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Management Team Meetings

Learning how to build and operate a successful management team is a vital step toward achieving scale and autonomy for a business owner. Pat has a number of engagement options including monthly management meetings, quarterly or annual business review meetings and more customised strategic planning engagements.

Plan, Prepare, & Run

Plan, Prepare, & Run

Develop the skills and habits within your company to plan, prepare, run and do follow up from a scheduled monthly management team meeting.

Balance

Balance

Get the balance right between operational and strategic focus in your meetings. Develop the capability to measure, interrogate and act on the financial and performance information in your business.
Setting the 30-day, 60-day and 90-day goals needed to move the business forward.

Quarterly Business Review

Quarterly Business Review

Quarterly Business Review meetings - These meetings generally differ from regular monthly operationally focused meetings with greater emphasis on reviewing performance against 12 month goals and identifying relatively medium term opportunities to improve the business.

Annual Business Planning

Annual Business Planning

Annual Business Planning Meetings: Ideally, these meetings build on work done at monthly and quarterly meetings. They are generally used to confirm the company's vision, mission, values and direction with a one to three year planning horizon. Goals set last year are reviewed, achievement celebrated and commitments made to medium and long term goals for the future. Like all meetings, the output from the meeting reflects the quality of the planning and preparation going into the meeting