How To Run A Monthly Strategy Meeting

To run a monthly strategy meeting, plan the agenda with clear objectives, involve key stakeholders, ensure productive discussions by focusing on the most significant strategic issues, assign tasks with timelines, and follow up on action items.

A Monthly Strategy Meeting is a regular scheduled meeting where key stakeholders in a business gather to discuss and review the overall strategy, goals, and objectives of the company. The purpose of this meeting is to ensure everyone is aligned, provide updates on progress towards targets, identify any challenges or opportunities, and make necessary adjustments to the strategy. It is a crucial platform for decision-making, problem-solving, and coordination among different departments or teams to drive the business forward.

What is the purpose of a Monthly Strategy Meeting?

Running a monthly strategy meeting as a leader serves the purpose of aligning the team’s efforts, discussing progress and challenges, setting goals, and formulating effective strategies to achieve them. It promotes collaboration, ensures everyone is on the same page, and enables proactive decision-making to drive the organization towards success.

How To Run A Monthly Strategy Meeting: Step-By-Step


Step 1: Pre-Meeting Preparation

Before the meeting, it is vital to establish goals, participants, and create an agenda. This entails examining the previous month’s strategy, market trends, and business statistics, as well as identifying key performance indicators (KPIs).

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Our platform, ZipDo, is designed to ease the preparation of team meetings. By providing a centralized repository for all information from previous meetings, meeting leads can effortlessly access agendas and notes. This streamlined process helps in covering all essential topics without fail.

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Step 2: Send Invitations and Meeting Agenda

Sending an invitation to all participants is crucial for effective communication. It should contain important details such as the scheduled date, time, and venue of the meeting, along with an agenda that provides participants with ample time to prepare for the discussion.

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Step 3: Establish the Meeting’s Objectives

At the start of the meeting, it is crucial to recap the purpose of the gathering, ensuring a clear understanding of the objectives and desired outcomes to be achieved.


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Step 4: Review Last Month’s Progress

Reviewing the goals set in the previous month, along with the corresponding actions taken, success measures, and overall results, is crucial for establishing accountability, tracking progress, and ensuring that targets are met effectively.

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Step 5: Analyze Current Market Position

Assessing your business’s current standing in the market involves evaluating sales figures, financial reports, customer satisfaction levels, and conducting a comprehensive SWOT analysis to identify strengths, weaknesses, opportunities, and threats. This process helps you gain insights into your business’s performance and competitive position.

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Step 6: Discuss Challenges and Barriers

Inviting stakeholders to openly share their challenges and roadblocks in attaining the business goals fosters an environment of problem-solving, teamwork, and effective communication, leading to finding proactive solutions.

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Step 7: Generate New Strategy and Ideas

Based on the review, analyses, and challenges, we welcome ideas for innovative strategies that align with our business goals. We encourage creative thinking to identify improvements that will propel our organization towards success and address the issues we’ve identified.

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Step 8: Develop Action Plans

Translate strategies and ideas into actionable plans by assigning tasks, timelines, success metrics, and teams/individuals responsible for implementation.

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Step 9: Document Meeting Decisions and Plans

Recording all key meeting details promotes accountability and serves as a reference for follow-up. Document decisions, strategies, assigned tasks, and timelines to keep everyone aligned and establish a foundation for future meetings.

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Step 10: Review and Close Meeting

Sum up important meeting details, ensuring assignments and next actions are understood. Welcome any remaining queries or input.

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Step 11: Follow-up Communication

After the meeting, promptly share the meeting minutes with everyone, emphasizing essential outcomes, task owners, and due dates. This serves as a gentle reminder of responsibilities and enhances individual accountability for effective follow-up.

Questions to ask as the leader of the meeting

1. What are our key objectives for the upcoming month?
Explanation: This question sets the tone for the meeting by focusing on the main goals that the team needs to accomplish. It helps establish a shared understanding of priorities and aligns everyone’s efforts towards a common purpose.

2. What progress have we made towards our strategic goals since our last meeting?
Explanation: This question promotes accountability and highlights the team’s achievements. It encourages a reflective discussion on the progress made, identifies any challenges faced, and allows for course correction if needed.

3. Are we on track to meet our targets and milestones? If not, what adjustments are necessary?
Explanation: This question helps evaluate the team’s progress and performance against established targets and milestones. It encourages proactive problem-solving and allows the leader to identify potential bottlenecks or resource constraints that need immediate attention.

4. What opportunities or threats have emerged in the market since our last meeting?
Explanation: This question encourages the team to be aware of external factors that can impact the organization’s strategic direction. It promotes a forward-thinking mentality and helps the leader and team stay agile in responding to market opportunities or addressing potential threats.

5. What are the key initiatives or projects we need to focus on this month?
Explanation: This question helps prioritize the team’s efforts by identifying the most important initiatives or projects to tackle in the upcoming month. It clarifies expectations, enables effective resource allocation, and ensures that the team is working on what matters most to achieve the desired outcomes.

6. What resources or support do we need to successfully execute our strategies?
Explanation: This question addresses any resource gaps or potential roadblocks the team might be facing. It allows the leader to ensure the team has the necessary tools, skills, and support to effectively implement strategies and overcome challenges.

7. How can we improve our communication and collaboration during the next month?
Explanation: This question promotes reflection on team dynamics and highlights the importance of effective communication and collaboration. It encourages the team to identify potential areas of improvement, reinforce positive practices, and enhance cohesion for better outcomes.

8. What lessons can we learn from the previous month’s activities, and how can we apply them going forward?
Explanation: This question encourages a learning mindset and continuous improvement. It helps the team derive valuable insights from past experiences, adjust strategies if needed, and apply lessons learned to enhance future performance and success.

9. Are there any other concerns, questions, or suggestions that need to be discussed?
Explanation: This question allows the team members to express any additional thoughts, concerns, or ideas that might be relevant to the overall strategic direction. It ensures that everyone’s perspectives are heard and creates an open dialogue to address any lingering issues or new topics that arise.

As a leader, preparing a monthly strategy meeting agenda is crucial for ensuring productivity and focus. Start by reviewing the previous meeting’s minutes and goals. Identify current challenges and prioritize key topics. Set clear objectives and allocate time for discussion, decision-making, and action planning. Share the agenda in advance to allow participants to prepare and contribute effectively.

How To Prepare For A Monthly Strategy Meeting
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During the monthly strategy meeting, it is important to discuss and review key business objectives and goals. Additionally, analyzing market trends, competitive landscape, and customer feedback should be on the agenda. Evaluating the effectiveness of ongoing strategies, brainstorming new ideas, and allocating resources appropriately can also be vital topics to cover.

See Our Monthly Strategy Meeting Template
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Software tools to facilitate a Monthly Strategy Meeting

Software helps leaders run monthly strategy meetings more effectively by providing tools for scheduling and coordination, agenda creation and sharing, document collaboration, and real-time data analysis. It enables leaders to streamline the meeting process, ensure everyone is on the same page, and make data-driven decisions. With software, leaders can focus on strategic discussions and drive the success of their organizations.

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In conclusion, running a monthly strategy meeting is a critical aspect of keeping your business on track and driving it towards success. By following the steps outlined in this blog post, you can ensure that your strategy meetings are efficient, productive, and yield actionable outcomes. Remember to establish clear goals for each meeting, encourage open and honest communication, leverage technology for collaboration and decision-making, and assign clear responsibilities and deadlines. Regularly reviewing and adjusting your strategies based on the outcomes of these meetings will help you stay agile and adapt to changing market dynamics. Ultimately, by implementing these best practices, you can maximize the effectiveness of your monthly strategy meetings and guide your business towards achieving its long-term objectives.

Popular Questions

What is the purpose of the 'Monthly Strategy Meeting'?

The purpose of the Monthly Strategy Meeting is to set strategic goals, track progress, address any issues or challenges, and make course corrections as needed. It is a regular forum for discussing and refining the company’s strategic direction.

Who should attend a Monthly Strategy Meeting?

Attendees can include key decision-makers such as executive leadership and department heads, however, this can be adjusted based on the size and nature of the organization. Input from a variety of team members can often be useful in developing a well-rounded strategy.

How long should a Monthly Strategy Meeting typically last?

The length of the meeting can vary based on the agenda, but generally, a Monthly Strategy Meeting should last between one to three hours. This allows ample time for discussions and decision making, without being overly long, which could lead to diminishing productivity.

How should a Monthly Strategy Meeting be structured?

The meeting should start with a review of the minutes from the last meeting and a quick overview of the agenda. What follows can include updates from different departments, a review of the goals and Key Performance Indicators (KPIs), a strategy discussion, and time for any other business. It’s important to allocate time for open discussion and for setting the agenda for the next meeting.

What should the follow-up process be after a Monthly Strategy Meeting?

After the meeting, the minutes should be documented and distributed to all participants. Action items should be clearly stated, including who is responsible and the timeline for completion. It may also be useful to schedule the next meeting and set a tentative agenda based on the discussions and decisions from the just-concluded meeting.