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.
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