Weekly Standups (15-30 mins)

This is not about governance per se, but I’ve left in here as it is a great discipline to use
Many of you will be familiar with the approach from the software development side of things, so this is an extension for sales & marketing
This is a pacy session - detailed discussions can be taken directly offline
What are we working on this week
Are there any blockers?
Who needs help?
Has anything changed

Monthly Marketing Planning (1 hour)

This meeting is about tactical activity, keeping you moving & checking if things need adjusting
Use your marketing calendar / activity plan
What's coming up this month that we need to do?
Tweak any final messaging, priorities etc
Ensure you are maximising all activity - for example if you have a blog post, how are you sharing it through your social media, on your website, could it be a webinar etc
Take a look ahead for the rolling 13 weeks, as there may be things you need to start working on

Quarterly Planning & Review (2 hours)

This meeting should identify your key ‘big rocks’, tactics and the 'build the machine' activity
Review

What have we achieved against the plan?
Metrics review - don’t drown in data, but pick the key marketing & sales metrics which are right for your business right now
What went well last quarter?
What didn't go so well?
What can we learn?
What should we change or do differently?
What are we going to celebrate? Remember to share good news stories with your wider team

STOP: before agreeing to change your focus, discuss whether this is supporting your strategy, or if you are just following the latest shiny thing

Use this session to deep dive into topics the team needs to review / focus on, eg upskilling on social media, a review of the website, discussion on metrics