#LEADERSHIP MEETING AGENDA TEMPLATE HOW TO#

Read People – When you attend meetings with executives, be sure you know how to read people. The best way to spend your time is to make sure everything you do is aligned with achieving those goals, not rehashing the past.Ħ. Keep Your Eye on the Exit, Not the Entrance – It’s important that you have a clear view of company goals and what they look like. It’s important that everyone feels heard and that decisions are made based on what is best for the organization as a whole as opposed to individual agendas.ĥ. You need to listen to yourself and others. Be a Good Listener – To be a good leader, you need to be able to mediate effectively. Make sure see where you are going wrong, and make corrections so that you can continue being a strong leader for the organization.Ĥ. We tend to play favorites or have blind spots when it comes to reviewing ourselves. You are Part of Your Team – It sounds self-evident, but it’s important to think of yourself in the room just as you think about your own team. So make sure you are open and honest with your team and provide strong feedback to them.ģ.

However, this only leads people to cover things up or not understand them at all. As soon as something happens within an organization, people try to cover it up or understand it themselves. Practice Transparency – This is a common mistake with most internal meetings. Are you ready to have the meeting? If not, make sure you have your notes and research from the last few months or years in order to fully answer any questions.Ģ. Sourcing the latest information is critical. Be Prepared – As with any organizational meeting or personal discussion, it’s important to be prepared. Here are ten best practices for executive strategy sessions:ġ. Best Practices For Executive Strategy Sessions You will find a path forward, and then have to choose one priority as your main focus-a useful exercise in figuring out what is truly important.įor any tasks or action items that come up in the meeting, note them in the section for next steps at the bottom of the agenda sample. The rest of this executive strategy meeting agenda template will help you figure out your strategic priorities and how to act on them. If the company’s purpose doesn’t match the planning, either the company’s vision should be updated, or the plan is getting off track. This is both a sanity check and calibration exercise. Now that everyone understands the current situation and where the company would like to go, it’s a good habit to return to the company’s vision, mission, and purpose. After having this quantitative look at the company, move to a qualitative discussion that focuses on where the organization is, what is going well, and what isn’t. When you have such a long session, always open with a welcome and make sure everyone knows what to expect from the day.įrom there, move on to reviewing your key metrics, taking a long view to look at trends over time, from at least as far back as the last time you had a strategy session. Usually, executive strategy meetings like these are either a half-day or full-day. This session follows a proven structure for such a meeting. At least once a year, every executive team should take a chunk of time to dig deep into their company’s strategy and re-align on mission, purpose, and priorities.

Leadership meeting agenda template