My Foolproof 4-Week Meeting Plan

There’s nothing worse than a team meeting that could have been a Slack update.

You know the ones.

You sit down, everyone shares how their week is going, then the leader talks at you for an hour with what feels like a laundry list of updates, corporate announcements, and then the same old pipeline review you just sent in an hour ago.

It’s exhausting.

And if you're the manager running the meeting, you’re totally demoralized because you feel like all you’re doing is talking to a room of blank stares.

Odds are, you run meetings this way because you don't have time to prepare a compelling, engaging meeting.

It just really sucks all around.

My early team meetings were like this. 

I remember leaving wondering, “Did anyone even get anything out of that?”

Then I started implementing a 4-week meeting cadence, and everything changed, because everyone knew what to expect.

It’s really simple.

Here’s how it goes:

Week 1: Reflect and Plan

→ Review last month’s overall performance and where things stand for the month ahead

→ Discuss recent wins, challenges, and learnings

→ Identify what’s working and what’s not

→ Set clear goals and focus areas for the month ahead

→ Use this as a reset time to align on the intention for the month

Week 2: Learn

→ Focus on building a specific skill based on trends observed and feedback from the team

→ Bring in experts, AEs, and peers to lead micro-enablement sessions or workshops

→ Use this as an opportunity to encourage reps to learn from each other

Week 3: Strategize

→ Deep dive on pipeline health, top account strategies, or key deals

→ Encourage collaborative problem-solving across reps

→ Review patterns in stuck deals, stalled stages, or ways to accelerate deals

→ This week leans more operational and pipeline-focused

Week 4: Flex & Collaborate

→ Short, focused meeting to overcome final hurdles before closing out the month

→ Identify opportunities to pull deals forward

→ Focus on identifying new short-term, rapid revenue opportunities

→ Create “deal war room time” to problem solve together in real time

You don’t need to scramble to figure out what to talk about in your next meeting.

You need a rhythm that builds collaboration, predictability, and gets results.

Need more support to get lead better, more successful, more efficient teams? 

Let's talk.