

Review financials, Rocks, and company goals for the previous 60 days.

2. Vision

Review the company vision and longterm goals (update if needed).

3. Rocks

Keep, kill, or combine Rocks for the next 60 days until there are 3-7 for the company and assign ownership.

4. Accountabilities

Review the org chart for accurateness. This can also be an opportunity to identify new roles needed.

5. Issues

Identify, discuss, and solve any issues. The solution usually turns into a project or next action.

This is the recipe for a great meeting pulse.

More can be added such as company headlines, segue, or the cadence of the 60 day meeting can be pushed back to 90. Businesses will always add their own flavour, but as long as you’re reviewing these key topics and don’t add too much fluff, you’re golden.

Keep a pulse on your business:

1. Identify your top 5-15 company metrics to review weekly
2. Identify your 3-7 most important projects (Rocks)
3. Capture issues throughout the week
4. Conduct your Weekly Meeting

See you all next Thursday 👋

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