This agenda should be sent to participants at least 3 days ahead of time to allow them to create their presentation and gather their thoughts.
Sets up how the leader sees results from the last period and quarter for entire company.
Specific KPIs that are to be discussed should be listed so that the team can present based on the same KPI.
Top performers should be recognized, both actual and improved.
Each teammate presents their specific KPI, top performers, and pain points in a 5-minute window. The remaining 5 minutes is for the other teammates to ask questions. The leader should not engage in this section but should keep questions from the team to best practice or “have you thought of…”
The leader should discuss what the KPI for the upcoming quarter is and what that would look like for each period. This can and should be multiple KPIs if they move the company forward.
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Every leader and most companies say that people are the most important asset in their organization yet the KPIs will not include anything around people. Put your KPIs where your mouth is!
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Whether individually or in groups, break the team up and have them discuss “what if” ideas. You can help set guard rails with statements or questions like “what if we doubled the budget” or “how much would it cost to do this in half the time” or “what is the worst-case scenario” or “what are three things that could derail this?”. By asking these guard rail questions, you give the team some limits to help focus their thoughts. These questions should be shared ahead of time.
Take the ideas and prioritize. Each month should have 2-3 ideas to execute. Don’t get into the how today. You can do that starting next week.
Be sure to share the final plan digitally within 12 hours of the completion of the QSR.