If it's January and you ask to meet in June, how can they refuse? If you're asking to meet next week, chances are they might not be able to squeeze you in. You can forecast how much preparation time you'll need and become a time management guruĭeliver business reviews promptly - and set your meetings within 4 to 6 weeks of the period end.Who wants to discuss performance for January to March in July? Not me.Īllow enough time. It can be tough to hold people's attention at the best of times. Make sure your client books a room, not just time on their calendar. I've delivered plenty of reviews in coffee shops and lobbies and it's not fun. Request the largest room available, so you're confident you have room for everyone if the number of participants expands. Why not invite your client to visit your office? It's a great chance to host the review with a behind-the-scenes visit and meet the teams that support them day-to-day. Schedule a 30-minute call in advance of the review to have a pre-meeting briefing. What are you interested in exploring during the business review?.What are your goals? What targets do you have as an individual and as a business?.Has anything changed about your role? Do you have different priorities?.What are some of the big projects you are working on?.You may already know some of this, but re-confirm.

Things might be different since you last met.įocus on measurable criteria that cover key elements such as cost, quality and compliance.Ī business review meeting is about strategy.

The purpose is to propel the program forward in a meaningful way.

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