As a manager, it's important to be proactive about potential changes at the company, and
to equip yourself with all the knowledge you need to make quick decisions. This is a
template for those who need to manage up to an executive, communicate effectively, set
expectations, and get buy-in.
Agenda
Upward Updates (Manager to Exec)
Update on goals: best case, most likely and worst case scenarios for hitting goals.
Update on the team: team allocation to projects, hiring updates, team morale.
Update on expenses: how much we're spending, costs reduced/added, green/red on budget.
Discussion Topics (Questions for Exec)
Any broader company updates?
Do I need to recalibrate goals/team/expenses based on what you know?
Any messaging I need to share with my team?
Want meeting notes like this with no extra work?
With Hypercontext, every meeting has a shared goal, agenda, notes, and next steps. When you use a collaborative agenda, your team will show up prepared for every and leave with clear next steps. No more meetings that should have been an email. 🙌
