When I was a Chief of Staff, one meeting generated more stress than all the others in the week.
What was it?
Our Tuesday AM 📊Weekly Business Review📊
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Note: Thread business review
But this was also one of the most important meetings
It was where we made many of the important decisions that decided the direction of the business
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It was stressful for two reasons:
Making hard decisions is stressful, and you never have perfect information to make them with
Preparing content for that meeting was a real time sink, and took away time from getting sh*t done™️
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This meeting is incredibly common across businesses
Over the past 2 weeks I’ve spoken to other data professionals who have this process in their companies to work out how best to run them
I’ve written all this up here
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https://t.co/YNFliWlQVl (View Tweet)
To summarize: the problems are often the same
Content preparation is slow and misses important detail
Automate the data prep
Don’t waste your and your team’s time crunching and then copying and pasting data into google slides.
Use a tool that has a live connection to your data
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Focus on the most important metrics
You don’t have time to talk about 2nd level and third level metrics in this meeting.
Base your discussion on “Northstar” metrics (and their key drivers if relevant)
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Empower a meeting moderator
Business leaders have a unique ability to get diverted into discussions about how we should measure a thing, rather than how the thing is going
The meeting moderator helps you get through the agenda
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Be systematic about actions
Assign them, track them in a tool, and check in on their completion
Slack or email are not the right tool (they are too ephemeral)
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I now work at @evidence_dev, and this is one of the core problems we’re looking to solve with the tool
It connects with your data warehouse and automatically populates data into a report
You can add commentary to the report, to explain what’s going on
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