Milestones for the Year

A healthy team culture and Translate marketing efforts High sales is not enough,
right talent should precede into transforming our public repeated trust and business
any plans or ambitions. image for the better. is our long-term objective.

Reflection Marketing Revamp Sales Growth

1 2 3 4 5 6

Team Building Brand Image Costumer Loyalty

Reflect upon the success Consider new digital Better public perception
and pitfall from the previous marketing trends and if should then naturally
year before moving forward. they’re suitable for us. improve sales efforts.
 Attendees

Product Manager Marketing Manager Chief Engineer Project Manager

Product Product Product Product

Manager Manager Manager Manager

Bill Johnson Pamela Clarkson Brenda Lopez Vincent Marks

Bill Johnson is the product manager Pamela Clarkson is the Marketing Brenda Lopez leads the engineering Vincent Marks heads the project
and he is responsible for designing Manager and she is responsible for team and works closely with the team, which oversees that all product
and testing new product features. identifying market and sales trends. product designer and project team. features will be rolled out on time.

@ johnson@gmail.com @ pamk@yahoo.com @ lopez@gmail.com @ marks@gmail.com

Recognition & Awards

Before we begin today’s agenda items, we’d like to offer our

congratulations to Jamie Ramirez, Head Product Designer from
the Product Development department. Jamie’s hard work and
contribution has earned her our Employee of the Year award.

85%
Let’s take a moment to celebrate her stellar achievements.

features developed

$89,000 Strategically identified and

designed 4 new features

Savings in budget due to Proactively found cheaper

increased productivity production alternatives

Personally took active role

in every user study group

Recruited 3 new designers

who are now fully onboard
Agenda & Minutes
Date Meeting Agenda Duration Status

Here you can find a formal record of what

01/01/2020 Discuss annual goals 60 mins Completed
was decided at the meeting, including details
about attendees participated, agenda items,
02/01/2020 Implement new agenda 25 mins Completed
calendar or due dates, action or task,
decision made, action on minutes of previous
03/01/2020 Treasurer's monthly report 40 mins Ongoing
meeting and future decision if required.

04/01/2020 Upcoming announcements 20 mins Pending

05/01/2020 Content planning 90 mins Pending

06/01/2020 Organic search reports 40 mins Pending

Joseph Wong Kate Williams

07/01/2020 Training for new hires 40 mins Pending

Kenny White Holly Moore

08/01/2020 New analytics for campaign 60 mins Pending

Chelsea Mane Jorge Ruiz 09/01/2020 Marketing & sales strategies 90 mins Pending
 Goals by Hour
Since this meeting session is an all-day event, below is an hourly breakdown of what we plan to achieve
during this meeting. Please avoid digression and try your best to stick to these topics at their given slots.

9:00 – 10:00 11:00 – 14:00 15:00 – 16:00 16:00 – 17:00 17:00 – 18:00

Welcome message and Brainstorming session Regroup to discuss ideas Prioritize key metrics and Set objects for follow up
agenda from the speaker between departments and compare strategies deadlines for next quarter meeting next month

We will summarize results and Departmental leaders will come Leaders will communicate key Based on prior feedback, we will We will communicate deadlines
achievements from the last time together to exchange ideas to points from brainstorming session plan out key strategies to be and what must be done by our
period and review the company’s see how they can complement to members of the team and tested for the upcoming quarter, next meeting so team members
mission and vision as a team. each other to do better work. receive immediate feedback. in order of their importance. can start planning right away.
 Goals with Timeline View
For every meeting we have, we set goals for a future time period. Below is a visualization of what
our goals are for the month, broken down by weeks and by six separate meeting sessions.

01 Set main goals for the year

02 Assign project leaders and form teams

03 Test and re-assess results from previous time period

04 Performance review

05 Achieve monthly goal midway checkpoint

06 Deliver results to executive team and await for review

01 Jan 08 Jan 15 Jan 22 Jan 29 Jan

Topics

01 02 03 04
Financial Product Management Sales & Marketing Organizational

Our goal is to use our new As we expand our portfolio of We are allocating more Our human resources team are
projects to double our overall products, we must streamline budget for marketing this working on new ways to make
revenue, all the while maintain and improve our current year to re-vamp our brand the company culture less
-ing a reasonably low cost. product management system. image and help with sales. bureaucratic and efficient.
 Upcoming Projects
Below are three main projects that we have planned to be completed this year. We are
allocating a tremendous level of resources to these projects to ensure high-quality delivery.

Although we have the talent and
ability to make the most stellar and
innovation products, we must find
ways to both lower our production
cost and final sales prices for our
customers. Otherwise, we will not
be able to achieve revenue goals.
Our product development team is
planning to launch 4 new features
this year to diversify our offerings.
We are therefore responsible for
helping them and ensuring that all
parts of development and launch
timeline are dutifully completed.
With our current trajectory, we’ll only
continue to expand our portfolio and
the team size that comes as a direct
result. We therefore need to set up
new workflows and standards to
automate as many links of our ops as
possible in order to remain productive.

Cost Reduction New Product Features Automated Production

 Project Management Team

Core Team

Project Management Product Development Executive Leaders Admin and Operations

Jane Smith Jane Smith Jane Smith Jane Smith

Jerry Shore Jerry Shore Jane Smith Jerry Shore

Carey Moore Carey Moore Carey Moore Carey Moore

In attendance Not in attendance

2020 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31

Jan Project proposal to management and stakeholders

Feb Project team formation and leadership assignment

Mar Finalize checkpoints and deadlines

Apr Technical discussions with product development team

May Phase 1 completion: waiting for launch and review

Jun Gather user feedback

Jul User feedback implementation and product design improvements

Aug Review with management and stakeholders and implement changes from feedback

Sep Phase 2 completion

Oct Soft product launch to beta users

Nov User feedback and product improvement phase 2

Dec Product cost negotiation and alternatives

 Get the full version of this
presentation and access our library
of hundreds of corporate resources

Join You Exec Plus today and take your career

to new heights. Receive premium corporate
resources in your inbox every week.

Start today