How do these meetings differ from toolbox talks or even state of the Unions?

These meetings can be used in different ways

1. Treat these as a mini-State of the Union for your team

2. 1. Go over specific things that relate to the company State Of The Union for your specific department

   2. What you’ve done well

   3. What you didn’t do well

   4. Where you can improve

   5. What’s required to get there

3. Cadence

4. 1. Monthly or quarterly

5. Do you run this as a discussion or a speech?

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This is meant to give you and your team a recap of the past month/quarter/year and cast the vision of where you’re going. Similar to other meetings, this does have a format that you can confidently follow.

1. What happened over the past [time period]

2. 1. What you’ve done well

   2. Finances

   3. Projects completed

   4. Project won

   5. Backlog

   6. New Hires / Team growth

   7. What you can improve on

3. Where are you going

4. 1. Projects you’re going after

   2. Clients you’re pursuing

   3. Hires you’re looking to make

5. Vision for the future

6. 1. What will the company look like in 5 years?

   2. What can people expect to see?

   3. 1. Revenue

      2. Locations

      3. Opportunities

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This is the daily meeting

What did you do yesterday?

What are you going to do today?

What do you need?

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Here is one version of an agenda template that we discussed on today's show - feel free to use it and edit as you like!

1. Attendance

2. 1. Who’s present, their name, contact information, who they represent, and their role in the project. This doesn’t need to be a round table, but the facilitator should have this information to distribute.

3. Establishing a primary point of contact for each firm/discipline.

4. 1. This could be done beforehand and confirmed in the meeting.

5. Old Business

6. 1. Bid items.

   2. Schedule and upcoming dates

   3. Budgets

   4. Previous Clash detection reports

   5. Coordination resolution

   6. Outstanding RFI’s.

7. New Business

8. 1. Next area to coordinate.

   2. 1. Clash detection reports.

9. Resolutions/action items

10. 1. Sign-off dates.

11. Milestones:

12. 1. Next milestone date

    2. Next upload/resolution date

13. Miscellaneous Business:

14. 1. Anything that has not been covered, that should be covered here.

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What can you do to protect your projects from theft? Tune in today for some of Matt's thoughts on the issue and be sure to give us some feedback as to what is working for you.

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Comment your thoughts below and don't forget to like, SHARE, and subscribe! Want to improve your Revit setup time? Get hours back out of your day for less than a cup of coffee? Go to SheetsMadeSimple.com and have your Revit projects automatically setup for you. Sign up for Dillon Mitchell's Straight Shooting Construction Letter http://kowabungastudios.hubspotpagebuilder.com/constructionletter Connect with Dillon Mitchell LinkedIn - https://www.linkedin.com/in/dillon-mitchell-kowabungastudios/ Instagram - https://www.instagram.com/dillonAMitchell YouTube- https://www.youtube.com/user/dalexm13/featured Kowabunga Studios - https://www.kowabungastudios.com/ Instagram - https://www.instagram.com/kowabungastudios/ Facebook https://www.facebook.com/kowabungastudios Want to speed up your Revit production and take your time back? https://www.kowabungastudios.com/products/ Interested in a Revit Training Course with Lifetime access? https://dillon-s-school-332f.thinkific.com/courses/revit-electrical Connect with Matt Vetter Linkedin - https://www.linkedin.com/in/mattvetter/ Schafer Construction - https://www.linkedin.com/company/schaferconstruction/ https://www.schaferconstruction.net/

We all use them - but do you really understand them?

Comment your thoughts below and don't forget to like, SHARE, and subscribe! Want to improve your Revit setup time? Get hours back out of your day for less than a cup of coffee? Go to SheetsMadeSimple.com and have your Revit projects automatically setup for you. Sign up for Dillon Mitchell's Straight Shooting Construction Letter http://kowabungastudios.hubspotpagebuilder.com/constructionletter Connect with Dillon Mitchell LinkedIn - https://www.linkedin.com/in/dillon-mitchell-kowabungastudios/ Instagram - https://www.instagram.com/dillonAMitchell YouTube- https://www.youtube.com/user/dalexm13/featured Kowabunga Studios - https://www.kowabungastudios.com/ Instagram - https://www.instagram.com/kowabungastudios/ Facebook https://www.facebook.com/kowabungastudios Want to speed up your Revit production and take your time back? https://www.kowabungastudios.com/products/ Interested in a Revit Training Course with Lifetime access? https://dillon-s-school-332f.thinkific.com/courses/revit-electrical Connect with Matt Vetter Linkedin - https://www.linkedin.com/in/mattvetter/ Schafer Construction - https://www.linkedin.com/company/schaferconstruction/ https://www.schaferconstruction.net/