Meetings You Need to Have – Part 2 | Jan Copley Atticus Blog | California
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Jan Copley
Certified Practice Advisor
Atticus, Inc.

530 South Lake Avenue, Suite 250
Pasadena, CA 91101
(626) 696-3145
(626) 421-6747 (fax)

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Meetings You Need to Have – Part 2

November 2, 2012

Filed under: Meetings — @ 8:00 am

In my previous posting, I wrote about the importance of meeting with yourself every Monday morning so you can focus on what you need to do over the next week, as well as your long-term goals.

There’s a second meeting you need to have: a weekly conference with your team. After all, your team members cannot help you unless they know (1) what’s going on and (2) what needs to be done.

So, after you’ve met with yourself, meet with your team. I suggest the following items for your agenda.

    1. Everyone’s wins for the past week.

    2. New client retentions, including interesting information about the clients. This is important so (1) your team has a personal interest in the new clients and (2) they are aware of any sensitive issues that might come up.

    3. Reviewing the calendar for the next two weeks to see what’s scheduled and what people need to do.

    4. Reviewing work in process. This helps to prioritize what needs to be done, avoid work getting stale, and reduce bottlenecks.

    5. Going over any outstanding management issues, including progress reports on long-term goals.

    6. Discussing what we used to call “training tidbits.” This can be anything that helps people do their jobs; it might be as simple as talking about a newly-discovered keystroke in your word processing software.

    7. Soliciting suggestions for improvement (in anything).

It took me awhile to develop team meetings that worked. However, once we successfully implemented our Monday morning meetings, I found the meetings served to create a real team culture in the office, reduce conflict, get my employees emotionally invested in the business, and move my practice forward. In other words, our weekly meetings were essential.

Please let me know how this helps you!

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