top of page
Writer's pictureMarty Jalove

Your 3 Meetings? The “how-to” based on the size of your company.

Successful businesses know they need effective meetings. Whether you're a business owner, a startup founder, or a team leader, meetings can be your most powerful tool for aligning objectives, tracking progress, and building a cohesive team. However, the key lies in holding the right types of meetings, at the right frequency. Here are the three critical types of meetings that every business should incorporate: the Strategy Session, the Progress Check, and the Team Building Meeting. You may call these meetings by different names, but each are essential for articulating your goals and keeping you team on track. Success starts by understanding why these meetings are indispensable and how to conduct them effectively.


The Strategy Session

The Strategy Session - Master Happiness with Marty Jalove

Why It Matters

The Strategy Session is a cornerstone for any business looking to align its long-term objectives with actionable plans. This meeting sets the stage for what you aim to achieve, identifies potential challenges, and sparks innovative solutions to drive your business forward.


How to Conduct a Strategy Session

  1. Preparation: Before the meeting, gather all relevant data and reports. Send out an agenda that outlines key discussion points.

  2. Setting Objectives: Define clear, measurable goals for the session. What do you hope to achieve?

  3. SWOT Analysis: Assess your business's Strengths, Weaknesses, Opportunities, and Threats.

  4. Brainstorming: Encourage open dialogue to generate innovative ideas. Utilize brainstorming techniques like mind mapping or the Six Thinking Hats method.

  5. Action Plan: Develop a detailed action plan with assigned responsibilities and deadlines.


Key Takeaways

  • Align business objectives with actionable plans.

  • Identify and address potential challenges.

  • Foster a culture of innovation and strategic thinking.


The Progress Check

The Progress Check - Master Happiness with Marty Jalove

Why It Matters

Regular Progress Checks are vital for keeping your team on track, measuring success, and making necessary adjustments. These meetings ensure that everyone is aligned and working towards the common goal.


How to Conduct a Progress Check

  1. Frequency: Decide how often these meetings should occur—weekly, bi-weekly, or monthly.

  2. Review Metrics: Use KPIs and other metrics to measure progress. What has been achieved since the last meeting?

  3. Identify Roadblocks: Discuss any obstacles that are hindering progress. How can these be overcome?

  4. Adjust Plans: If necessary, pivot strategies based on the insights gained from the meeting.

  5. Action Items: Assign new tasks and set deadlines for the next review.


Key Takeaways

  • Ensure alignment and focus.

  • Measure success and track progress.

  • Identify and overcome obstacles promptly.


The Team Building Meeting

The Team Building Meeting - Master Happiness with Marty Jalove

Why It Matters

Building a cohesive team is crucial for long-term success. Team Building Meetings foster communication, trust, and collaboration, creating a positive work environment where everyone feels valued and heard.


How to Conduct a Team Building Meeting

  1. Ice Breakers: Start with activities that break the ice and encourage team members to interact.

  2. Open Dialogue: Create a safe space for team members to share their thoughts and feelings.

  3. Team Activities: Engage in activities that require teamwork, such as problem-solving exercises or trust-building activities.

  4. Recognition and Feedback: Recognize individual and team achievements. Provide constructive feedback to promote growth.

  5. Future Planning: Discuss upcoming projects and how the team can collaborate more effectively.


Key Takeaways

  • Foster a positive work environment.

  • Enhance communication and trust.

  • Promote collaboration and team cohesion.


 

Effective meetings are the backbone of any successful business. The Strategy Session, Progress Check, and Team Building Meeting each serve unique but complementary purposes. By incorporating these meetings into your regular routine, you can align objectives, track progress, and build a strong, cohesive team. Start implementing these meeting strategies today to drive your business growth and success.


What is the Size of Your Company?

Scheduling meetings effectively depends on the size of your company and the need to balance inclusivity with efficiency. Here are some guidelines for scheduling Strategy Sessions, Progress Checks, and Team Building Meetings based on company size:


For a Company with Less Than 10 Employees:

  • Strategy Session: Monthly, Given the small size, everyone can attend, ensuring alignment and collaborative decision-making.

  • Progress Check: Weekly, These should be brief (30 minutes) and can involve the entire team to keep everyone on the same page.

  • Team Building Meeting: Quarterly, A more relaxed setting to strengthen relationships and morale.


For a Company with 10 to 50 Employees:

  • Strategy Session: Quarterly, Include key department representatives or team leads to ensure focused and productive sessions.

  • Progress Check: Bi-weekly, These should be held by individual teams (e.g., marketing, sales) to keep updates manageable.

  • Team Building Meeting: Semi-annually, Organize these events for the whole company to foster unity and collaboration.


For a Company with 50 to 100 Employees:

  • Strategy Session: Bi-annually, Focus on higher-level managers and team leads who can then disseminate information to their teams.

  • Progress Check: Monthly, Conduct these within smaller teams or departments to keep discussions relevant and efficient.

  • Team Building Meeting: Annually, Plan larger events that bring different departments together to build broader connections across the company.


For a Company with Over 100 Employees:

  • Strategy Session: Annually,Limited to top executives and key department heads due to the size and scope of the company.

  • Progress Check: Monthly (per team), These should be done by individual teams to ensure focused tracking of progress and performance.

  • Team Building Meeting: Annually (large event) + Quarterly (team-based), Large annual events for the entire company and smaller, more frequent team-based activities to maintain strong team cohesion.


Additional Tips:

  • One-on-Ones: Regardless of company size, regular one-on-one meetings between managers and their direct reports are crucial. Aim for bi-weekly or monthly one-on-ones to ensure personalized feedback and support.

  • Download the BACON Meeting Worksheet to get a good start on One-on-One meetings. CLICK HERE!


 

By integrating these meetings into your business practices, you can harness the full potential of your team and achieve your organizational goals more efficiently. Ready to get started? Implement these meeting strategies and watch your business thrive!


Your 3 Meetings? The “how-to” based on the size of your company.

Contact Master Happiness with Marty Jalove

Marty Jalove of Master Happiness is a Corporate Coach, Business Consultant, and Marketing Strategist that helps small businesses, teams, and individuals find focus, feel fulfilled, and have fun. Master Happiness stresses the importance of realistic goal setting, empowerment, and accountability in order to encourage employee and customer engagement and retention.


The secret is simple: Happy Employees attract Happy Customers and Happy Customers come back with Friends.

 

Learn more about Master Happiness at www.MasterHappiness.com or www.WhatsYourBacon.com

 

20 views0 comments

Коментари


bottom of page