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How To Run A Quarterly Meeting

Effectively run a quarterly meeting by setting a clear agenda, ensuring all relevant stakeholders are involved, reviewing the past quarter’s performance, setting goals for the next quarter, and facilitating open and constructive communication throughout the meeting.

A Quarterly Meeting is a standard business meeting that is held every three months or four times a year. The primary purpose of this meeting is to review the past quarter’s performance, financial results, sales, goals, and other aspects of the business. It allows stakeholders to understand where the company stands in relation to its strategic objectives and market conditions. The discussion during this meeting often includes important decision-making for the future and plans for the upcoming quarter.

What is the purpose of a Quarterly Meeting?

The purpose of running a quarterly meeting as a leader is to provide updates on the team’s progress, discuss goals and objectives for the upcoming quarter, address any challenges or concerns, and ensure alignment across the organization. It also offers an opportunity to recognize achievements, foster teamwork, and gather feedback to optimize performance and drive success.

How To Run A Quarterly Meeting: Step-By-Step


Step 1: Planning the Quarterly Meeting,

The preliminary stage of organizing a meeting involves pinpointing the core purpose of the gathering. It is essential to understand who needs to be present for in-depth discussions on the requisite topics. This foundational step also involves setting the precise objectives the meeting hopes to achieve, providing directional insights for all attendees.

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Step 2: Setting the Agenda,

In this phase, a thorough agenda must be created, delineating the specific topics up for discussion. Each agenda item should be broken down into segments of varying importance each with predefined time limits. This aids in maintaining an organized, focused, and time-efficient meeting structure.

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Step 3: Scheduling the Meeting,

After drafting the agenda, decide on a date and time considering everyone’s availability who is required to participate in the meeting. This involves careful coordination, especially when members are from different time zones to ensure everyone can conveniently attend and contribute effectively.


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Step 4: Sending Meeting Invitations,

Once the meeting schedule is solidified, circulate invites to all relevant attendees. This invitation must include the date, time, and venue details – either physical location or a hyperlink for an online session. Additionally, ensuring the invitation encompasses a detailed copy of the meeting agenda is essential, as this allows participants to prepare their inputs, identify discussion points early, and foster a more productive, focused meeting.

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Step 5: Pre-meeting Preparation,

Ensure all requisite documents for the meeting are prepared well in advance. This could range from quarterly earnings reports, graphs representing sales trends, presentation slides containing crucial project information, to other pertinent documents based on meeting agenda. Thorough preparation aids smooth running of the meeting.

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Step 6: Conducting the Meeting,

During meetings, it’s crucial to steadfastly adhere to the agenda. A designated facilitator ensures efficiency, guiding the discussion and ensuring all topics are suitably addressed. Their role helps maintain momentum and prevents sidetracking. This stage also includes the vital job of note or minute taking, accurately documenting the meeting’s occurring for future reference.

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Step 7: Post-meeting Actions,

Within a few days following the meeting, it’s vital to distribute the minutes to all attendees. This allows everyone to revisit the key points discussed and to confirm their assignments. Any action items should be clearly delegated, coupled with a set deadline for completion. This is crucial for maintaining accountability, keeping track of progress, and ensuring timely completion of tasks arising from the meeting.

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Step 8: Follow-up,

Ensure that all action items arising from meetings are addressed promptly and accomplished effectively. This could involve scheduling subsequent meetings for further deliberation, systematically tracking each task, or checking in with individuals responsible for these tasks. Consistent monitoring not only covers progress checks, but also offers support where required to facilitate completion.

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Step 9: Review and Evaluation,

Analyzing the quarterly meeting’s efficacy, addressing improvements, and evaluating if objectives were met is the backbone of effective meetings. This iterative process is crucial to continually heighten meeting productivity and ensure we’re on track towards our strategic goals.

Questions to ask as the leader of the meeting

1. “What progress have we made towards our quarterly goals?” – This question helps to assess the overall accomplishments and determine if the team is on track.

2. “What obstacles or challenges have we encountered?” – By identifying obstacles, a leader can address them and find solutions to ensure progress is not hindered.

3. “Are we effectively utilizing our resources?” – This question helps in evaluating resource allocation and identifying any areas where resources may be misaligned or underutilized.

4. “How well are we working together as a team?” – Assessing team dynamics helps to identify any issues in collaboration, communication, or coordination that may be affecting overall performance.

5. “What feedback or suggestions do you have for improving our processes or workflows?” – Encouraging team members to provide feedback and suggestions promotes continuous improvement and innovation.

6. “Are we meeting customer expectations?” – Evaluating customer satisfaction helps to gauge the success of products or services and identify areas for improvement.

7. “What trends or changes in the market do we need to be aware of?” – Staying updated on market trends and changes helps to anticipate challenges and adapt strategies accordingly.

8. “Are there any emerging opportunities that we should explore?” – Identifying potential opportunities allows leaders to allocate resources and plan strategies to capitalize on them.

9. “Do we have the necessary skills and training to meet our goals?” – Assessing the team’s skillset helps leaders identify any skill gaps that need to be addressed through training or hiring.

10. “What action steps do we need to take moving forward?” – Defining clear action steps helps ensure the team is aligned on next steps and responsibilities, facilitating progress towards the next quarter’s goals.

As a leader preparing a quarterly meeting agenda, it is important to set clear objectives and prioritize discussion topics based on their relevance and importance to the team’s goals. Include updates on ongoing projects, challenges, and achievements, as well as opportunities for feedback and collaboration. Keep the agenda concise and focused to ensure a productive and efficient meeting.

How To Prepare For A Quarterly Meeting
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During a quarterly meeting, it is important to discuss key performance indicators (KPIs), progress towards business goals, financial updates, strategic initiatives, upcoming projects, market trends, customer feedback, employee engagement, and any potential challenges or opportunities. These topics provide a holistic overview of the company’s performance and help stakeholders make informed decisions for future growth.

See Our Quarterly Meeting Template
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Software tools to facilitate a Quarterly Meeting

Software helps leaders run quarterly meetings more efficiently and effectively. It provides a platform for easy collaboration, allowing all participants to access and contribute to meeting materials in real time. With features like agenda creation, document sharing, and task tracking, software enables leaders to streamline the meeting process, improve communication, and drive better decision-making.

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Running a successful quarterly meeting doesn’t just occur on its own; it requires preparation, proper execution, and attention to detail. It’s all about setting clear objectives, encouraging participation, having well-structured agendas, managing time effectively and setting the stage for the next steps. Remember, the ultimate goal of these meetings is to ensure everyone is aligned toward the common organizational goals, address issues, and celebrate achievements, all while promoting a communicative and collaborative culture. By following the strategies outlined in this blog post, you should be well on your way to conducting quarterly meetings that are productive, engaging, and beneficial for your team and your organization as a whole.

Jannik Lindner

I'm Jannik and I write on MeetingFever about the experiences from my career as a founder and team lead.

If you have any questions, please contact me via LinkedIn.

Popular Questions

What is the purpose of a Quarterly Meeting?

The purpose of a Quarterly Meeting is to review the progress of the company or department over the past three months. It allows staff, managers, and stakeholders to assess the company’s performance, planning for the next quarter, address issues or problems, and discuss important updates or changes, ensuring everyone is aligned with the business goals and objectives.

Who should attend a Quarterly Meeting?

The participants may vary depending on the organization. Generally, top-level management, department heads, stakeholders, and in some cases, all employees should attend a Quarterly Meeting.

What should the ideal duration of a Quarterly Meeting be?

The length of a Quarterly Meeting can depend on the complexity of issues on agenda, but a typical Quarterly Meeting should last between two to three hours. This allows ample time to discuss all agenda points without taking up an entire workday.

What topics should be included in a Quarterly Meeting?

Topics like a review of the quarter’s performance, updates on key initiatives or projects, financials snapshot, review of sales and operations, introduction of new processes or policies, and planning for the coming quarter usually come up in a Quarterly Meeting.

How can one prepare for a Quarterly Meeting?

Preparation would involve reviewing strategic goals, preparing a detailed agenda, analyzing the past quarter’s data, progress on projects, analyzing strengths, weaknesses, opportunities, and threats and documenting any issues or topics to be discussed. Management should ensure the relevant data and resources are available to attendees before the meeting so they can come prepared.

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