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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.

Executive Strategy Meeting

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.

Executive Strategy Meeting

#PRE 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

#PRE Metrics & Insights

  • ***Introduction***
  • Marketing KPIs
  • Metrics dashboard
  • Finance KPIs
  • Customer service KPIs
  • Sales: New bookings per quarter
  • Sales: Bookings YoY
  • Press and analysts coverage

Kick-off #Exec-Strategy-Meeting

  • ***Welcome note***
  • Goals for the meeting
  • Review strategy for H1
  • Meeting theme
  • What has changed since we last met?

Meeting — Course #Exec-Strategy-Meeting

  • #Day-1 Kick-off
  • #Day-1 Situational analysis
  • #Day-2 Brainstorming
  • #Day-3 Re-iterate strategy

#Exec-Strategy-Meeting Day 1 — Situational Analysis

  • 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

Brainstorming

  • ***What is brainstorming?***
  • <department> brainstorming on <topic>
  • <department> brainstorming on <topic>
  • <department> Brainstorming on <topic>
  • ...

Day 3 — Re-iterate Strategy

  • Create strategy slides
  • Include KPIs to measure impact of each initiative

Day 3 — Review

  • 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