Instructions on how to run a monthly “same page" meeting for the Visionary and Integrator Seats of the team. This is a meeting adapted from Rocket Fuel, (Wickman and Winters, 2015)
This meeting is for the Visionary and Integrator seats only. It should be held once a month, and scheduled at the previous meeting, and held in person out of the office whenever possible.
Part 1 - Check In - (How are you doing? State of mind? Business and personal stuff?)
Part 2 - Build Issues List (bring issues to the meeting)
Part 3 - IDS (Identify, Discuss and Solve Issues)
The stated problem is rarely the real issue.
You have to dig down to find the real issue.
Don’t move forward until you clearly identify the real issue. Name it!
The objective is to state the real issue in one sentence and hit the root.
Once you have, then move to discuss and stay laser focused on the real issue until it is solved (no tangents).
In an honest and open environment, everyone must share their thoughts, concerns, and solutions regarding the real issue.
Discuss and debate.
Everyone needs to get all they need to say out on the table, but only say it once. If you say it more than once, you are politicking.
Once everything is on the table and the discussion is getting redundant, it’s time for the solution.
With the greater good in mind, the solution is always simple, though sometimes not easy - and sometimes very hard.
It’s more important that you decide than it is what you decide. . . so decide!
The solution needs to be stated by someone until you hear the sweet sound of agreement.
Meeting notes will be written down by the Integrator, and stored in an agreed-upon file.