MLT cadence
The following cadence is used to product our Monthly Business Review deck.
- Begin the month deciding on strategic ISPs, and ISPs from last month’s MBR
- Strategic issues as ISPs discussed and decided
- MLT invites MLX as appropriate
- Time permitting, ISPs from prior MBR discussed and decided
- MLT invites MLX as appropriate
- Time permitting, have MLT feedback for 10 minutes at the end of this meeting
- MLT leaders prepare for MBR by reviewing results with their directs and appropriate MLX teams (e.g. MLX Growth). Forecasts for FY23 Goals are shared, with context.
- Slot for ad hoc ISPs--Tell CEO in Monday 1-1 if meeting is MLT meeting is needed
- Otherwise, this is prep time for MLT and their directs/MLX
- In first two months of the quarter forecast to end of quarter
- In the third month of quarter forecast to end of next quarter
- All monthly forecasts should have a comment with at least the following:
# [DATE]
## Going well - Include thank yous
## Not going well - Include next actions, DRI and follow-up date
- Complete MBR deck to share context, next actions, and escalate any ISPs
- Slot for ad hoc ISPs--Tell CEO in Monday 1-1 if meeting is MLT meeting is needed
- Otherwise, this is prep time for MLT and their directs/MLX
- MLT leaders, directs & MLX (cross-department stakeholders) to complete their slides
- MLT works with functional leaders (e.g. CSM, Growth, Support, etc.) help dial in data and commentary. Issues requiring escalation should have an ISP prepared.
- Optional: MLT can prepare recordings linked to the deck
- Deck made “Comment Only”. Opened to MLT comments ahead of MBR meeting
- NOTE: Confidential issues (e.g. PIPs, HR, etc.) will be omitted
- Complete MBR discussion, get MLT to full context on the business. Escalate & clear ISPs
- MLT arrives having read the deck and made comments async (unless comments are sensitive, e.g. HR-related)
- Maximum 20 minutes discussion per department
- Time permitting, MLT can review ISPs queued
Last modified 1yr ago