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. 

What happened over the past [time period]


What you’ve done well

Finances

Projects completed

Project won

Backlog

New Hires / Team growth

What you can improve on


Where are you going


Projects you’re going after

Clients you’re pursuing

Hires you’re looking to make


Vision for the future


What will the company look like in 5 years? 

What can people expect to see?


Revenue

Locations

Opportunities




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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

Connect with Matt Vetter
Linkedin - https://www.linkedin.com/in/mattvetter/
Schafer Construction - https://www.linkedin.com/company/schaferconstruction/
https://www.schaferconstruction.net/