🎯
πŸš€

Weekly Leadership Team Sync

Keep your leadership teams focused, aligned, and accountable with structured agendas to keep everyone on the same page. Document decisions, capture accountability, and keep the business on track.

weekly
alignment
teamops

Meeting Agenda

Share a Customer Story

Keep leadership connected to users through new customer insights, stories, challenges, or issues.

Wins & Key Highlights

Roundtable
Share accomplishments and key achievements by department and build momentum for the week ahead.

This Week Goals & Priorities

Roundtable
Each leader picks up to 3, no more. Stay focused. Make progress.

Risks, Issues, & Blockers

Roundtable
What's currently in the way of progress? Can we address now? If not, assign accountability and move on.

Before Next Week

Capture any follow-ups, action items, or next steps that need to take place before this group gets together again for the next session.

Directions

The primary goal of the meeting is to provide your leadership team with essential information to make business decisions swiftly and efficiently. Prioritize discussions around key business decisions and build a structured agenda that outlines the topics to be discussed, ensuring a clear flow of conversation. Encourage team members to prepare before the meeting by sending a link to the agenda. During the meeting, encourage active participation and value diverse opinions while being mindful of time constraints. Allocate specific time slots for each agenda item and stick to the schedule. Couch tangents in a follow-up topic list for later and avoid 'real-time solutioning' for new items that require more information. Make sure to assign action items and circulate them post-meeting for accountability.

Goal

The goal of your weekly leadership team meeting is to make decisions, raise and address issues across the business, gain cross-functional alignment, and share insights across departments. It's not for monologues or soapboxes. Make the time count, your leaders are more busy than you know. They appreciate brevity, clarity, and focus wherever they can get it.

next steps

Ready to run a high-performing team?

I start everyday with two tabs open and one of them is Trelliswork. I love that it lets me document decisions and when I need to reference something we decided last week, it's right there.
– Product Manager
...everybody can contribute,Β and everybody can be in there together. And then you've got transparency into what you talked about and what needs to get bubbled up.
– Director of Product
We've been working in Google Docs and Spreadsheets for so long, but I really like being able to see and plan my agendas all in one spot, because it's usually just all over the place ... or nowhere.
– Global Operations Manager