Meetings & Protocol

Purpose

Establish a predictable meeting rhythm that keeps everyone informed and focused.


Meeting Rhythm

Meeting Frequency Owner Agenda Channel
Weekly Team Meeting Weekly (Teams) Team Leader Wins, blockers, KPIs, actions Microsoft Teams
Monthly All‑Hands Monthly Management Company updates, priorities, recognition Microsoft Teams
Sales Meeting Monthly Sales Lead Pipeline review, targets, campaigns Microsoft Teams
Renewals Meeting Monthly Renewals Lead Due/overdue review, conversion tactics Microsoft Teams

Protocol

  • Be on time, camera ready (if requested), and prepared with updates.
  • Use the agenda; keep updates concise; log actions and owners in Teams.
  • After each meeting, publish notes and next steps in the relevant Teams channel.

 

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