CPC separates board meetings into two sessions: a virtual one for reviewing past results with functional leaders, and a subsequent in-person meeting for forward-looking strategy with the CEO. This structure prevents the common trap of getting bogged down in past performance when strategic, future-focused discussion is needed.
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To maximize the value of bringing teams together physically, focus on one of three goals. "Doing" involves collaborative work on a key project. "Learning" focuses on gaining business context. "Planning" aligns the team on strategy and roadmaps. This framework ensures gatherings are purposeful and effective.
To stay current, the marketing team dedicates two hours on 30 Tuesdays a year to a learning forum. Each director owns a theme for the year (e.g., AI, competitive intelligence) and is responsible for programming several sessions, ensuring a constant influx of external ideas and internal cross-pollination.
Adopt the private equity board meeting model: circulate a detailed brief a week in advance. This forces attendees to consume updates asynchronously. The meeting itself can then be dedicated entirely to debating critical, forward-looking decisions instead of wasting time on status reports.
Instead of using meetings for context-setting, Loom’s team sends a required 'pre-watch' video walkthrough of the strategy. This forces stakeholders to arrive with full context, allowing the live meeting to be shorter and entirely focused on critique, asking clarifying questions, and making decisions.
To avoid bureaucratic slowdown, LEGO's CEO broke his leadership team into smaller, empowered subgroups like a "commercial triangle" (CCO, COO, CMO). These groups handle operational decisions, only escalating disagreements. This has cut full executive meetings to just one hour a month plus quarterly strategy sessions.
Framing a meeting around "alignment" invites defensiveness and departmental finger-pointing. Calling it a "Go-to-Market Meeting" re-centers the conversation on shared business problems like pipeline and retention, fostering collaborative problem-solving instead of blame.
Instead of a top-down agenda, Brad Jacobs has his leadership team collaboratively create it for key meetings. Attendees submit and rank questions based on pre-read materials. Only the highest-rated topics make the final agenda. This bottom-up approach ensures the meeting focuses on what the team collectively deems most critical.
