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The key steps to prepare for a mid-year business review meeting include:
1. Planning and preparing your report ahead of the meeting.
2. Creating a written agenda and sharing it with your team.
3. Allowing sufficient time to complete the review.
4. Stating the type of meeting, protocol, and expectations of the review.
5. Discussing financial matters last.
6. Meeting your team where they are, as opposed to where you want them to be.
7. Discussing first the successes and accomplishments to fertilize minds on necessary areas of improvement.
8. Completing quality control checks for communications with key players and organizations.
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Plan and prepare your report ahead of the mid-year business review meeting. Create and show your written agenda to your team. Allow sufficient time to complete the review. State the type of meeting, protocol and expectations of the review. Discuss financial matters last. Meet your team where they are, as opposed to where you want them to be. Discuss first the successes and accomplishments to fertilize minds on necessary areas of improvement. Complete quality control checks for communications with key players and organizations.
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As the end of Quarter Two approaches, make your achievements known and reflect upon areas to be improved. Our 2019 Mid-Year Report presentation covers...
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