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A weekly operations meeting agenda that fits in 20 minutes

Most weekly meetings in a small business drift into a status round where everyone talks and nothing is decided. A good agenda is short, the same every week, and ends with a list of decisions that each have one owner and a date.

Published by North Star Intel

Why the usual weekly meeting stalls

The usual meeting starts with updates. Each person describes their week. The updates take most of the time, the hard questions get pushed to the end, and the meeting closes with a general sense that things are being handled.

Nothing is wrong with updates. They just are not decisions. A meeting that produces no written decisions cannot be checked the following week, so the same topics come back.

Minutes 0 to 5. Check what came due

Open with last week's decisions, not with news. For each one that came due, ask one question. What actually happened. Write the answer on the record. If the result is checked, close it. If it is not, it stays open with a new date and the same owner.

Starting here sets the tone. Everyone knows the meeting will ask about results, so the results get looked at before the meeting instead of during it.

Minutes 5 to 12. Rank what is open

List anything new since last week as one sentence with a verb. Rate opportunity, risk and effort from 1 to 3. North Star Vision combines those ratings with a published formula, so the ranking is the same no matter who proposed the item.

Look at the top three only. Anything below them waits unless something on the list is about to cause damage this week.

Minutes 12 to 18. One owner and one date each

For each of the top three, name one person and one due date. Not a team, and not as soon as possible. The owner answers for whether the decision was carried out and what came of it. They can hand off tasks. They cannot hand off the answer.

If nobody will take an item, that is useful information. It usually means the item is not really a priority, or that it needs the owner of the business.

Minutes 18 to 20. Read the list back

Close by reading the decisions aloud with their owners and dates. It takes a minute and removes most misunderstandings before anyone leaves the room.

The following is a generic illustration, not a client. A roofing company closes its Monday meeting with three lines. Call back the four quotes older than a week, owned by the office lead, due Wednesday. Move Thursday's double booked crew, owned by the operations manager, due today. Replace the trailer tire, owned by a crew lead, due Friday.

Keep the record where the work is

Paper works. A shared sheet works. The client portal keeps the same agenda as a Monday Brief, with scores, owners, dates and checks in English, Spanish or Portuguese, so next week's meeting opens with last week's list already on screen.

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