3 Review Meetings: Operational, Strategy, and Strategy Renewal

Three Valid Review Meetings

Deliverables should drive meetings, even review meetings.

Face-to-face time is too expensive to hold unstructured discussions and hope some of it sticks. Hence, here find three strong reasons for conducting review meetings,  Additionally, find comments on the different types of deliverables, frequency, and structure for each.

 3 Review Meetings




Meeting Purpose To review the performance of operating departments and business functions and address problems. Review performance indicators and initiatives to assess progress and barriers to strategy execution. Review the strategies and modify as necessary.
Deliverable Action plan for short-term problems and opportunities for continuous improvement. Project or initiative acceleration or deceleration and other mid course improvements. New, improved, or transformed strategies, targets, and authorization for expenditures.
Frequency From daily to monthly . . . monthly to quarterly . . . quarterly to annually
Topics –   Operating dashboards

–   Sales, bookings, shipping, and inventory reports

–   Customer complaints

–   Late deliveries

–   Defective production

–   Knowledge gaps

–   Equipment or process breakdowns

–   New opportunities

–   Departmental specific (eg, treasury operations)

–   Scorecards and dashboards

–   Strategy map

–   Workforce development

–   Brand identity

–   Product innovation

–   Customer satisfaction

–   Business process improvement

–   Strategic objectives and themes

–   Focused theme(s) for this meeting, that rotates

–   Strategic assumptions

–   Strategic targets

–  Budgets and allocation balance

–   The strategies themselves

–   Strategy map, shaping curves

–   Analytic reports (eg, correlations)

–   Market (with competitive) analysis

–   Technology developments

Agenda Construct Use the MG RUSH “Facts, Implications, Recommendations tool; aka “What, So What, Now What.” Use the MG RUSH “Facts, Implications, Recommendationstool; aka “What, So What, Now What.” Consider Quantitative SWOT and other portfolio prioritizing methods (eg, Perceptual Mapping)
Comments Avoid discussions about strategic issues. Avoid discussions about operational and tactical issues. Can be substantially modified, even going back to Mission, etc.


Make Review Meetings Participatory

Participants should NOT spend their time listening to report presentations during review meetings. They should have become familiar with the main topics through their pre-read and preparation, and have developed some input for consideration. Strive to build your agenda for review meetings around discrete deliverables from each step, and make sure the deliverables can be documented. If your deliverable is too ethereal (eg, ‘shared awareness’), then it is inappropriate for these three types of meetings. Remember that a world-class strategy is impotent if it is not converted into operational plans that are executed against the agreed upon performance targets.


Finally, MG RUSH  professional facilitation curriculum focuses on providing methodology. Each student thoroughly practices methodology and tools before class concludes. Some call this immersion. We call it the road to building impactful facilitation skills.

Become Part of the Solution While You Improve Your Facilitation, Leadership, and Methodology Skills

Take a class or forward this to someone who should. MG RUSH Professional Facilitation Training provides an excellent way to earn up to 40 SEUs from the Scrum Alliance, 40 PDUs from PMI, 40 CDUs from IIBA, and 3.2 CEUs. As a member of the International Association of Facilitators (IAF), our Professional Facilitation. Therefore, our training aligns with IAF Certification Principles and fully prepares alumni for their Certified Professional Facilitator designation.

Furthermore, our Professional Facilitation curriculum immerses students in the responsibilities and dynamics of an effective facilitator and methodologist. Because nobody is smarter than everybody, attend an MG RUSH  Professional Facilitation, Leadership, and Methodology workshop offered around the world, see MG RUSH  for a current schedule.

Go to the Facilitation Training Store to access our in-house resources. You will discover numerous annotated agendas, break timers, and templates. Finally, take a few seconds to buy us a cup of coffee and please SHARE.

In conclusion, we dare you to embrace the will, wisdom, and activities that amplify a facilitative leader.

Facilitation Expert

Terrence Metz, CSM, PSPO, CSPF, is the Managing Director of MG RUSH Facilitation Training and Coaching, the acknowledged leader in structured facilitation training. His FAST Monthly Facilitation blog features over 300 articles on facilitation skills and tools aimed at helping others lead faster, more productive meetings and workshops that yield higher quality decisions. His clients include Agilists, Scrum teams, program and project managers, senior officers, and the business analyst community among numerous private and public companies and global corporations. As an undergraduate of Northwestern University (Evanston, IL) and MBA graduate from NWU’s Kellogg School of Management, his professional experience has focused on process improvement and product development. He continually aspires to make it easier for others to succeed.

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  1. Great piece. Is it possible to obtain a pdf of this? Kind Regards, Daaniel (Sibongo)

    From: Facilitative Leadership & Facilitator Training To: danielsibongo@yahoo.com Sent: Thursday, April 21, 2016 6:06 AM Subject: [New post] 3 Review Meetings: Operational Review, Strategy Review, & Strategy Adapting #yiv9281675095 a:hover {color:red;}#yiv9281675095 a {text-decoration:none;color:#0088cc;}#yiv9281675095 a.yiv9281675095primaryactionlink:link, #yiv9281675095 a.yiv9281675095primaryactionlink:visited {background-color:#2585B2;color:#fff;}#yiv9281675095 a.yiv9281675095primaryactionlink:hover, #yiv9281675095 a.yiv9281675095primaryactionlink:active {background-color:#11729E;color:#fff;}#yiv9281675095 WordPress.com | Facilitation Instructor posted: “Deliverables should drive meetings.  Face-to-face time is too expensive to hold unstructured discussions and hope some of it sticks.  Here are three strong reasons for meetings and additional comments on the different types of deliverables, frequency,” | |

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