Updated: June 18, 2021
Summary: This article digs into specific tips and actions an individual can take to prepare for a quarterly company meeting, using Ninety® software to support a productive and effective discussion.
Weekly meetings, such as your Level 10 Meetings™, require a fair amount of thought ahead of time. We find that the most seasoned users spend a few minutes looking through their Scorecard data and measurables to capture their Issues throughout the week. They also may review their Rocks, Milestones and To Do’s to confirm all is in order.
Quarterly meetings, on the other hand, deserve some dedicated prep work. There are some things to do beforehand to ensure that you’re getting the best return on your time, such as spending a few minutes reflecting personally on where the company is, where it needs to go and ensuring that the Issues lists are in top form and ready to discuss.
Look through the Short- and Long-Term Issues lists
In a perfect world, a team would clean out its “Short-Term Issues” list prior to the Quarterly meeting. Not even us here at Ninety are perfect about this, so we wouldn’t expect you to be either.
Start with the Short-Term Issues list, if your team hasn’t been able to get through it in weekly meetings, consider moving them onto the Long-Term Issues list. You’re primarily looking for what can be kept, what’s already been done, and what merits being pushed to the Long-Term list.
The team should be populating the Long-Term Issues list with Issues during your regular Level 10 Meetings. Once you’ve gone through both lists, spend a few extra minutes organizing the Long-Term list. Add any info (in the title and details window) so the complete thought is captured, then give it a preliminary ranking (see how we rank below). Getting this done beforehand is helpful to streamline the Quarterly.
Our recommended rankings of Long-Term Issues for a Quarterly
5 - Department Rock candidate
4 - Personal Rock candidate
3 - Discussion Point for the meeting
2 - Can be pushed to next Quarterly, deprioritized for now
1 - I can’t remember what this is, to discuss and decide how to handle
Where are you now, where are you headed?
Capture a snapshot of where your company is now by simply looking at the Organizational Chart. Consider the current structure and who you have in place for where you need to be in the next 90 days as it relates to your goals. For any concerns, create an Issue so that the whole team can discuss and make a decision on any adjustments, such as additional resources that may be required to support potential initiatives.
To familiarize yourself with where you’re going, we recommend taking a few moments to review the Vision. If something feels off, or if you believe that the goals need adjusting, create an Issue so that the team can discuss it. Generally, changes to the Organizational Chart and Vision would occur during an Annual meeting. Still, if something is standing in the way of your company’s goals it certainly needs to be addressed sooner rather than later.
Reflect on your personal and professional bests
Simply spend a few quiet moments preparing for the segue. What’s working, what needs work? Often, we don’t put enough thought into this for Level 10 Meetings. For Quarterlies, you want to provide a thoughtful answer instead of flying by the seat of your pants.
Quarterly meetings serve as a review of the last quarter to better identify the next quarter’s needs. Spending time prepping will put you in a better position for identifying and reaching your goals.
Be Extraordinarily More Productive, Humane and Resilient
We know you have many choices of products that could help you build your company. At Ninety.io, our passion is to help you and your company become extraordinarily more productive, humane and resilient.
Sign up for a free trial with access to all Ninety.io functions, features and support. We guarantee that you’ll love it.
A place for members and prospective members of the Ninety community to connect, share, teach, learn, help and do business together.