Replace the Monthly Goal Review once per quarter with the QSR. You’re doing a larger review of the quarter, verifying that your big goals are still the desired result, and what must happen over the next quarter to achieve those goals. Because of the strategic nature of this meeting, more “what if” should be allowed versus “do this”. This is the blue-sky meeting.
TIME: 90-180 minutes
The ratio of talking should be 20% leader and 80% team in this meeting. As the leader, you tee the conversation up. Do not kill an idea or dismiss an angle. Allow the team to work through the issue.
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You can next level your QSR by using team surveys to remove pain points, bring in special guest speakers to trigger different thoughts, and allow the team to know the agenda prior to the event to bring thoughts with them.
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To communicate what went well last quarter, reward the top performers, and create the roadmap for the next quarter.
Multi-unit manager to unit manager.
CEO / VP / Director to multi-unit manager.
Keep this meeting small. If it cannot be done around a conference table, you may have too many “strategic leaders”. It is OK to rotate through team members that attend this.
Although the MGR is built into the QSR, the bigger issue is to ensure that the “what if” is discussed and the “how to” is put in a parking lot until the next MGR or WLH.