Weekly & Monthly Operating Rhythm
1. Philosophy
Meetings are expensive. We only hold meetings that have a clear purpose, agenda, and output. We use MS Loop for agendas and MS Planner for action items.
2. The Cadence
| Meeting | Frequency | Audience | Purpose | Output |
|---|---|---|---|---|
| Daily Standup | Daily (15m) | Teams | Blockers & Updates | Clear plan for the day |
| Leadership Sync | Weekly (60m) | Leadership | KPI Review, Issue Solving | Decisions, Tasks in Planner |
| 1:1s | Weekly (30m) | Manager/Direct | Coaching, Feedback | Growth plan |
| Monthly Business Review (MBR) | Monthly (90m) | Leadership | P&L Deep Dive, Trend Analysis | Strategic adjustments |
| Quarterly Planning (QBR) | Quarterly (4h) | Leadership | OKR Grading, Next Quarter Planning | Finalized OKRs for next Q |
| Annual Strategy Retreat | Annually (2d) | Leadership | Vision, 3-Year Plan | Annual Roadmap |
3. Meeting Agendas (Standard)
A. The Weekly Leadership Sync (L10 Style)
- Good News (5m): Personal/Professional wins.
- Scorecard Review (5m): Review KPIs. Red/Green status only.
- Rock Review (5m): Review quarterly OKR progress. On/Off track.
- Customer/Employee Headlines (5m): Critical feedback or news.
- To-Do List Review (5m): Status of last week's Planner tasks.
- IDS (Issues, Discuss, Solve) (30m):
- Prioritize top 3 issues.
- Dig to root cause.
- Create action items in MS Planner.
- Conclude (5m): Rate the meeting (1-10).
B. The Monthly Business Review (MBR)
- Financial Deep Dive: System 07 report. Budget vs. Actuals.
- Departmental Deep Dive: Rotating focus on one system (e.g., Marketing deep dive one month, Ops the next).
- Strategic Initiatives: Review of major projects.
4. Tools & Logistics
- Agendas: Shared MS Loop component pinned to the meeting invite.
- Action Items: Captured directly into MS Planner during the meeting.
- Attendance: Optional attendees marked as "Optional." If you are not adding value or learning, you may leave.
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