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Maximize Your Organization's Potential with Quarterly Reviews

Our fourth article on effective meetings focuses on the quarterly review meeting. Author Patrick Lencioni strongly advocates the use of quarterly leadership team meetings in his book “The Advantage - Why Organizational Health Trumps Everything Else in Business”. Regarding this meeting form he states, “Activities that should be addressed during these meetings should include reviewing the organization's strategic anchors and thematic goals, assessing the performance of key employees, discussing industry changes and competitive threats and, of course, reviewing the behaviors of the team members in regard to cohesiveness.”

Lencioni recommends the use of an outside consultant or leader of the executive team to participate as a member, organize the meeting and facilitate the discussion. He advises executives to step back and revisit the four disciplines covered in his book: team, clarity, communication, and human systems. The author advises that every organization spend two days each quarter for these developmental review meetings.