weekly-business-review
Meeting template for a Weekly Business Review. I use this with my cofounders at incident.io for our Weekly Business Review, 7:30AM on a Monday morning.
Tips on running it effectively:
- Prepare beforehand. We create a Notion document with the template, and fill it out on the Friday before the meeting.
- Run it the natural cycle of your company begins. For us, that's a Monday morning. This meeting is great to get everyone on the same page, and make tactical changes — doing at the start of a cycle works best for that.
- Pick up longer-term changes and discussions in a separate meeting. Don't try and squeeze quarterly planning into this. Keep it tactical and focused. It's fine to end early.
Hope you enjoy!
Goals of meeting
- Lead by X
- Short-term focused — this week and next
- Make decisions effectively — keep the business moving
- Improvement — identify and implement rapid course correction where relevant
Vibe check (10m)
How are we feeling? How happy are we, and how much impact are we having? If areas of concern, note, and pick them up in ‘things to discuss’
| Person | Highlights of last week (personal + company) | Happiness (0-10) | Impact (0-10) |
|---|---|---|---|
| A | |||
| B | |||
| C |
Metrics review (15m)
Go through Key Metrics dashboard, calling out anything to celebrate, and anything of concern that we need to investigate or jump on.
Things we should all know (10m)
Information broadcasts. Should not require much/any discussion. For example, “I’m having a hard conversation with X this week”, or “please make space in calendar to visit offices”. Fine to not have any.
- A:
- B:
- C:
Syncing up (15m)
Is there anything we need from each other? What would go better if we paired up, or swapped? Get there together — be willing/pragmatic. Fine to not have any.
- X:
- B:
- C:
What’s your single most important thing this week? (5m)
- A:
- B:
- C:
Actions from previous WBR (5m)
Check they’ve been completed, or kill them.
- A:
- B:
- C:
Things to discuss (90m)
Keep them tactical, and focused on changes we could make this week. Anything longer term, pick up in a separate session.
Actions
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