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Meeting Tips

Operations Meetings: What They Are and How to Conduct Them

February 1, 2024
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Min Read
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February 1, 2024
Arianna Rulli
Operations Meetings: What They Are and How to Conduct Them
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Why are operations meetings so relevant?

Do you know how often operational meetings should be held?

In this blog, we'll answer these questions and show you how to establish an efficient structure for effective operations meetings and explore their different types.

Let's dive right in!

What Is an Operations Meeting?

Operations in a business context refer to the activities, processes, and practices involved in the ongoing running of a company. These activities are essential for creating and delivering a product or service to customers.

Operations meetings are relevant for a company to confirm that all its established goals and delegated tasks are accomplished effectively. These meetings, scheduled at various times throughout the year, adapt to the changing objectives and priorities of the organization.

The primary goal of these meetings is to ensure team alignment, provide information, and maintain focus on achieving goals pertinent to the organization's current projects and tasks.

Furthermore, they foster collaboration among team members, ensuring unity in understanding project statuses, priorities, and resource allocation.

Step by Step Guide

It's important to follow a structure when conducting a meeting, as it helps maintain a linear process and avoid confusion. That's why we recommend following these steps:

(1) Preparation

Begin by setting clear objectives to define the meeting's purpose. Next, create a detailed agenda, giving careful consideration to the topics for discussion and allocating appropriate time for each.

Distribute this agenda in advance to participants, selecting them based on their relevance to the topics. Additionally, ensure that technology requirements are met and prepare any necessary materials or documents.

(2) Start of the Meeting

At this moment, it's important to outline the meeting's format and establish expectations for participation and time management. Begin by warmly greeting the attendees, a gesture that acknowledges everyone and sets a positive, inclusive tone.

In case there are new members or guests, take a moment to introduce them. This approach fosters a comfortable environment and promotes better engagement throughout the session.

(3) Review of Previous Meeting Minutes

This step entails reviewing the decisions and actions from the last meeting, followed by participants updating the group on their respective action items.

Additionally, it's a good time to revisit any unresolved issues from previous meetings and assess their relevance to the current agenda.

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(4) Agenda Items

Each topic is methodically discussed, placing emphasis on the participation of all attendees to ensure a variety of perspectives.

Every agenda item—usually a distinct topic—calls for input, discussion, and potentially a decision from the participants.

These items can range widely, reflecting the meeting's specific purpose and the organization's current focus, and may encompass operational challenges, project updates, strategic initiatives, resource allocation, performance reviews, or other vital operational aspects.

(5) Wrap-Up

This stage encompasses summarizing the decisions and action items that emerged from the meeting. Each action item is then designated to a responsible individual, complete with clear deadlines.

If time allows, soliciting quick feedback on the meeting’s effectiveness can offer valuable insights, instrumental in refining future meetings.

(6) Meeting Closure

This phase is about recognizing the contributions of all participants and expressing gratitude for their time. Moreover, confirming the details of the next meeting, when relevant, and providing closing remarks is crucial to keep the momentum going after the meeting.

(7) Follow-Up

This requires the prompt distribution of the minutes, which should comprehensively capture the discussions, decisions, and assigned action items.

Wudpecker gives you its automatically created AI notes within minutes after a meeting. It can even automate sharing the notes to other attendees.

Regular monitoring of the progress of these actions and maintaining open lines of communication are crucial for the effective implementation of the meeting's outcomes.

Examples of Operational Meetings

When it comes to operations meetings, it's important to note that there isn't just one type. Let's see what kind of various meetings we can call operational.

Daily Huddle

  • Purpose: Aligns team members on the day's goals and tasks, emphasizing quick updates and problem-solving for any immediate priorities.
  • Duration: Typically 5 to 15 minutes, these huddles are held at the same time every day, usually at the start of the workday.
  • Agenda: May cover a review of KPIs, progress updates on ongoing projects, addressing any obstacles or issues, and a brief summary of each member's focus for the day.

Weekly Operations Meeting

  • Purpose: Evaluates the past week's performance, address longer-term issues, and plan for the upcoming week.
  • Duration: Between 30 minutes and 1 hour and are typically scheduled at the beginning of the week, offering a chance to set priorities for the coming days.
  • Agenda: Starts with a review of the previous week’s achievements and challenges, followed by a discussion of the current week’s priorities and objectives.

Monthly Operations Review

  • Purpose: Measures the organization's performance over the past month and plan for the upcoming month. This includes reviewing the effectiveness of implemented strategies, assessing financial performance, and discussing key business developments or market changes.
  • Duration: From 1 to 2 hours. They are scheduled towards the end or the beginning of the month, providing a comprehensive view of the past month's performance and setting clear goals and strategies for the month ahead.
  • Agenda: Is structured and detailed, covering different key areas of the business. It encompasses a review of financial performance, analysis of KPIs, discussion of significant operational issues or successes, and an evaluation of progress towards strategic goals.

Quarterly Business Review (QBR)

  • Purpose: Conducts a comprehensive evaluation of the business's performance over the past quarter. Its primary aim is to assess how well the operational results align with the company's strategic objectives.
  • Duration: Usually last several hours and can even extend to a full day, depending on the size and complexity of the business. They are scheduled at the end of each quarter to review the past three months and plan for the next.
  • Agenda: Begins with a high-level overview of the company's financial and operational performance, followed by detailed departmental reports and analyses.

Annual Operations Meeting

  • Purpose: Focuses on the operational aspects of an organization. It involves reviewing the past year's achievements and operational challenges, identifying growth opportunities, and setting goals and strategies for the upcoming year.
  • Duration: Generally, it takes a full day or even multiple days, depending on the organization's size and complexity. Typically, it's scheduled towards the end of the fiscal year or at the beginning of a new one, aligning with the company's planning cycle.
  • Agenda: Is introduced by a review of the previous year, encompassing an analysis of the business's financial performance, market developments, and a comparison of achieved versus planned objectives. Following this review, the focus shifts to future planning, including setting new goals, developing strategies, and allocating resources and budgeting for the upcoming year.

Ad Hoc Operations Meetings

  • Purpose: Addresses specific challenges, makes urgent decisions, or seizes opportunities that fall outside the regular meeting cycle.
  • Duration: Usually, it can vary significantly. They can be brief, resolving immediate issues quickly, or extend over several hours for more complex matters. These meetings are scheduled as needed, often at short notice and without a set frequency.
  • Agenda: Is usually more flexible than that of regular operations meetings, primarily aiming to address a specific concern or opportunity. It often begins with a brief overview of the issue, followed by discussion, brainstorming, and decision-making.


Operational meetings are vital for maintaining constant contact with team leaders and members, ensuring that everyone is aligned and well-informed.

These meetings, which range from Daily Huddles to Annual Strategic Planning, each serve a distinct purpose in maintaining and enhancing organizational efficiency.

By mastering these elements, operational meetings evolve beyond routine gatherings; they become powerful tools that drive your company's success.


What is the difference between strategic meeting and operational meeting?

Strategic meetings and operations meetings serve distinct purposes within an organization.

Strategic meeting

The focus here is primarily on the long-term goals and overarching strategies of the organization, referring to plans spanning several years.

It involves strategic planning, setting long-term objectives, discussing innovative solutions, and considering the overall direction of the company.

These meetings often involve the executive team and department heads and are less frequent, such as monthly or quarterly meetings.

Operational meeting

It's more about the day-to-day management of the company.

These meetings are typically held more frequently, such as in weekly operations meetings or even daily stand-ups. They focus on ongoing projects, immediate team tasks, resource allocation, and problem-solving.

Operations meetings aim to ensure that the team is on the same page, working effectively towards short-term objectives and addressing any critical issues that arise in the daily functioning of the organization.

What should be covered in an operations meeting?

An effective operations meeting agenda should cover:

  1. Review of Previous Meeting: Discuss follow-through on actionable tasks from the last meeting. This helps in assessing progress on past meetings' decisions and ensures accountability.
  2. Current Projects and Key Metrics: Update on current projects, including project management details, performance metrics, and any critical issues needing attention.
  3. Weekly Priorities and Agenda Items: Focus on the key topics for the week, identifying areas that need immediate attention or action.
  4. Cost Reports and Performance Metrics: Review financial aspects like cost reports and other key metrics that influence day-to-day operations.
  5. Open Discussion for Team Members: Allow team members to raise issues, suggest innovative solutions, and offer diverse perspectives.
  6. Planning for Next Operations Meeting: Outline key points to be discussed in the next meeting, setting a clear agenda and objectives.

How do you start an operations meeting?

To start an effective operations meeting, follow these steps:

  1. Send a Calendar Invite: Ensure all team members, including team leaders and other team members, have the meeting notification well in advance. Use weekly meeting invites to maintain regular communication.
  2. Begin with a Clear Agenda: Share the meeting agenda with clear objectives, agenda items, and a sample agenda for future reference. A step-by-step guide at the beginning keeps the meeting structured and focused.
  3. Review Past Meeting and Follow Up Items: Start by reviewing key points from the previous meeting, discussing the follow-through on tasks, and highlighting achievements to boost morale.
  4. Encourage Active Participation: Foster open communication and active participation from all team members for effective operations.

What are the benefits of operational meetings?

Operational meetings, when conducted effectively, offer several benefits:

  1. Stay Focused on Priorities: They help the operations team stay aligned on priorities, ensuring that everyone is working towards the same objectives.
  2. Problem Solving and Finding Solutions: These meetings provide a platform for addressing critical issues promptly, allowing for immediate problem-solving and finding solutions.
  3. Boost Morale and Team Collaboration: Regular interactions among team members, including team leads and team members, enhance team collaboration and boost morale.
  4. Track Progress and Performance: They allow for a regular review of key metrics and project status, helping in tracking progress and adjusting strategies as needed for long-term success.
  5. Identify Areas for Improvement: Operational meetings enable teams to identify areas that need improvement and discuss innovative solutions for ongoing challenges.
  6. Enhance Communication and Collaboration: Regular meetings enhance open communication and collaboration among different departments and team members.
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