Executive Meeting Template
The Importance of the Executive Meeting
The executive meeting is essential in guiding the company to success. It is where the brightest minds in the company gather to align the mission of the company and how it will be executed.
The leadership team can meet on a weekly, monthly or semi-annual basis. The meetings need to be planned and properly executed otherwise risk running off topic. A great way to manage the meetings is to follow an agenda that sets out topics to discuss and sets clear key performance indicators (KPIs) to be reviewed. Clear and concise quarterly company KPIs have long been the go to strategy for many companies that have achieved success. Use the executive meeting to establish these KPIs and manage them. Our executive meeting template highlights KPIs and assigns time to discuss them.
Executive Meeting Template
What are some of our recent achievements?
Start off with the wins since the last meeting.
Review KPIs since the last executive meeting for each team member
How are our employees doing? Are we aligned with their needs as a company?
A detailed discussion on the most important aspect of any organization: The people & the team.
What were the top 3 issues for the quarter?
What did we learn from the last quarter?
Mistakes & important lessons you should take note of and discuss. Lessons learned and how they impact the business.
What are we looking to achieve for the next quarter? What are our KPIs?
List the Key performance Indicators (KPIs) for next quarter. Add numbers & values to quantify what you are trying to achieve.
Open Floor
What else is on the any one else's mind and anything else relevant to the discussion. Open discussion.
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Robert’s Rule of Order Agenda Template
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