What to be discussed among start-up’s top level meetings

Designing meeting is essential to manage the growth pain of any start-ups. And if designing things, better to design from top. What to discuss among top level meetings such as board of directors or monthly management meeting really matter. At least below three points must be covered.

1. Not only sales, but also product and back office should be equally covered
2. Both of quality and quantity info to be provided
3. Proper breakdown, but not too deeply broken down

Therefore, the agenda of the meeting would be like this.

1. Sales

1.1.
Sales Php____/mo ≒ Contractual amount Php____/mo
= ____ contracts * Php____ per contract
# of contract = __ existing customers + __ new customers
# of new contract = __ SMBs’ + __ Enterprises’
# of SMB = __ companies in Pipeline A last month* CVR __%

1.2.
Sales strategy
1. _______ (and recent insight if any)
2. _______ (and recent insight if any)
3. _______ (and recent insight if any)

2. Product

(Although it really depends on type of product or market, if I may illustrate)

2.1.
__% Customer success among paid customers
= __% of Customer success among paid customer type A
+ __% of Customer success among paid customers type B
+ __% of Customer success among paid customer type C

% of Customer success among paid customer type A
= __ Engagement X * weight __ for Engagement X
+ __ Engagement Y * weight __ for Engagement Y
+ __ Engagement Z * weight __ for Engagement Z

(For product KPI, see this for more detail)

2.2.
Product roadmap/strategy
1. _______ (and recent insight if any)
2. _______ (and recent insight if any)
3. _______ (and recent insight if any)

3. Back office

3.1.
B/S, P/L, Cashflow

Yearly/Quarterly manpower plan by team
= __ of retain, __ of resign, __ of new, __ of promote (& lateral transfer)

3.2.
Recruiting strategy
1. _______ (and recent insight if any)
2. _______ (and recent insight if any)
3. _______ (and recent insight if any)

Fundraising/IPO milestone
1. _______ (and recent status)
2. _______ (and recent status)
3. _______ (and recent status)

(Source: Preparing a Board Deck, 価値をもたらす取締役会資料の外せない設計思想とは？ )

From Sequoia capital