Milestones for the Year

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

1
1 2
2 3
3 4
4 5
5 6
6

Team Building Brand Image Costumer Loyalty

Reflect upon the success Consider new digital Better public perception
and pitfall from the marketing trends and if should then naturally
previous year before they’re suitable for us. improve sales efforts.
moving forward.
 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
and testing new product features. identifying market and sales trends. product designer and project team. product 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. Let’s take a moment to celebrate her stellar
achievements. 85%
features developed

$89,000 Strategically identified and

designed 4 new features

Savings in budget due to Proactively found cheaper

production alternatives
increased productivity
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,
02/01/2020 Implement new agenda 25 mins Completed
agenda items, calendar or due dates, action
or task, decision made, action on minutes of
03/01/2020 Treasurer's monthly report 40 mins Ongoing
previous 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 Marketing & sales

09/01/2020 90 mins Pending
strategies
 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.

11:00 – 15:00 – 16:00 – 17:00 –

9:00 – 10:00
14:00 16:00 17:00 18:00

Prioritize key metrics and

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

We will summarize results and
achievements from the last time
period and review the company’s
mission and vision as a team.
Departmental leaders will come
together to exchange ideas to
see how they can complement
each other to do better work.
Leaders will communicate key
points from brainstorming
session to members of the team
and receive immediate
feedback.
Based on prior feedback, we
will plan out key strategies to
be tested for the upcoming
quarter, in order of their
importance.
We will communicate deadlines
and what must be done by our
next meeting so team members
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
projects to double our overall
revenue, all the while
maintain -ing a reasonably
low cost.
As we expand our portfolio of We are allocating more Our human resources team are
products, we must streamline budget for marketing this working on new ways to make
and improve our current year to re-vamp our brand the company culture less
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 Admin and

Product Development Executive Leaders
Management 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

 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 2 2 3 3
2020 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1

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

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