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Planning an offside Executive Meeting just got easier with this Workspace template that we at Redbooth use to hold highly effective Executive Strategy Meetings. Getting all departments of your company on one page for planning a meeting has never been easier.
Create Workspace
Start a Redbooth workspace from this template
Executive Strategy Meeting
***Introduction***
Goals definition and list
Important dates
Meeting theme
Top-level agenda
Select “extracurricular” activities
Attendee accommodations
Send invitations
Organize transportation
Preparation: Business development
Preparation: Marketing
Preparation: Sales
Preparation: Finance
Preparation: Customer service
***Introduction***
Marketing KPIs
Metrics dashboard
Finance KPIs
Customer service KPIs
Sales: New bookings per quarter
Sales: Bookings YoY
Press and analysts coverage
***Welcome note***
Goals for the meeting
Review strategy for H1
Meeting theme
What has changed since we last met?
Kick-off
Situational analysis
Brainstorming
Re-iterate strategy
Sales: Situation and insights
Finance: Situation and insights
Marketing: Situation and insights
Business development: Situation and insights
Customer service: Situation and insights
HR: Situation and insights
Review Q2 goals, accomplishments & results
Review 1st half goals, accomplishments + results
***What is brainstorming?***
<department> brainstorming on <topic>
<department> brainstorming on <topic>
<department> Brainstorming on <topic>
...
Create strategy slides
Include KPIs to measure impact of each initiative
Action items for sales
Action items for finance
Action items for marketing
Action items for business development
Action items for customer service
Action items for HR
Organization-wide planning to present new strategy
Go back to the "Goals for the Meeting" Tasklist