To ensure alignment, Matt Spielman's coaching process starts with senior leadership. When managing partners define and share their "game plans," their goals become the organization's goals. This creates a natural cascading effect, as direct reports align their own objectives to support the firm's primary mission.

Typical marketing meetings devolve into a list of completed tasks and vanity metrics. A "Momentum Meeting" is fundamentally different: it’s structured around scorecards and goals. The focus shifts from "what did we do?" to "did we move the needle, and if not, why?" This fosters accountability and strategic problem-solving.

To accelerate progress, distill your company's entire mission into a single, quantifiable "North Star Metric." This focuses every department—from engineering to marketing—on one shared objective, eliminating conflicting priorities and aligning all efforts towards a common definition of success.

A successful team launch requires three distinct actions: 1) establishing a vivid, imaginable goal (like JFK's "man on the moon"), 2) setting explicit norms for communication channels and response times, and 3) clarifying each member's individual responsibilities before the next meeting.

Instead of listing vague topics like "team discussion," structure each agenda item with a verb and a noun (e.g., "Decide Q4 budget," "Align on launch strategy"). This simple framing forces clarity on the desired outcome for each item and helps determine if it even requires a synchronous meeting.

Before defining segments or campaigns, leadership must align on a "North Star": the desired market position, revenue goals, and any reputational gaps. This high-level agreement prevents downstream misalignment and ensures all functions are working toward the same concrete business outcomes.

Instead of relying solely on one-on-one meetings for alignment, PMs should craft a compelling vision. This vision motivates engineers by showing how even small, tactical tasks contribute to a larger, exciting goal. It drives alignment, clarity, and motivation more effectively than just a roadmap.

As companies scale, roadmaps become a list of stakeholder commitments. To maintain focus, leaders must relentlessly communicate the "why" behind every initiative and tie it to a clear investment ROI. This ensures all teams are running in the same direction, not just checking boxes.

Leaders often assume goal alignment. A simple exercise is to ask each team member to articulate the project's goal in their own words. The resulting variety in answers immediately highlights where alignment is needed before work begins, preventing wasted effort on divergent paths.