Lets take a look at these meetings in more detail. Just recently I had the benefit of sitting in on a day and a half leadership team meeting of a rapidly growing regional commercial landscaping company. As the weeks go by, though, it gets easier to see which parts of the plan arent working out as planned. The Monthly + Anytime Decision Making Meeting. Meeting Cadence Checklist To establish a meeting cadence, here are some things to consider: Fifty plus leaders from all across the region spent the first day huddled with their lines of business colleagues (e.g., maintenance, installation, support, etc.) They say you can never be too prepared. The Monthly + Anytime meeting solves a specific strategic challenge. First, we look way back to the start of the No Bullsh!t Leadership journey in 2018 to Episode 6, which was The Psychology of Feedback. First, the leadership team needs to be working from a common strategic framework (Are we in sync on where we are trying to take the business?, Do we share a common view of how to execute to realize our strategic direction?, Do we make decisions based on a common view of the organizations values?) Keep the discussion structured but not rigid. Books you might also find helpful: Five Dysfunctions of a Team, Crucial Conversations. Now obviously, size matters. Team meetings are also a place to gather, bond, and build rapport as a leadership unit. No big emergencies, but youve got a feel for the pulse and a sense for where you need to make adjustments in how the organization operates. For example, as Chief Executive, I was assessed on my commercial performance, as was the frontline supervisor. 2. The leader of the practice, Bill Wiseman, facilitated most of the meeting and he gave excellent advice for dealing with some of the challenges we face as experts. 90 daysor one quarteris long enough that teams can see results (or lack thereof). OKR Examples Ready to learn more? Define an action plan, which includes who will be carrying out each initiative, who is responsible for tracking progress towards each goals, and timelines, Review key decisions that were made to ensure everyone is on the same page, Identify what will be shared with the rest of the organization and how that messaging will be delivered, Close the meeting by asking if anyone has any final thoughts, and thanking everyone for their time, Automate scheduling and following up on meetings, Run more effective and engaging team meetings, Store info about what you need to cover in a leadership meeting agenda. Episode #111 // If you took a poll of 100 leaders, you'd be hard-pressed to find one who'd say that they'd like more meetings in their lives, especially these days where 'Zoom fatigue' has become a factor. One-on-one communication is often the hardest. If you haven't listened to Episode 96 on Performance Reviews, I'll just give you a really quick recap. These meetings were fantastic and they fulfilled a number of functions. In todays world, the status quo is no longer an option. Keep in mind that these are simply outlines meant to be used as a starting point. Thats relative, and because it varies so dramatically from group to group, there is no one-size-fits-all approach to strategic planning. Normally, people tend to create too many KPIs, so just be careful of this. Set a clear agenda. One of those meetings each month, one of those weeklies, would turn into an extended, half day, strategy session. What is the meeting's purpose? Oh, weren't those the days when we could travel! This creates the following rules for leadership team meetings: The meeting agenda templates and guides outlined below provide a solid foundation for scheduling and running your leadership teams meeting cadence. When I asked the CEO why he was willing to invest in this type of cadence he said, its really pretty simple, we are a growing company with many moving parts and it is absolutely critical that all of our leaders speak a similar language, learn from each other and recognize that we are all held accountable to reinforce the culture and drive performance.. 2020 329. There were two things in particular at CS Energy. Leadership team cadence is like the drum beat that helps a leadership team march in rhythm and alignment. Here is a suggested cadence meeting agenda: Outstanding project status, next steps, and ownership. From this, a comms plan would be developed that the leaders would take back out to their parts of the business so that they could give their teams the same message. If you use or want to try out this pattern with your team, you should give our software a try. Weekly Meeting found in: Weekly Progress Report Status Of Work Structure PDF, Weekly Project Schedule Status Checklist Microsoft PDF, Weekly Project Management Schedule Sample PDF, Weekly Meeting Schedule Of Business Ppt.. With the Daily Huddles, youve learned the day-to-day rhythm of how work flows through the organization. What it is today may be completely different tomorrow. LinkedIn and 3rd parties use essential and non-essential cookies to provide, secure, analyze and improve our Services, and to show you relevant ads (including professional and job ads) on and off LinkedIn. In the case of the town hall style meetings, to do people a courtesy, of showing that what they do is important enough for me to be on the ground talking to them, not just sitting in an air conditioned office somewhere, judging them by the reports that turned up in my inbox. #1. Some information just doesn't fit in a memo or company-wide email. Next, the leadership team has to decide the norms for running effective meetings (e.g., pre-published agenda and supporting documentation, key roles defined such as facilitator and note taker, plan to disseminate information). We've prepared facilitator guides for all the meetings described here, and put them together in a single packet that you can download at the end of the post. They do not let days of change and drift pass between check-ins; they have their fingers on the pulse. where they dug into their key performance indicators (KPIs) and challenged each other in sometimes heated but mostly improvement-focused discussions. 9. Hive Notes is a free extension of Hive that lets you create agendas, share them with participants, and collaborate on them in real-time during the meeting. #2. Well help you find the true target thats at the heart of every wish. The one-on-one conversations, town hall meetings, where you might be addressing a large group of people, smaller group meetings, where issues are discussed and decisions are formulated as a result, reporting meetings to board and shareholders and presentations of all types. Align on upcoming meetings, projects or goals. Moving off site helps the group step away from the day-to-day operations, and provides better opportunities for reinforcing the relationships you need in place in order to work through challenging questions. 1. While it may not feel natural at first, every agenda item in these meetings serves a results-oriented purpose. But on top of these formally scheduled one-on-ones, twice a month, once on their agenda, once on mine, we also had drop-ins all the time. We just kept talking about them and pointing fingers and bemoaning how impossible it all was because we didnt know what else to do. These meetings can be used by leadership to communicate any upcoming organizational changes to employees and ensure that they get relevant information on time. When possible, we recommend scheduling a 1 to 2 day off-site for this meeting. Get yours delivered to your inbox below. You can imagine why that might be a little bit uncomfortable for some of the participants, particularly when they're not performing and they don't know how to perform. This helps you take a step back from the day-to-day operations and eliminate distractionsplus can be used as a leadership team building exercise. Each person shares: For more details, download the facilitator's guide for running this meeting: The Weekly meeting lasts 60 - 90 minutes, and is scheduled for the same time and day each week. As we grew, the meetings got more focused and less frequent and functional teams and sub-functional teams developed their own cadence. Period. Does all that look like too much? A high level of accountability, a drive for excellence, calculated risk taking, focus on value creation, and high levels of integrity, to name just a few. Answering the "What is Fred up to?" Some small companies gather the whole team from all positions and discuss the day ahead; some divide the leadership into one-on-one and team meetings. To view or add a comment, sign in, I love the last paragraphespecially 'it is absolutely critical to do the simple things the right way'. Your cadence. Sometimes, people want to share a problem, so they don't feel singularly accountable for solving it. Last but not least, the Monthly + Anytime meeting dedicates time to deeply investigating and addressing a specific strategic challenge. The meeting could effectively take place asynchronously. This post covers the core meetings that drive effective business management. The first 5 agenda items reconnect the team with each other, their commitments, and the previously stated goals. There are a few crucial things to consider if you're seeking to establish a great meeting rhythm. Personally, Ive worked in environments without this structure where we spent WAY more time talking about our progress, lack of progress, and strategic challenges - rarely ever deciding on ways to solve our problems. 1. Both meetings include time spent sharing information, ensuring all leaders work with the latest updates. This is an incredibly detailed episode, so we've created a free PDF guide 'Practical Execution Tips: How to Get Your Meeting Cadence Right' which you can . In reality, some people will spend more time than this. They have to always focus on the things that drive the greatest value for the organisation, not the minutiae. Hearing about bad news or upcoming challenges straight from company leadership can reduce the likelihood of rumors and misinformation. Weekly at a minimum. Coaching may help. When run well, a Weekly Leadership meeting: There are three meetings in the strategic cadence: an Annual Strategic Planning meeting, a Quarterly Strategic Refresh, and the Monthly + Anytime Strategy meeting. Are the organizations actions lined up with the vision? The Annual meeting establishes the high-level strategy for the coming year. You'll want to develop your own Meeting Flow Model that connects all the dots. Today, were putting all that into practice. One-on-one meetings will determine the level of performance you get from your people. This is a longer meeting involving key decision makers in your organization. So tell us everything. Now that Zoom and Microsoft Teams dominate the corporate meeting environment, they've become even more dreaded. While the plan above looks and sounds like a ton of time spent in meetings, it represents just 10% of a full-time employee's available time. The Leadership Meeting Cadence: Bringing the concepts to life. - Listen to The Leadership Meeting Cadence: Bringing the concepts to life by No Bullsh!t Leadership instantly on your tablet, phone or browser - no downloads needed. We'd get the leaders of each of these functions underneath the executive to present on their particular area. I'm going to let you in on the leadership meeting cadence that I developed over the last 10 years or so of my executive career. But the kind of thinking and decision making we need when resolving a logistics problem (operations) is not the kind of thinking we need when evaluating the threat posed by a looming budget shortfall (strategy). The frequency of operational meetings drives the organizations work momentum. You should have an open door policy and make sure that people are aware of what's going on and can always tap into you. At these meetings you want to work on personal development and this gives you the opportunity to focus on each person's competency for their leadership level in your church's pipeline. This was where we brought to bear all of the constructive tensions in the team and turn them into a better understanding of how to create value. NOVEMBER 16, 2020. Step 2 Set up a meeting cadence Choose a schedule that makes sense for you and your leadership team. How do you liberate your people in a way that allows them to contribute, without turning the process into an all care, no responsibility, shit show? Well work with you to design a strategy that delivers guaranteed results. If you have the time, add more to the agenda. Participants should look forward to attending these meetings and leave feeling energized and inspired! You can also download our facilitators guides to learn how to lead these meetings and run them however you see fit. And while you might be tempted to schedule meetings on an "as-needed" basis or one at a time, we recommend choosing a definitive meeting cadence so leaders know what to expect. They could come to me with anything they wanted to discuss. They also need to understand the context in which they operate, so their decisions can be implemented. Habits are behaviors so common that theyre done unconsciously. There are 4 facilitator guides in the pack: When run well, a Quarterly Strategic Refresh meeting: This is an outline only. In this video tutorial. You have to master the art of getting your point across clearly, and with a level of engagement and, often forgotten in the communication process, is the art of listening. When we started Lucid Meetings, it wasnt because we were all excited about meetings. The Daily Huddle is a short meeting designed to keep teams in synch and kick the day into gear. Its a very rewarding way to work, because not only do you stay up-to-date, you see that youre part of a group that can deal with issues and get stuff done. But in the end you'll want to make this your own and we heartily encourage that! #111: The Leadership Meeting Cadence - Listen Here Join the Crush Your Career Challenge 2022 - Here Buy the NO BULLSH!T LEADERSHIP BOOK -Here. Well listen to you and listen between the lines. Meeting Cadence Definition: Your meeting cadence is how often you have recurring meetings (daily, weekly, monthly, etc.) Someone in the leadership meeting should be taking diligent notes and sharing them with the group after. It will challenge any team that isnt confronting their elephants. For example, a year-end staff meeting or new year staff meeting will occur only once per year. I had to be a little bit careful not to direct them, but rather to give them some guidance about how they might think through a problem, which is a slightly different thing. Most groups dedicate at least one to two days for strategic planning every year. by They actually dreaded them. It's crucial that you establish a clear cadence and rhythm for how your reporting on objectives and driving meaningful conversation. There youll find lots of variations on this theme, and perhaps some alternate techniques that better fit your crew. Everyone needs to add another hour or two over the course of the quarter to prepare for the Weekly meetings by updating their metrics and action items. #61: Learning to Say No - Listen Here Ep. The quarterly meeting can be a good time for the leadership team to evaluate key personnel, for example. As I learned many years ago as a young light infantry lieutenant,it is absolutely critical to do the simple things the right way. Use it every day, once a week, or once a month. The facilitators guide also includes tips for adapting each meeting and links to other good examples. In the first week, there isnt much to report. Conversation. Purpose: Often referred to as a daily stand up, the type of meeting is more administrative in nature and is designed to keep the leadership team in sync. Its the well-run business that we're after. Make sure people share any time when they plan to be unavailable, either due to work or personal commitments. Where you stretch them to bring out their best, and when you support them to deliver the things they have to deliver. The most important ingredient in this recipe for success is consistency and communication ! More specifically, leadership team cadence is the necessary pattern of interactions (meetings, one-on-ones, written communications) that enable a leadership team to shape, monitor and adapt an organization's strategic intent.. Two words are emphasized in this definition. The first thing, was the central safety committee. These templates show one way to run each meeting. These templates show one way to run each meeting. The leadership can communicate any upcoming changes and update employees as needed regarding the business plan. We believe that two important elements must be in place for cadence to be an effective tool. Simply carving out time to talk about strategy periodically will help keep it top-of-mind. Episode #111 // If you took a poll of 100 leaders, you'd be hard-pressed to find one who'd say that they'd like more meetings in their lives, especially these days where 'Zoom fatigue' has become a fa. And the Quarterly meeting requires yet another hour or two of prep from everyone involved. Others are harder, so they get put on the list for the monthly strategic meeting. Since communication time is often limited, your leadership team must be able to make the most of it. A major initiative, relationship issues they were having with their peers, how to influence one of the directors on the board, one of their staff that perhaps wasn't performing up to scratch, they could put anything on that agenda that they liked, and I was basically in mentor mode. A well-designed cadence simply will not work unless the individuals participating in the cadence are equipped to have the inevitable tough discussions about the organizations most important challenges. You can read all about the core function of meetings, the underlying structures that make them work, and the science behind effective decision making in meetings on our blog. An all hands meeting gives leadership the team to show how the company values appear in everyday work. Make sure you get that contact as much as you can. After all, meetings are much maligned and many leaders see them just as a necessary evil, where time is wasted and value disintegrates before their very eyes. To calibrate and pressure test information from different sources. If you need to establish quorum to start a meeting, or open with a prayer, please do. Weekly Meetings A weekly team meeting is a standard for a lot of use cases. How can you run more effective leadership meetings in your own organization? Cut people off if they go off topic. It's this process that also enables your people to answer the three important questions that they want to know:Question one: what are your expectations of me? Aug 18, 2017 Only people who can uniquely contribute to the decisions should be in the room: It's not for tourists to have a gawk what's happening. We'd pull maybe a day and a half or two days together with the top 50 leaders in the company, and this was where we would communicate key objectives, key principles, and important messages. After the Quarterly Strategic meeting, one person will make sure that the new targets are all set up so you can start reviewing them in next Mondays Leadership meeting. Contact us today ! Pinterest. It was because meetings are the most powerful tool, but also the most neglected, underdeveloped, and misapplied tool, we can use to create a healthy business. Start and end on time Respect your team's time by keeping the meeting on schedule. Conducting meetings to gather different viewpoints and inputs for key decisions is incredibly important. Some issues are straightforward, so the team knocks those out in the weekly meeting. Assessment of the day jobHow are you performing in the key result areas that have been defined as important for your level? Because there was nowhere to run and nowhere to hide, you have to live or die on your performance. Discover the practical, fail-proof tools that will help you to fine-tune your leadership skills, solidify respect among your workforce, and ensure your companys lasting success. This defacto power of veto will kill your decision making processes. Leadership meetings are one of the most importantbut why? Top content on Cadence, Leadership and Meeting as selected by the Project Management Update community. If you're spending a lot of your time in meetings, you want to make them count!This week, we talk about how to bring together all aspects of the individual AND group meetings that drive your execution tempo, as I let you in onmy proven leadership meeting cadence. However, meetings can be a powerful construct for setting standards, making decisions, and lifting performance. While there is no 'right answer' for finding the best team meeting cadence, we have, however, put together a best . Notice the cadence, pauses, and the repetitions in the speech. When we don't meet our performance standards, that we've set, we want to know why, and we want to know why in some detail, and we want to hold people to account for that. A good decision from an accountable person goes something like this:"Thank you everyone for your input. Its an all-in-one performance management and people management tool that lives inside of Teams to work where you're already working. #44: The Standard You Walk Past is the Standard You Set - Listen Here Ep. Step 3 Lets start with a humble one-on-one. Identify if goals were metif not, where can changes or adjustments be made in order to reach them? While not specifically attributing our observations to cadence, we have all witnessed examples of organizations that flawlessly demonstrate effective cadence and others that clearly do not. Its also long enough that its become hard for everyone to keep the spirit of the original strategy fresh in their minds. "The process is not the thing. On top of that meeting, we had a board preparation meetings where the executive team will get together once a month. Always praise in public, always criticise in private, basic rule of thumb. Without strong, single-point accountabilities, you can fall into the trap of decision making by consensus. A meeting cadence works very much the same way - setting a pace that keeps a group pulling together fast enough to win the race, but not so fast that they wear out before they cross the finish line. This is why its important to keep meetings at theoperationalandstrategiclevels separate. This approach basically allows an accountable leader to balance inclusiveness and decisiveness. If you surveyed a room full of leaders, you'd struggle to find a single one who'd say they needed more meetings in their lives. Were here to bring you the management meeting topics, tips, and tricks your leadership team needs to achieve success ! You can also offer recognition for specific leaders who embrace the company's values, which can help you show employee appreciation and set an example for other leaders. Whats going on in the outside world that means your plans need to change? Where the annual planning meeting asks everyone to think big picture and long term, the Quarterly meetingrequires that teams face their truths. There are 5 meetings in the series. This is an incredibly efficient approach to managing a business. You throw it at me, and we'll chew the fat, and see if there are some solutions to the problems you're facing at the moment. 2) Fix inter-team problems and frustrations. Lets align your goals and visions with your unique cadence. What constitutes big or strategic? I would love to set aside dedicated time for us to meet 1 on 1 privately. strategy I don't think we should do it, and everything grinds to a halt. The behavioural componentIs the leader performing in accordance with the company values? The Quarterly meeting reviews progress, adjusts the strategic priorities, and sets the specific strategic targets for the coming quarter. You can use a dedicated tool for that, but what's even better: expanding on a tool you already love. The process follows best practices for problem solving and decision making with a group. Here's a couple of rules to work off. You've got to make it fit for purpose. However, its important to only focus on a few high-importance issues at a timedont lose valuable time talking about less important problems, or think that youll be able to discuss and solve everything in just one meeting. 3. Today. Were all about strategy and measuring results. They're paid to make those hard decisions, using all of the inputs they have available and to maximise the resources at their disposal. If you lose $1mill or $5mill or $10mill, in five years time, you won't even remember how much it was, but if you see someone who's severely injured or killed on your watch, you will never forget that. A meeting cadence refers to the frequency that a particular group gathers for a meeting. The goal is to determine a meeting series that sees a balance between when to meet, who to include, and how often to meet. On the other hand, highly-productive leadership meetings will ensure everyone is always on the same page, aligned on goals, and working towards them together . Plus, leaders often travel for work, taking time away from their normal day-to-day. It isn't! If your practice says you need to varnish the OKRs/Rocks/KPIs, please substitute those anywhere that we talk about scorecards and metrics below. At the end of the Monthly Strategic meeting, the team has a decision and a set of new action items to add to the list theyll review during next Mondays Weekly Leadership meeting. If we dont think we can deliver long-term results, we wont work with you. Preparation is required. And so over a period of time, you change the culture of the organisation from being one where, okay, the results were the results, and we shrug our shoulders and move on, to one where we go after performance, we go after value creation and we're fanatical about it. Using some of these simple rules, you'll be able to get the best available information and knowledge to make a decision really quickly. The next forum I held was what we called the Quarterly Business Reviews. I know, they're rowing backwards. Second, the leadership team needs to possess and reinforce the relational maturity necessary to challenge each other productively and hold each other accountable. and their plans for the next quarter to the executive team (CEO, President, CFO). This lets everyone else know to expect delays getting replies and plan accordingly. Yet, you only get those benefits if you make the most of peer 1 on 1s. You can update your choices at any time in your settings. LET'S SPREAD THE LOVE. Adjust strategy too often and the organization flails. It is a time to imagine bright futures and think big thoughts, then wrestle these visions into a form that can be translated into action. Its essential to talk openly, regularly, and effectively in team meetings. Episode #111 // If you took a poll of 100 leaders, you'd be hard-pressed to find one who'd say that they'd like more meetings in their lives, especially these days where 'Zoom fatigue' has become a factor. Before requesting a new meeting, ask yourself these five questions. You've got the executive team that's taken out for probably a day and a half, and you've got every individual, some of whom have to come in from their operations, to present, sometimes for only 15 or 20 minutes. This is where you set standards, through many interactions, for both behaviour and performance. Enable power ups to share kudos, answer icebreakers, and more. The problem solving itself happens. Week 14 and its been 90 days since your team set the strategic plan. Set a date to review the decision outcome. But remember, never create a need for unanimity, you're not looking for a cent and never allow the power of veto to rear its ugly head. High-performing leadership teams make decisions rapidly, but not recklessly. For example, during a crisis a leadership team is likely to adjust its cadence to meet and communicate more regularly so that increased visibility is given to those actions that will help the organization recover from the crisis. Thats how we know weve served your needs. This meeting requires at least 4 hours to run, but while its possible to cover the material in that time, its not ideal. Now, a lot of people who've had to go through those quarterly business reviews, hated them. A meeting that could have been an email As a business operations professional, one of the things that always showed up at my desk was ' meeting cadence ' often disguised as ' operational. Lucid Meetings Co-Founder, based in Portland, OR, Second Rise LLC, all rights reserved Privacy, The 4 Meeting Agendas that Drive Strategic Execution (Plus Guidebooks for Each), But the kind of thinking and decision making we need when resolving a logistics problem (, The Leadership Team Meeting Agenda Templates, BONUS: The Monthly + Anytime Decision Making Meeting, How the Leadership Cadence Meetings Work Together, underlying structures that make them work, science behind effective decision making in meetings, another gem from Jeff Bezos' 2017 shareholder letter, Anna OByrnes Essential Strategic Planning Toolkit, Navigating the Dozens of Different Strategy Options, Death by Meeting: A Leadership FableAbout Solving the Most Painful Problem in Business, Scaling Up: How a Few Companies Make Itand Why the Rest Dont (Rockefeller Habits 2.0), The Effective Executive: The Definitive Guide to Getting the Right Things Done, Leading Great Meetings: How to Structure Yours for Success, Meetings Matter: 8 Powerful Strategies for Remarkable Conversations, The Role of Meetings in the Social Practice of Strategy, Counter-Intuitive Leadership: Building Teams That Can (Accurately) Predict the Future, The Importance Of Management Meeting Agendas (Before, During, & After), Recognize and Plan for Results The Quarterly Meeting, How to Make a Big Impact at Your Next Quarterly Meeting, Dave Snowden - How leaders change culture through small actions, Debunking 4 Common Myths about Stand-Up Meetings.

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