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Aug 15, 2023 · Why you should have a Weekly Business Review. How to set up and run one. How to manage them within and across teams. How to make your WBR a good use of time, actionable and what sort of actions you can take.
- Adam Fishman
What is a Weekly Business Review (WBR)? A WBR is a weekly meeting between your executive team and the directly responsible individuals (DRIs) who own your company’s most important goals. . Team AirOps has spent a lot of time thinking about how to help teams build better WBRs.
- Get It in The Diary. now.
- Meet Before The Meeting
- Invite The Right People
- No Surprises
- No Devices
- Strategy vs Operational
- Avoid The Past
- Celebrate Success
- Focus on Gaps
- So What? What Now?
You need your reviews in the diary for the next 12 months. Why ? 1. Your clients' diary is likely to be empty so you'll generally get the date of your choice. 2. The more advance notice, the more chance you'll get an appointment. If it's January and you ask to meet in June, how can they refuse? If you're asking to meet next week, chances are they m...
If nothing else, do this one thing. Schedule a 30-minute call in advance of the review to hold a pre-meeting briefing. Ask: 1. What are you interested in exploring during the review? 2. What are your pain points? 3. What are your goals? What targets do you have as an individual and as a business? 4. Has anything changed about your role? Do you have...
Don't do it alone. Don't have a cast of thousands either. Invite stakeholders familiar with the program and who can make a valuable contribution. Gather decision makers and strategic influencers. You'll have a meaningful discussion on program outcomes and priorities. It's also efficient. You'll gain agreement on tactics and identify (and overcome) ...
Simple rule: make sure everyone knows what the review is about, why they need to be there and what's required of them "Business Review" is not an agenda. If you've followed Tip #2then you're already clear on what you want to discuss and why. Get these into an agenda, but be discerning: not every topic can make the short list. Focus on two or three ...
So this can be tough, especially when you're the supplier, and you are telling the client to get off their phone. For an effective Business Review everyone must be present - in mind and body. When participants are on their laptops or phones it is frustrating, distracting and quite frankly, rude. Even David Cameron banned mobile phones from cabinet....
Keep them apart is all I can say. Now don't get me wrong, how you interact with your client and fulfil your products and services are very important. Discussions often reveal underlying issues that are part of a wider problem that may impact profitability and retention. However, you only have 90 minutes to present the last quarter, agree on priorit...
You want to learn from history, not re-live it. Don't get distracted during your meeting dredging up old issues. What you learned from them, and what you're doing about it are the emphases. The Business Review is about making major decisions to move the program into the next quarter, so spend most of your time forward focused and discussing the opp...
The Business Review is a perfect opportunity to share the success of your program. What has gone well and why and acknowledge the contribution of those who made it happen. Take time to recognise achievement: 1. Highlight the positive impact to the business 2. Consider if you've met the target. It worth continuing to pursue 3. Make sure you have som...
A gap analysis is simply this: 1. Define your future state 2. Analyse your current situation 3. Identify how you'll get from here to there This is what will drive your program forward. Embrace continuous improvement opportunities and spend time on devising strategies that address them. Think innovation - explore new ways to solve old problems. I en...
My former manager, Rebecca Pulhamshared this wisdom with me many years ago and I've lived by it. When you are presenting recommendations, trends, data, observations - basically, anything - you must be able to answer those two powerful questions: So what? What now? Do not make statements. Build the story, capture the imagination. Inspire your client...
May 17, 2023 · It could be called a weekly business review (WBR), a management meeting or performance review. However, the aims are broadly the same: Review business performance - check in on progress against the company’s most important metrics so everyone in the leadership has a common understanding of performance.
5 days ago · Quarterly business reviews (QBRs) offer a powerful way to strengthen customer relationships by demonstrating the ongoing value your product or service provides. When done right, they become a key opportunity to build trust, showcase progress, and align on future goals. By taking a structured, data-driven approach to preparing your QBRs, you can ...
We offer an independent business review that provides a sound base from which business owners, lenders or investors can finalise a lending or investment decision. All business environments change and as we know this can create as many opportunities as it does threats.
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Aug 17, 2017 · A regular review process ensures that you stay on track and the actions you take are indeed bringing you closer to your goals. From my experience a three-level review process is the most effective...
