Inspiring Team Meetings

Quarterly Strategic Team Meeting

What You Will Learn

Create an Agenda that assess progress and outlines next steps
Enable full participation from everyone on the team on a regular basis
Develop a greater sense of team unity
Demonstrate your solid, consistent, professional leadership.
Provide a predictable 90-day checkpoint for everyone on the team as it relates to the strategic initiatives and goals of the practice
Establish a simple method of accountability on a quarterly basis with your team members

How You Can Get Started

Set & Prepare for the Quarterly Strategic Meeting

To get started review Provide Ongoing Leadership & Guidance.
Identify who on the team is responsible for the Quarterly Strategic Meeting – they will be responsible for implementing the steps outlined in this process.
Schedule the Quarterly Strategic Meetings into everyone’s organizer for the next year.
- These meetings take about 3 hours, so plan for a morning or an afternoon.
- Provide beverages and snacks/meals to make it a more enjoyable event for your team.
Review the Quarterly Strategic Meeting Agenda, and customize as required based on what you want your team to cover.
Remind everyone at the Weekly Team Meeting that it is coming up on the schedule and to be prepared to update everyone on all items they are responsible for.
Send the Agenda to the team two weeks in advance of the meeting so they can begin preparing any areas of the Agenda they will be responsible for.

Facilitating the Quarterly Strategic Meeting

Make sure everyone has a copy of the Agenda at the outset of each meeting.
- Use the same Agenda template, so it is easy to update and use.
Use the Quarterly Strategic Progress Tracker each quarter to clearly identify the following:
- Goals & Initiatives Important for that Quarter
- Who on the team is responsible for overseeing it
- Action Items for how to achieve the goal or initiative
Come prepared to the meeting.
- Each attendee must be up-to-date with respect to the areas of business operations they are responsible for.
Have someone assigned to take notes and send a team update after the meeting.
Consistency will be important in forming and reinforcing your new structured approach to team communication.

What You Will Learn

Provide a predictable weekly checkpoint for everyone on the team
Create an Agenda that makes these meetings some of the best time you spend all week
Enable full participation from everyone on the team on a regular basis
Establish a simple method of accountability on a weekly basis with your team members
Allow a point of consistent accessibility to the Advisor(s) so the team can have questions answered, and so they can forge ahead with their many client-specific tasks
Develop a greater sense of team unity
Demonstrate your solid, consistent, professional leadership.

How You Can Get Started

Weekly Team Meeting

Follow the implementation instructions outlined in the Weekly Team Meeting Guidelines to either initiate or improve your ongoing team communication.
Choose a weekly day and time to meet that is convenient to everyone.

The beginning of the week tends to work well for many Advisors and their staff
Fridays are generally not recommended due to days off, early departures, other meetings, etc.

Book the team meeting into everyone’s organizer as a reoccurring commitment over the long-term.
- Do not skip the meeting due to one team member’s absence (unless you are a team of two)
- As an Advisor, you show respect to your team by showing up on time and fully prepared
Review the Weekly Team Meeting Agenda and customize where required.
Make sure everyone has a copy of the Agenda at the outset of each meeting.
- It is the same Agenda each time, so this is easy to facilitate
Come prepared to the meeting.
- Each attendee must be up to date with respect to the areas of business operations they are responsible for
Make sure you have a meeting facilitator.
Keep things short and concise. These meetings should not take any longer than 30 minutes.
Consistency will be important in forming and reinforcing your new structured approach to team communication.