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Weekly staff meeting agenda sample

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Weekly staff meeting agenda sample
July 19, 2019 Anniversary Wishes 2 comments

We've tried a number of formats for our weekly staff meetings but always On the downside, the meetings tended to run long and the format.

A weekly meeting is usually conducted to address recurring problems and issues which might be solved with the shared knowledge and experiences of all team members. It is also an excellent venue to monitor the organization’s key performance indicators, and to remind each member of their responsibilities to help the team achieve its goals. This is also where the team reviews feedback from the customers and other opportunities to improve the organization’s performance.

When people with shared vision sit together to discuss areas of mutual concerns, it sparks creativity, and the possibilities that result are limitless.

Vital results are achieved during a well-prepared and adequately conducted weekly meeting. However, the opposite happens when a meeting is hastily prepared, and the participants lose interest in the meeting.

 

Part 1

Weekly Meeting: Sample Schedule

  • A. Determine what needs to be discussed during the meeting.

    One of the most important considerations when preparing for a weekly meeting is knowing beforehand what will be discussed. This information may come from the executive team, from a current issue, or from the team members themselves. A well-structured weekly meeting agenda will ensure that the upcoming meeting will not become ‘just another meeting’ to waste time with, but an event that the participants will look forward to.

  • B. To maximize productivity and considering the frequent nature of weekly meetings, they should be kept short and follow a precise schedule.

    Here is a sample schedule of a weekly meeting:
    1. The first five minutes may be used to discuss good news. It could be an inspiring story of how a certain employee delivered excellent service to a customer or a best practice that enabled a team member to accomplish a task efficiently.

    2. The next five to ten minutes may be allotted to review individual or team metrics. Metrics should be reviewed only in terms of the numbers. There should not be discussion of the reasons behind them.

    3. Then, the following ten minutes is the time to discuss issues and concerns faced by the employees or their customers.

    4. The next ten minutes should be used to track the development or progress of a project, including the team member’s individual tasks. Assigning or reassigning of tasks may also be done at this point.

    5. The remaining ten to thirty minutes may focus on the main topic to be discussed at that particular meeting. The subject matter could be something that the team may brainstorm for, and the article here discusses different brainstorming tools and techniques. Aside from brainstorming, somebody from the team may have a presentation about it.

  • C. Since this is a weekly activity, roles may be assigned alternately among team members.

    This is a good way of sharing responsibilities and creating a different atmosphere to each meeting. Also, do not forget to inject creativity towards the facilitation of the meeting to make it more enjoyable.

 

Part 2

Weekly Meeting Agenda Template: Free Download

Click Here to Download Weekly Meeting Agenda Template DOCX

 

Edit and use this template

 

Edit and use this template

 

Edit and use this template

 

Edit and use this template

 

Edit and use this template

 

Part 3

How to Make Meeting Agendas and Minutes 10x Easier

How to configure online meeting agendas and/or meeting minutes:

Step 1:

  • Create a “Meeting Agenda” or “Meeting Minutes” applet on Status Platform — customize our preset forms or easily create a new form in minutes.
  • Setup reminders if you want your team members to receive automatic reminders
  • Configure who will submit it by choosing the “Participants” tab.

Step 2: Users will click the “Open Submission Form” button to fill it in and submit it.

  • Participants can comment on a meeting agenda in its comments section, which ensures the right context for discussion and further reference.
  • Mention those people who you want to take action or pay attention by using @ before their names. These people will receive personal notifications on their status accounts and by email.@mention a team member in your meeting agenda or in its comments section by using “@” and your team member’s name.Example comment: “@Peter and @Mary, do you have any comments regarding the “Metrics” section? @Don, are you coming to the meeting?”In this case, Peter, Mary, Don will automatically receive an additional personal notification, so they know they’re expected to take action or pay attention and won’t forget to add their input in the meeting agenda’s comments section.

Info such as the date and the name of the person will be added automatically.

As soon as a new meeting agenda/minutes record is added, participants with “View” rights can view it in real time when they log in to their Status Platform accounts. They will also automatically receive an email notification.

Step 3 (Optional): Print it.
(Skip this step if you share meeting agendas and minutes online and don’t print them.)

  • Choose date
  • Click “file” button
  • Click “Generate”

Done!

Sign up now to make your team happier and more productive.

Sign up now, It’s Free

 

See also: How to Improve Meeting Summaries and Spend 10x Less Time on Meetings

Benefits:

  1. Make meeting agendas and minutes instantly available to the meeting participants.
  2. Save time with auto completion:
    Fields such as date, name, formatting, etc. are inserted automatically by software.
  3. For regular meetings:
    Configure recurrence and assign people who will receive automatic reminders to create and share upcoming meeting agendas and/or minutes.
  4. For irregular meetings:
    Start your agenda with info about the meeting date, time and place and this will work as mass-notification: Status Platform will automatically send emails with full text to all participants as soon as you submit it.
  5. Improve meeting agendas with the option to gather info for the upcoming meeting agenda from participants.
  6. Draw attention of specific team members by using the “mentions” feature, if you need input or comments from those people. When you @mention your team members, they will receive a separate personal notification by email.
  7. Easy sharing:
    Meeting agendas and minutes can be either
    — exported to files and printed;
    shared online with selected people (in this case, an email with the full text of the meeting agenda will be sent automatically to those with “View” permission); or
    — shared online company-wide or team-wide (the latest meeting agenda will be available online and a notification email will be sent automatically to each team member).

 

Part 4

How to Spend Less Time on Meetings?

How to use Status Platform for status reports:

  1. Easily implement daily or weekly status reports for your team members by creating a status feed with questions like “What did you do today?” or “How did you contribute to the team’s goals this week?”.
  2. Peace of mind:
    No one forgets to fill in their status reports because Status Platform sends timely reminders according to the recurrence schedule you chose.
  3. Increase workplace satisfaction by improving transparency:
    Each status update has a separate section for comments, which is used by team members to clarify information, including upcoming goals, and by leaders to provide feedback and coordinate better without micromanagement.
  4. Use status reports for future reference and decrease time and efforts spent on monthly, quarterly, and yearly reporting thanks to powerful filtering and export features.
  5. Optionally, enrich reports with the latest updates automatically added from web apps your team uses (such as project management tools, version control systems, support systems, financial applications, etc.) by connecting these apps to your status applet.
  6. Spend less time on meetings by making them more productive because everyone is on the same page at all times.
  7. Sharing: Status reports can be either
    — exported to files and printed, or sent by email;
    — shared with manager online (in this case, an email with the full text of the status report will be sent automatically); or
    — shared online as company-wide or team-wide status reports, i.e., all team members share their progress with each other.

How to configure status reports on Status Platform:

Step 1:

  • Create a “Status Report” applet — customize our preset forms or easily create a new form in minutes.
  • Setup reminders if you want your team members to receive automatic reminders when their reports are due.
  • Configure who will submit reports by choosing the “Participants” tab.

Step 2: Users will click the “Open Submission Form” button to fill in and submit the report.

Data such as the report type, date and name will be added automatically.

As soon as a new status report is added, participants with “View” rights can view it in real time.

Options:

  • Set the applet as “Team-wide” if you want all team members to view each other’s status reports.
  • Alternatively, you can make every participant to view his/her own reports only. Manager/stakeholders will view all reports.
  • Add, remove, and assign new team members at any time.

Step 3 (Optional): Generate a report and export it to PDF.
(Skip this step if you share status reports online and don’t print them.)

Click “Generate Report”.

 

Create your free account now

 

Part 5

Additional Sources

  1. How to Create an Effective Monthly Meeting Agenda + Free Download
  2. How to Create a Staff Meeting Agenda + Free Download
  3. How to Write a Weekly Sales Report + Free Template Download

This alternative team meeting agenda template from TidyForms has a very organized look, feel, and format. With a basic gray background, the.

9 Free Agendas/Schedules Templates & Examples

weekly staff meeting agenda sample

Contents

  1. Introduction
  2. The Dual Cadence of Leadership Meetings
  3. The Leadership Team Meeting Agenda Templates
  4. The Operational Management Meetings
    Driving Day-to-Day Execution
  5. The Strategic Management Meetings
    Driving the Correct Course of Action
  6. How the Leadership Cadence Meetings Work Together
  7. Next Steps
  8. Additional Resources

1. Introduction

When we started Lucid Meetings, it wasn’t because we were all excited about meetings.

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.

The meetings aren’t the goal. It’s the well-run business that we're after.

Recently we’ve been exploring the science and theory behind what makes meetings successful.

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.

Today, we’re putting all that into practice. This post covers the core meetings that drive effective business management.

2. The Dual Cadence of Leadership Meetings

In his 2017 letter to shareholders, Amazon CEO Jeff Bezos emphasized the importance of accelerating decision making velocity. High-performing leadership teams make decisions rapidly, but not recklessly.

To do so, they need to understand the organization's overall strategy, so they can make decisions in line with that strategy. They also need to understand the context in which they operate, so their decisions can be implemented.

The leadership team's job is to make decisions that keep reality aligned with the strategy, and the strategy relevant to the day-to-day reality.

To make this work, they must act at two levels.

  1. They work on the business, setting strategy, reviewing performance, and safe-keeping the organization’s long term health. This is the strategic level, setting the organization's aspirations.
  2. They work in the business, managing teams, monitoring programs, and clearing any roadblocks that get in the way. This is the operational level, grounded in the organization's reality. 

These two levels of focus are deeply linked yet distinct. 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 way a team talks about their work changes the work. If we talk about the big strategic challenges the same way we approach our day-to-day tasks, we waste unnecessary time on the small items and give the big ones short shrift.

This is why it’s important to keep meetings at the operational and strategic levels separate.

The frequency of operational meetings drives the organization’s work momentum.

Leadership teams hold operational meetings often to make sure all the moving parts stay coordinated and problems can be raised and solved quickly.

Frequent operational meetings also ensure that leaders know their reality. They do not let days of change and drift pass between check-ins; they have their fingers on the pulse.

The frequency of strategic meetings drives the organization’s adaptability.

Adjust strategy too often and the organization flails. Wait too long, though, and the organization either stagnates by sticking with a plan that no longer works, or loses coherence as people forget the original strategy and become lost in the everyday minutiae.

This creates the following rules for leadership team meetings:

  1. Keep operational and strategic meetings separate.
  2. Hold operational meetings frequently. Weekly at a minimum.
  3. Hold strategic meetings periodically. Quarterly at a minimum.
  4. Plan for both. Strategy drives the operational reality, and a grounding in reality keeps the strategy relevant.

3. The Leadership Team Meeting Agenda Templates

The meeting agenda templates and guides outlined below provide a solid foundation for scheduling and running your leadership team’s meeting cadence.

There are 5 meetings in the series.

The Operational Meeting Cadence:

  • The Daily Huddle
  • The Weekly Leadership Team Meeting

The Strategic Meeting Cadence:

  • Annual Strategic Planning
  • Quarterly Strategic Refresh
  • The Monthly + Anytime Decision Making Meeting

Before you invest the time figuring out if these meeting agenda templates will work for your team, let me address some questions you may have.

What can I expect from these meetings?

Running these meetings will change how you work together, how you feel about your work and how you feel about each other.

Teams that adopt this meeting cadence dedicate time to solving problems and making decisions together, and to using proven methods that result in the best decisions available to them.

This cadence increases transparency and accountability. It demands discipline and encourages constructive debate. It will challenge any team that isn’t confronting their elephants.

These meetings demand more, and deliver more. They’re also way more fun than the traditional soul-sucking staff meeting.

The templates themselves provide a framework for each meeting based on best practices. Each is a good example of how to approach that meeting, adapted from many other good examples.

How important is it that we follow a template exactly?

It isn’t! These templates show one way to run each meeting. The facilitator’s guide also includes tips for adapting each meeting and links to other good examples.

The specific agendas can and should change to match your team's work requirements, as long as you stick to a regular cadence and ensure each agenda you use achieves the goals for that meeting.

"The process is not the thing. It’s always worth asking, do we own the process or does the process own us?"

another gem from Jeff Bezos' 2017 shareholder letter

That said, before changing an agenda too much, make sure you’re doing so for the right reason. While it may not feel natural at first, every agenda item in these meetings serves a results-oriented purpose.

What do I need to use these templates?

  • You need a strategy.
  • You need a way of measuring progress.
  • You need the discipline to work your strategy.
  • Your team needs the ability and willingness to raise and wrestle with hard issues.

Can I use these templates if my team doesn’t have any of that?

Yes, but you’ll have to adjust many of the agendas to find another way of discussing your progress.

If you lack a strategy or a way of measuring progress, we recommend starting there. For a simple soup-to-nuts approach, try Anna O’Byrnes Essential Strategic Planning Toolkit, which walks you through the basics and gets you some measurable goals.

Alternatively, start here and do some shopping: Navigating the Dozens of Different Strategy Options

If the team lacks discipline or constructive dialogue techniques, you can try establishing this meeting cadence as part of how you build that. Expect resistance. Coaching may help.

Books you might also find helpful: Five Dysfunctions of a Team, Crucial Conversations.

My (leadership coach, executive consultant, favorite management book, etc.) says we must (use XYZ technique, measure ABC, etc.) to succeed. Why isn’t that included in your templates?

These templates are designed to work regardless of the specific strategic planning framework or management methodology you use. They provide an effective foundation for teams that don’t have an established meeting practice, and inspiration for teams who need to try something new.

If your practice says you need to varnish the OKRs/Rocks/KPIs, please substitute those anywhere that we talk about scorecards and metrics below. If you need to establish quorum to start a meeting, or open with a prayer, please do.

You are free to color outside the lines.

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. You can also get the guide for each individual meeting if there's one that interests you.

Let’s take a look at these meetings in more detail.

4. The Operational Management Meetings

Driving Day-to-Day Execution

There are two meetings in the operational cadence; a short Daily Huddle and a longer weekly team meeting. Both meetings include time spent sharing information, ensuring all leaders work with the latest updates.

Both meetings also devote some time to building inter-team relationships, which helps the leadership group work well together. The main focus for these meetings, however, is problem solving.

The Daily Huddle

The Daily Huddle is a short meeting designed to keep teams in synch and kick the day into gear. You may know it by its other name: the daily stand-up.

This meeting is administrative in nature, covering who’s doing what today, where they’re stuck, and any opportunities they can share.

Desired Outcomes

When run well, a Daily Huddle:

  1. Saves time by:
    • Eliminating a lot of email back-and-forth spent coordinating schedules, hand-offs, etc.
    • Answering the "What is Fred up to?" question
    • Relieving anxiety caused by uncertainty
  2. Reveals opportunities when:
    • People share info & resources that can help a colleague with an immediate problem
    • Teams prevent wasted or duplicative effort
    • Someone discovers a chance to learn or participate in a new activity
  3. Removes obstacles by:
    • Getting someone help quickly when blocked
    • Re-routing dependent activity
    • Re-balancing assignments during crunch times

The Daily Huddle Process

Process: 15 minutes or less. Everyone stands if meeting in person.

When assembled, the group starts an informal go around. Each person shares:

  • Plans for the day
  • Stuck/Blocks
    and possibly
  • New key decisions or learning
  • Confidence on goal completion

Tips for the Huddle

  1. The Huddle is for identifying obstacles and finding help. The problem solving itself happens after the Huddle between only those people who need to be involved.
  2. If no one raises any issues for more than a few days in a row, probe harder. There are always issues, and this meeting is about finding them while they’re still small.
  3. Make sure people share any time when they plan to be unavailable, either due to work or personal commitments. This lets everyone else know to expect delays getting replies and plan accordingly.

For more details, download the facilitator's guide for running this meeting:


The Weekly Leadership Team Meeting

The Weekly meeting lasts 60 - 90 minutes, and is scheduled for the same time and day each week. In this meeting, teams drive accountability to the plan and identify and resolve issues impeding progress.

While there is some discussion of status and progress, this agenda keeps all that short. Instead, much more time goes directly into problem solving.

It’s a very rewarding way to work, because not only do you stay up-to-date, you see that you’re part of a group that can deal with issues and get stuff done.

Desired Outcomes

When run well, a Weekly Leadership meeting:

  1. Increases focus on execution by:
    • Keeping strategic priorities visible
    • Revealing progress (or lack thereof) on goal achievement
    • Alerting the team to changes or trends that indicate a bigger problem
  2. Solves the most important problems fast by:
    • Dedicating time to resolving one or two blocking problems every week
    • Requiring that the most important issues get addressed, not ignored
  3. Builds stronger teams and reinforces cultural values by:
    • Celebrating victories together
    • Sharing personal connections
    • Building trust through guided, constructive confrontation
    • Fostering a sense of accomplishment

The Weekly Leadership Team Meeting Agenda

Duration: 90 minutes

  1. Welcome & Review Actions List (5 minutes)
  2. Schedule Announcements (5 minutes)
  3. Victories (5 minutes)
  4. Review the Numbers (5 minutes)
  5. Quarterly Priorities & Progress (5 minutes)
  6. Identify Top Issues (5 minutes)
  7. Tackle Top Issues (50 minutes)
  8. Review and Confirm Actions List (10 minutes)

Tips for the Weekly Leadership Team Meeting

  1. The first 5 agenda items reconnect the team with each other, their commitments, and the previously stated goals. This is how you keep accountability to execution front-and-center.
  2. Save all discussion about missed targets and execution challenges for items 6 and 7. Then, work to prioritize these problems before deciding which 2 or 3 to tackle.

    The goal is to solve a few high-importance issues each and every week; don’t lose precious time talking about less important problems.
  3. An issue or challenge has been addressed when the team decides on a course of action and assigns an owner and due date. To drive follow-up, you’ll review this action list at the close and beginning of every weekly meeting.

For more details, download the facilitator's guide for running this meeting:

 

 

5. The Strategic Management Meetings

Driving the Correct Course of Action

There are three meetings in the strategic cadence: an Annual Strategic Planning meeting, a Quarterly Strategic Refresh, and the Monthly + Anytime Strategy meeting. The three meetings operate at different levels of detail and scope.

  • The Annual meeting establishes the high-level strategy for the coming year.
  • The Quarterly meeting reviews progress, adjusts the strategic priorities, and sets the specific strategic targets for the coming quarter.

    More importantly, it keeps the leadership team connected to the overall strategy, which otherwise starts to get fuzzy and abstract as the year goes on.
  • The Monthly + Anytime meeting solves a specific strategic challenge. This meeting can be scheduled any time it’s needed (hence the name) and/or scheduled on a recurring monthly basis.

Annual Strategic Planning

The strategic planning process is where teams paint their grandest visions. 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.

Most groups dedicate at least one to two days for strategic planning every year. In our case, we run strategic planning sessions as a set of short two-hour workshops.

Many larger organizations will spend weeks gathering input before leading a series of planning workshops that then produce annual, 5-year, and even longer-range plans.

What constitutes big or strategic? That’s relative, and because it varies so dramatically from group to group, there is no one-size-fits-all approach to strategic planning.

The design for your Annual Strategic Planning sessions will depend on:

  • Whether you have an existing plan, or are starting from scratch
  • The stability of your organization and operating environment
  • The size and nature of the planning team
  • The time you can devote to planning

Our gallery has a sampling of Strategic Planning meeting templates appropriate for those of you who need a place to start.

You can pick and choose the ones you need, or run all of the meetings in this series:

Stable groups might prefer Paul Axtell’s Quick Strategic Refresh.


The Quarterly Strategic Refresh

This meeting requires at least 4 hours to run, but while it’s possible to cover the material in that time, it’s not ideal. Where the annual planning meeting asks everyone to think big picture and long term, the Quarterly meeting requires that teams face their truths.

Are the organization’s actions lined up with the vision? How well have the projections matched reality? What’s going on in the outside world that means your plans need to change?

90 days—or one quarter—is long enough that teams can see results (or lack thereof). It’s also long enough that it’s become hard for everyone to keep the spirit of the original strategy fresh in their minds.

Quarterly Strategy meetings often raise questions about what the original strategy actually meant, as differences have had time to grow.

When possible, we recommend scheduling a 1 to 2 day off-site for this meeting. 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.

Desired Outcomes

When run well, a Quarterly Strategic Refresh meeting:

  1. Keeps the strategic plan relevant and fresh by:
    • Revisiting the plan and clarifying definitions
    • Challenging assumptions
    • Reviewing recent events for impact to the overall strategy
  2. Establishes clear benchmarks for the next 90 days by:
    • Reviewing past performance against targets so new reality-based targets can be set
    • Documenting the specific programs and targets for every functional group in the coming 90 days
  3. Strengthens team alignment and relationships by:
    • Celebrating victories and accomplishments
    • Sharing key learnings, goals and challenges
    • Working together to establish a 90 day plan to which the whole team can commit

The Quarterly Strategic Meeting Agenda

This is an outline only. You’ll find more detail in the facilitator’s guide.

  1. Welcome. Connect.
    • Past quarter highlights
    • Key learnings
    • Goals for the day
  2. Review Agenda
  3. State of the Strategy
    • Review the overall strategy
    • Review quarterly progress
    • Review the open issues list
  4. Discuss
    • What went well and why?
    • What didn’t go well and why?
    • What’s changed in our overall context in the past 90 days?
    • What do we need to adjust in our approach for next quarter?

Checkpoint and LONG Break

  1. Reconnect
    One-word phrase: How are you feeling about tackling the planning in front of us?
  2. Plan the Next Quarter
    • What do we specifically need to start, stop, and continue?
    • Define metrics: New quarterly targets, KPIs, etc
    • Define action plan: Who, What, When
  3. Confirm the Plan
    • Review Parking Lot
    • Confirm plans
    • Identify key messages to be shared with stakeholders
  4. Close
    • Anything else that needs to be said?
    • Offer appreciations
    • One-phrase review

Tips for the Quarterly Strategic Meeting

  1. Take breaks every 90 minutes or so. This gives people time to talk in small groups and think through any hard issues. It also helps everyone stay more focused in the meeting, giving them a chance to check in on the day-to-day activity.
  2. Keep the discussion structured but not rigid. You’re a team of colleagues working together to drive your business - this should feel more like an intense meeting and less like an over-planned workshop.
  3. If you have the time, add more to the agenda. The quarterly meeting can be a good time for the leadership team to evaluate key personnel, for example. A shared meal or two creates opportunities for deeper discussion and relationships.

For more details, download the facilitator's guide for running this meeting:

 

 

Does all that look like too much? Paul’s Strategic Refresh is a shorter meeting that can be used as a Quarterly Refresh for groups that don’t want or need to go this deep.


The Monthly + Anytime Decision Making Meeting

Last but not least, the Monthly + Anytime meeting dedicates time to deeply investigating and addressing a specific strategic challenge. The process follows best practices for problem solving and decision making with a group.

We call this an "anytime" meeting because it should be scheduled any time a serious strategic issue comes up. That said, we’ve included it in the leadership cadence because many organizations find it useful to put one of these meetings on the calendar every month - before a problem occurs.

Why schedule a problem solving meeting before you know you have a problem? Three reasons:

  1. This is a longer meeting involving key decision makers in your organization. It can be very hard to get time on their calendar on short notice.
  2. Dedicating this time every month for longer problem-solving discussions keeps them from bogging down the weekly meeting.

    Without a monthly time reserved, it’s tempting to tackle strategic issues during the weekly meeting, which sabotages the tactical nature of that meeting and leads to rushed and/or sloppy decision making.

    With the Monthly meeting safely on the calendar, teams can defer the conversation and feel confident that the big discussion they need will happen.
  3. There are always strategic challenges! New opportunities, new threats, hard decisions: c’mon! You know this stuff will come up, so you might as well have a plan for dealing with it.

Desired Outcomes

When run well, a Monthly + Anytime Strategic meeting:

  1. Gets decisions made by:
    • Establishing a clear understanding of the issue and goals
    • Driving healthy debate between informed options
    • Documenting the decision
  2. Secures team commitment to the decision by:
    • Setting clear expectations about the decision authority and criteria
    • Using an inclusive process to hear from all voices
    • Defining next steps with identified owners and due dates

The Monthly + Anytime Strategic Meeting

  1. Welcome
    • Greetings
    • Confirm purpose
    • Clarify the decision making process
  2. Present the Decision Challenge
  3. Debate & Discuss Options
  4. Decide and Commit
  5. Define Next Steps
    • Set next steps: who, what, when
    • Determine cascading messages: who needs to know what?
    • Set a date to review the decision outcome
  6. Close
    • Final review: anything that needs to be answered, said, or addressed?
    • Appreciations
    • Meeting feedback

Tips for the Monthly + Anytime Strategic Meeting

  1. You can tackle more than one topic if they’re not too large. This process is designed to tackle a single strategic challenge. If you want to tackle more than one topic, you will need to repeat steps 2 through 5 for each. Anticipate at least 30 minutes for each smaller decision.
  2. Preparation is required. The team needs good information to make good decisions, which means someone has to do the research first.
  3. Decide on the appropriate decision making process in advance. Learn more about that in our guide to Making Decisions in Meetings.

For more details, download the facilitator's guide for running this meeting:

 

 

6. How the Leadership Cadence Meetings Work Together

Now that we’ve looked at the individual meetings in the series, let’s see how they all work together to keep an organization humming.

A 90 (ok, 94) Day Schedule

Here’s one way you might plan out this cadence for a quarter.

Week 1:

  • Days 1-2: All day Annual Strategic Planning (16 hours)
    Your team sets the strategy, annual priorities and target metrics for the first quarter.
  • 𝄆 Day 3: Daily Huddles begin.
    Huddles take 10 minutes. The Huddle is a short meeting with verbal reports, so no one needs any extra prep time.

Week 2 - 13:

  • Monday mornings: Weekly Leadership meeting (90 minutes)
    Before this meeting, everyone needs to update their metrics, open action items, and come ready to discuss any issues they’re facing. Each person spends up to 20 minutes prepping for this meeting.

    In the first week, there isn’t much to report. As the weeks go by, though, it gets easier to see which parts of the plan aren’t working out as planned. Some issues are straightforward, so the team knocks those out in the weekly meeting. Others are harder, so they get put on the list for the monthly strategic meeting.

  • Tuesday - Friday: Huddle (10 minutes)

    Held every day except Monday, when the team already spends 90 minutes together. After a few weeks of this regular check-in, you start to notice patterns. Maybe you discover that the different groups aren’t working at the same pace, creating constant delays. Maybe some departments are crushing it and others always seem to be struggling. No big emergencies, but you’ve got a feel for the pulse and a sense for where you need to make adjustments in how the organization operates.

Weeks 4 and 9:

  • Thursday afternoon: Monthly Decision Making Meeting (90 minutes)

    In one of the Monday meetings, your team brought up a problem or an opportunity that couldn’t be resolved in 30 minutes. So in your Weekly Leadership meeting, you assigned one or two people to conduct more research and make recommendations.

    The leaders researching the challenge dug into the details, and sent a report to everyone outlining the facts. They also worked with their teams and colleagues to find at least 3 viable options to decide between. Depending on the challenge, this could have taken hours or days - time spent making sure the team makes the best possible decision they can.

    Not everyone on the leadership team needs to attend the Monthly Strategic meeting. If this month’s challenge comes from the marketing department, and the safety lead doesn’t really have any skin in that game, she may choose to bow out. Those who do participate make sure they’ve read the report in advance and come prepared, each spending up to an hour getting ready for the meeting.

    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 they’ll review during next Monday’s Weekly Leadership meeting.

Week 14:

  • Monday afternoon and Tuesday morning: Quarterly Strategic Refresh (8 hours)

    Week 14 and it’s been 90 days since your team set the strategic plan. With the Daily Huddles, you’ve learned the day-to-day rhythm of how work flows through the organization. The Weekly Leadership meetings have shown where the original plan is working well, and where it's not. You’ve been deeply involved in all the small, important work of execution.

    Finally, during the Monthly Strategic meeting you’ve learned how to critically examine big issues and refine specific strategies.

    Now it’s time to pull back and look at the big picture. Given everything you’ve learned about each other, the organization, and the work at hand, what needs adjustment? What should the targets for this coming quarter be? Which big challenges do you still need to dig into? You’ll dedicate Monday afternoon and Tuesday morning to refining the plan, enjoying a nice dinner in between.

    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 Monday’s Leadership meeting.

… and repeat. 𝄇

A 10% Time Investment That Drives Your Business

I did the math, and here’s a surprise. 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.

Actually, just under 10%; 4.9% spent in operational meetings (26.5 hours) and 5% in strategy sessions (27 hours) over the course of 13 weeks and 2 days (536 hours).

In reality, some people will spend more time than this. Anyone researching an issue for the Monthly Strategic meeting needs to spend considerable time there. 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.

And the Quarterly meeting requires yet another hour or two of prep from everyone involved. Annual Planning also takes more time - but far less in years 2 and 3 than it did before you put this cadence in place, because you’re building and refining instead of starting from scratch. 

This is an incredibly efficient approach to managing a business.

Personally, I’ve 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.

We just kept talking about them and pointing fingers and bemoaning how impossible it all was because we didn’t know what else to do.

I’m happy to have learned a better way.

7. Next Steps

Lucid Meetings is a system designed to support a meeting cadence like this.

If you use or want to try out this pattern with your team, you should give our software a try. We have a template for each meeting described here that will make your setup, action item tracking, and meeting management a breeze.

You can also download our facilitator’s guides to learn how to lead these meetings and run them however you see fit.

We have a guide for each meeting, and a packet that includes the guides to all the meeting templates mentioned in this post. Expect to kill some trees if you want to print it out; it’s hefty stuff.

Finally, we developed this meeting cadence after lots of research and experimentation. We are building on the work of the many others who have gone before.

Our choices may or may not be right for you, so I’ve listed a selection of additional resources below. There you’ll find lots of variations on this theme, and perhaps some alternate techniques that better fit your crew.

As always, comments, questions, and corrections are very welcome. Now go run a magnificent organization!

Want More? Check out our Online Meeting  School!

General FAQ

What is 'The Dual Cadence' of Leadership Meetings?

Leadership Teams must act at two levels.

  1. They work on the business, setting strategy, reviewing performance, and safe-keeping the organization’s long term health. This is the strategic level, setting the organization's aspirations.
  2. They work in the business, managing teams, monitoring programs, and clearing any roadblocks that get in the way. This is the operational level, grounded in the organization's reality.

What are the five critical Leadership Team meetings?

  1. The Daily Huddle (an operational meeting)
  2. The Weekly Leadership Team Meeting (an operational meeting)
  3. Annual Strategic Planning (a strategic meeting)
  4. Quarterly Strategic Refresh (a strategic meeting)
  5. The Monthly + Anytime Decision Making Meeting (a strategic and/or operational meeting)

What can I expect from these Leadership Team meetings?

Running these meetings will change how you work together, how you feel about your work and how you feel about each other.

Teams that adopt this meeting cadence dedicate time to solving problems and making decisions together, and to using proven methods that result in the best decisions available to them.

How important is it that we follow your example template exactly?

It isn't! These templates show one way to run each meeting. The facilitator's guide also includes tips for adapting each meeting and links to other good examples.

The specific agendas can and should change to match your team's work requirements, as long as you stick to a regular cadence and ensure each agenda you use achieves the goals for that meeting.

What do I need in place before using your example templates?

  • You need a strategy.
  • You need a way of measuring progress.
  • You need the discipline to work your strategy.
  • Your team needs the ability and willingness to raise and wrestle with hard issues.

Can I use your example templates if my team doesn’t have discipline?

Yes, but you’ll have to adjust many of the agendas to find another way of discussing your progress.

Why don't your example templates include my Leadership coach's favorite techniques?

These templates are designed to work regardless of the specific strategic planning framework or management methodology you use. They provide an effective foundation for teams that don’t have an established meeting practice, and inspiration for teams who need to try something new.

How do the Leadership Cadence Meetings work together?

You'll want to develop your own Meeting Flow Model that connects all the dots. We've provided a great starting point for you and you should probably begin with that. But in the end you'll want to make this your own ⏼ and we heartily encourage that!

8. Additional Resources

Books

Business Management

Meeting Design

Web

Research

Articles and Blog Posts

By Lucid

some things you never forget
Thank you for birthday present message
letter to respondents for questionnaire
Sample business refusal letter
profess your love
Sample thank you letter to mayor
sample letter for selling a product
Letter to government official template

Weekly Meeting Agenda Template Download [Plus Sample Schedule]

weekly staff meeting agenda sample

Effective Meeting Agendas with Examples

When meetings veer off-track, participants arrive unprepared, and topics are irrelevant — these problems often arise due to poor agenda design.

Agendas are important because an effective one increases team productivity

An effective agenda increases the productivity of the overall meeting because it establishes expectations on what needs to occur before, during, and after a meeting. It helps get everyone on the same page on the most important topics and enables the team to quickly address key issues.

What should be included in the agenda?

As Stephen Covey writes in his book Seven Habits of Highly Effective People, “Begin with the end in mind." Agendas are lists of items that participants hope to accomplish at a meeting.

Agendas most often include:

  • Informational items - sharing out updates regarding a topic for the group. For example, a manager may provide an update on the year-end planning process.
  • Action items - items that you expect the group will want to review during the meeting. For example, performance against a specific time period or trajectory on a product launch.
  • Discussion topics - items that you want the group to provide feedback on. For example, collecting input on an upcoming commute policy change and questions that the team has about it.

In addition to this, they'll often include specific details on how the meeting will be run. For example, agenda topics will often specify who will be presenting and for how long in order to establish expectations on who will be responsible for preparing the content and how much time they will have to present it.

Depending on the meeting, agendas can be distributed well in advance of a meeting or shared at the start of the meeting. It establishes the goal of the meeting and ensures everyone is on the same page on what you’d like to accomplish in that timeframe.

Agendas can be very short or very long

How formal should your agenda be? Often, people don’t feel like they have the time to prepare for a meeting much less write a full formal meeting agenda. When the stakes are high or the situation is very formal, it may make sense to include a formal pre-distributed agenda as well as capture meeting minutes. However, the pragmatic approach is to make agendas as simple as possible to meet the task at hand.

Informal Agenda Example

Weekly Sales Sync

1) Intro (10 minutes - everyone)
2) Review quarter-to-date sales metrics (10 minutes)*
3) Discuss and approve proposal for next quarter’s sales goals (5 minutes)*
4) Review upcoming marketing campaign plan (15 minutes)

*See attached documents for quarterly actual and forecasted metrics.

Formal Agenda Example

Executive Business Review

1. Standing items - items that are always on the agenda of a regular meeting

- Take attendance
- Approve prior meeting’s minutes
- Team status updates
- Etc.

2. Last Meeting’s Business - discuss topics that were not completed in a previous meeting or action items that are due

- Stephanie - sales quota update (10 minutes)
- David - VP Sales hiring pipeline (5 minutes)

3. New Business - new topics for this week’s meeting

- Sam - Discuss facilities move (20 minutes)
- Randy - Employee engagement survey results (30 minutes)

4. Housekeeping - standing items at the conclusion of the meeting

- Clyde - Announcements
- Review of action items
- Date of the next meeting
- Etc.

Notejoy is a more effective way to manage your meetings

Running effective and productive meetings is more than just establishing a great template - it’s about managing the communication of information around the meeting. Is everyone on the same page about what the meeting’s topics and goals are? Have decisions been shared with everyone who needs to know? If you missed the meeting, how can you catch up on the details? Ensuring that the right people have access to information both in the meeting room and after is vital to operating a successful organization.

Notejoy is an effective solution for teams that want to manage their meeting agendas and notes to get and stay on the same page. It fundamentally changes the way that work is done.

Managing meetings in Notejoy is different for three reasons:

Real-Time Collaboration - As a cloud-based solution, Notejoy allows you to share your meeting agenda in advance with internal and external collaborators. These collaborators can view, discuss, and comment on meeting agendas as well as view the latest version.

Always in Sync - Rather than managing different versions of agendas or multiple threads of conversation, Notejoy allows the entire team to always see agendas including changes and discussions at the same time.

Improved Search and Visibility - With meeting notes and discussion comments documented directly in the agenda, teams can keep details in context and maintain one system of record for everything that happened. Manage who has access to what information, and enable team members old and new to search across past and current meeting content.

Get started free with Notejoy

Related Resources

Team meeting time is expensive and difficult to schedule. It should Examples might include: How do we best allocate shared resources?.

The 45-minute team meeting agenda

weekly staff meeting agenda sample

Let’s face it–you’ll never be able to stop going to meetings altogether. There are times when you just need to gather a bunch of your colleagues in a room (or on a video chat) to hash things out in real time. But chances are you can replace your least productive meetings with more effective ones. Here are three new formats that can help get your team out of a rut and back on track.

1. Goalfest

No one likes status-update meetings. So when design leader Joel Califa was hired as a first-time manager at cloud computing platform DigitalOcean, he decided to try something different. “No one knew what anyone else was doing, and I didn’t have a way to measure our team’s performance. I wanted visibility,” Califa recalls. So he invented a meeting form called “goalfest.”


Related:Ask These 9 Questions Before Every Meeting To Avoid Wasting Time


In an hourlong meeting on Thursday afternoons, Califa would gather his team of seven designers, and they’d jump into a shared Google spreadsheet. Everyone would set and share their self-directed goals for the following week and score themselves on how well they completed the previous week’s goals, on a scale of one to five. By allowing his team to set their own goals publicly and hold themselves accountable, Califa, who now works at GitHub, found he could make sure the meeting belonged to them, rather than to him as their manager.

Over time, Califa’s team added a “lessons learned” section to their shared document, meant to identify patterns in what was and wasn’t working–for example: “QA always takes longer than you think,” or, “Don’t jump into high fidelity too soon.” The goalfest meeting format has gone on to be adopted by teams at Facebook and BuzzFeed, and the Swedish design firm Nordnet has raved about it.

Goalfest isn’t a passive meeting–it only works when everyone takes part. But Califa thinks it’s worth the effort, crediting it with taking his team “from medium performing to high performing” over the course of a few months. He’s posted an example spreadsheet on his blog for anyone who’s curious about trying it out.


Related:This Silicon Valley–Style Meeting Can Transform Your Whole Team


2. Masterminds

Buffer’s workforce is distributed, with staff working remotely all over the world. So the social media management platform has developed a meeting format they call “masterminds,” which pairs up two team members for regular coaching and support. The meeting format began as a way for cofounders Joel Gascoigne and Leo Widrich to stay connected and discuss big issues for the business, but they found it so helpful that they introduced it to the rest of the team.

According to Buffer’s Courtney Seiter, the format can vary, but one common structure is a one-hour session broken into two parts:

  1. 20 minutes to share and celebrate your achievements (10 minutes per participant)
  2. 40 minutes to discuss your current top challenges (20 minutes each)

“The goal isn’t to solve one another’s problems, but instead to gently probe through active listening and asking questions,” Seiter told me by email. Similar to “rubber-duck” debugging in programming, this method can generate new ideas and solutions you hadn’t been able to see. “It’s surprising how often the person solves their own challenge through this process,” Seiter adds.

3. Wins Meetings

A 2011 study examined 26 project teams from seven different companies, and found that celebrating small wins can have an outsize impact on team motivation. Since then, several organizations have adapted this idea to hold regular “wins” meetings–designed strictly to recognize small milestones. At my former employer Percolate, the entire team would gather for drinks on Fridays, and everyone would go around and commend one other person or team for a recent “win.” We kept at it for years, even as the company grew beyond 150 employees.

This is a popular meeting format because everyone leaves feeling really good about themselves and their teams.

At MICRO, a nonprofit that installs six-foot-tall science museums in public spaces like airports and hospitals, the team gets together for “Formal Fridays,” where bragging about an achievement is mandatory. On certain days they might wear black tie, but most days they just wear hats. According to cofounder Amanda Schochet, it’s been a fun way to keep their team, which is split between New York and California, connected. As a bonus, they’ve accumulated a bunch of silly screenshots of the team wearing things on their heads.

Knotel, which operates a network of designed and managed working spaces, uses a wins meeting to reinforce its values. According to VP of Growth Trevor Clark, as the company grew, leadership looked for ways to keep everyone moving fast without falling out of sync on what the company stands for. “We wanted to roll this out in a way so that people understood how these values related to their job–that it was more than just hitting their numbers,” Clark explains.

One of Knotel’s values is to “don’t look away,” which simply means to care about the details, even if it just means improving something by another 1%. taking that to heart, Clark noticed that “our one-pager was a little outdated and too filled with jargon. I thought I could improve it and made a 0.1 version that I tested with a client. It worked well, I sent it out to marketing, and now it’s getting rolled out across the team.” Knotel’s wins meetings are designed to recognize contributions like these, which may start small but add up to something significant.

If there’s one thing these three meeting formats share, it’s the habit of making the meeting valuable for the entire team, not just the organization or the manager in charge. If your meetings aren’t giving everyone a chance to feel valued, set their own priorities, and reflect on how they can improve, you might want to rethink your approach.

WATCH THE VIDEO ON THEME: Weekly Team Meetings

We've tried a number of formats for our weekly staff meetings but always On the downside, the meetings tended to run long and the format.

weekly staff meeting agenda sample
Written by Tojashicage
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