A high-performing finance team should always have a pulse on the financial state of their
business. Use this standing meeting agenda to keep the finance team aligned and prepared
to tackle problems or capitalize on opportunities as they come up.
Agenda
How's everyone doing?
Review financial plan vs. current state of the company
Review financial plan vs. current state of our profit centers (marketing, sales, etc)
How are we tracking against our goals?
Idea gathering: How can we maintain or improve our financial performance?
Any urgent or outstanding things we need to address this week?
Want meeting notes like this with no extra work?
With Hypercontext, every meeting has a shared goal, agenda, notes, and next steps. When you use a collaborative agenda, your team will show up prepared for every and leave with clear next steps. No more meetings that should have been an email. 🙌
