Tactical Meeting Process
Call out distractions, get present for the meeting. No discussions. One person speaks at a time.
Checklists are used to track recurring actions that are useful to have visibility over. The Facilitator reads the checklist of recurring actions. Participants respond by "check" or "no check" to each item for the preceding period (e.g. the prior week).
Each role assigned a metric reports on it briefly, highlighting the latest data.
The Facilitator reads each project and asks: "Any updates?" The project owner either responds "no updates" or shares what's changed since the last meeting. Questions are allowed, but no discussion.
This is the main part of the meeting, where participants triage their operational tensions. This step starts by building an agenda of tensions to process — one or two words per item, no discussion.
To process each agenda item:
- The Facilitator asks: "What do you need?"
- The agenda item owner engages others as needed.
- The Secretary captures any next-actions or projects requested & accepted by any circle member
- The Facilitator asks: "Did you get what you need?" If yes, we move to the next item on the agenda.
Each person can share a closing reflection about the meeting. No discussion.