OPERATING CADENCE

If the meeting starts by figuring out what is true, the dashboard is not ready.

A simple, reusable operating tool for teams that want clearer handoffs and less status chasing.

Use this on one real workflow

The Checklist

5 min — Scoreboard: 5–8 KPIs, trend only
5 min — New exceptions since last review
10 min — Blocked/aging work requiring a decision
5 min — Capacity and upcoming commitments
3 min — Decisions made and owners assigned
2 min — Confirm actions and due dates

Design notes

Keep It Honest

No round-robin status monologues.
Every discussed exception leaves with one owner and one dated next action.
Anything that can be answered asynchronously from the system should not consume meeting time.

How to use it

Do not complete this from memory in a conference room. Pull up one active or recently completed record and test the checklist against what actually happened. Any item that repeatedly needs a text, a side spreadsheet, or an owner stepping in is a candidate for workflow redesign.