1 Attendees[edit | edit source]

Who attended this meeting?

2 Announcements / focus points[edit | edit source]

Who is absent this week? What are our goals for this week? What is important for meeting participants to know?

Who What When Status
not started / in progress / done
..

3 Cockpit[edit | edit source]

3.1 Company situation / KPIs /Reports[edit | edit source]

Area What Evaluation / Action
Project management
  • Billable time this week:
  • Active customers this week:
Sales
  • Orders:
  • Offers:
  • Leads:
Billing
  • planned billing amount (Mon): EUR
  • invoiced billing amount (Fri): EUR
  • Invoice amount from new orders: EUR

4 Department[edit | edit source]

4.1 Finance and Billing[edit | edit source]

Who What When Status
not started / in progress / done
..

4.2 Marketing and Sales[edit | edit source]

Who What When Status
not started / in progress / done
..

4.3 Projects, Service and Support[edit | edit source]

Who What When Status
not started / in progress / done
..

4.4 Product Development[edit | edit source]

Who What When Status
not started / in progress / done
..

4.5 Technology and Infrastructure[edit | edit source]

Who What When Status
not started / in progress / done
..

4.6 Internal organization[edit | edit source]

Who What When Status
not started / in progress / done
..