Business Review Meetings

Agenda What is a Business Review Who and When Preparing Types of Indicators 3 Things www.wilymanager.com

What it is… The place you present your key indicators Where you celebrate success and discuss action plans A place to receive feedback A forum to collaborate with your team www.wilymanager.com

Who and When Your peer team with your boss The team including your direct reports Monthly or quarterly After most current results are available www.wilymanager.com

Preparing for the Business Review Review and follow your team meeting guidelines Focus on your “key” indicators Relate to the larger business Present your indicators as BATT (Baseline, Actual, Trend, Target) Relate to dollar impact wherever possible www.wilymanager.com

The Business “Preview” Look at your measured historical performance to look forward Talk about what action you intend to take based on the results you are presenting www.wilymanager.com

Typical Types of Indicators Increased revenue Reduced cost Improved safety Improved quality Increased customer satisfaction Reduced cycle time www.wilymanager.com

Three Things If you are regularly tracking your numbers, this is an easy meeting Understand your metrics – both good and bad Use the forum to commit to future action. The Business “Preview” www.wilymanager.com