Next Level Pros

#118: How to run weekly, monthly and quarterly meetings


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Welcome to a new episode of The Founder Podcast! This episode is all about the importance of consistent and structured meetings to build a strong organizational culture. Chris discusses the critical components of planning and executing effective meetings at various levels within your company, from daily check-ins to annual executive retreats. This episode is packed with actionable insights on how to establish a rhythm of accountability, goal setting, and problem-solving to drive your business forward. 


https://nextlevelhomepros.com/june25thworkshop 


Highlights:

"One of the most important things in establishing a great culture is consistency."


"Weekly trainings in every single department should be happening once a week in conjunction with your daily check-ins."


"In your monthly finance meetings, create a 13-week cashflow projection to make plans."


"During your annual executive planning, get away, get offsite, and spend three days really dialling in on goals and budgets."


Timestamps:

00:00 Introduction and Importance of Consistency

01:01 Weekly Meeting Structure

02:05 Management Team Meetings

04:09 Monthly Financial Meetings

05:34 Executive Goals and Forecasting

09:10 Quarterly Leadership Retreats

12:40 Quarterly Budget and Green Hat Meetings

14:01 Safety, Compliance, and Customer Experience

15:39 Annual Kickoff and Executive Planning

22:06 Company Trips and Conclusion


Looking to scale your business? Want to learn directly from the same team that helped me sell my last business for 9 figures? Click this link below to check out how you can work with us.

https://nextlevelhomepros.com/grow-home-service-vsl 


Join my community - Founder Acceleration ⁠https://www.founderacceleration.com  ⁠


Apply for our next Mastermind: h⁠ttps://www.thefoundermastermind.com ⁠ 


Golf with Chris:

h⁠ttps://www.golfwithchris.com ⁠ 


Watch my latest Podcast

Apple- ⁠https://podcasts.apple.com/us/podcast/the-founder-podcast/id1687030281S

Spotify- ⁠https://open.spotify.com/show/1e0cL2vI1JAtQrojSOA7D2

YouTube - @thefounderspodcast

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Next Level ProsBy Chris Lee

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