How To Run The Perfect Meeting

In my last post, I wrote about keeping meetings on track and some best practices we like to focus on at Lighthouse. One thing we also like to focus on is having our agendas ready to rock for our meetings. We all know this is a best practice.  In this post I want to discuss what we have been using as a agenda template for our weekly leadership meetings.  If you are familiar with the Entrepreneurial Operating System (EOS), you will probably be familiar with the weekly L10 meeting.  There is NO WAY this meeting would work without the agenda we stick to.  Here is a quick overview of our agenda with some notes of why we love it.  

Our Agenda Overview:

Personal & Business Bests 

We start off each meeting going over our personal and business bests for the week.  It could be anything from your kid getting straight A’s (personal) to finishing up a project that has been giving you some headaches (business).  Really, I look at it as a time to let everyone know what is going on with you that is giving you some joy.

Scorecard Review 

Spending a few minutes going over metrics is either something you enjoy or hate.  I really have not found many people who fall in between that.  Some people are wired for metrics… others are not.  We try to spend a few minutes touching on the most critical metrics for our business.  If we need some clarity on any of these (why we either hit them or missed them) we send it down to our issues list.  Quick, to the point, and a great way to get a pulse of how the business is performing.

Rock Review 

Our quarterly rocks.  These are the big “get them done” projects for each quarter.  We let the team know whether we are on or off track with these.  If we are off track then we bump them down to our issues list. We then discuss them in more detail later on.

Customer Headlines 

This is where our Client Happiness team outlines what’s good and bad with our clients.  We touch on specific deals that are high priority, client issues that need to be addressed, and anything else that relates to our clients.  Honestly, this is probably the best part of the meeting because it has been extremely positive due the great feedback from our customers.

The To Do List 

This is a list of items that we agree needs to get done each week.  We go through these to-do’s to make sure they were completed by the assigned person.  That’s it.  Pretty simple.  

Issues List 

This is the bulk of the meeting.  “Issues” is not a four letter word at Lighthouse.  We really love this part of the meeting as a team!  We add issues to the list over the course of the week then come together to Identify, Discuss, and Solve the issues.  It is a time to collaborate, not complain.  Using the word “issues” can have a negative connotation at times.  I have to admit, it took me a little time to come around, but now I cannot imagine a better way to discuss what is working and not working in the business that generating this list each week and talking through them.

Closing

We end the meeting with a recap of to-dos for the the following week. We then rate the meeting on a scale of 1-10 (10 is the best).  I don’t think we have ever gone below an 8! As we get better at the flow, the meeting rarely goes over the time allowed.

We would love to share this agenda with you.  If you’re interested, go ahead and fill out the form below… we will send you a copy!  We would also like for you to share any best practices you have regarding meeting agendas or keeping meetings on track in the comments section.  Team meetings can sometimes be a little tough to get through.  We have found that using this agenda or something similar keeps us engaged and on point.  If you have read our blog lately, you know we love the idea of keeping everyone, from your team to your external audience, engaged.

Having Trouble Keeping Your Team Engaged?  Let Lighthouse Help You!

About Morgan Will

Morgan Will is the Director of Operations at Lighthouse Conferencing. He is passionate about improving the inner workings of companies and making sure that life is a breeze for Lighthouse clients. He is a huge University of Colorado fan (which has aged him terribly over the last few years) and once sat next to John Elway at Elway's Steakhouse! He loves the snow and mountains, trying every new restaurant he can find, and ridiculous movie quotes.

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Morgan Will is the Director of Operations at Lighthouse Conferencing. He is passionate about improving the inner workings of companies and making sure that life is a breeze for Lighthouse clients. He is a huge University of Colorado fan (which has aged him terribly over the last few years) and once sat next to John Elway at Elway's Steakhouse! He loves the snow and mountains, trying every new restaurant he can find, and ridiculous movie quotes.

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