A weekly business review
“The leadership meeting is status updates, and every week feels like a fire drill.”
A weekly review of the few numbers that matter, and a leadership meeting that makes decisions. I sit in on the first few, then hand over.
How it runs
1
Design sessions with your leadership team.
2
Building the metrics sheet with your finance or revenue operations lead.
3
Sitting in on the first few meetings, then handing over.
You leave with
Meetings that each have a job, an owner for every number, and someone inside running it.
Case studies
From the founders' circle to one leadership team
A Series C logistics SaaS scale-up got its leadership team deciding together, and one OKR session cut a six-month project for 20 people to two months for three.
From competing priorities to one clear strategy
A Series D data SaaS scale-up whose product had stopped selling refocused on the world’s biggest customers, got on budget, and stopped pulling its CEO into everything.
Often run together: OKR workshop · Running the quarter
Know someone this would help?
Richard sets up a weekly business review: the few numbers that matter, and a meeting that makes decisions.
Next steps
