le All SOPs
Sample: Quarterly advisory meeting prepSample
AdvisoryNot reviewed yet
Sample
This is an example that shows the format. Check it against how your team really works before you rely on it.
Steps
Still being written — the agenda structure and the numbers we always bring.
1. Pull the numbers three days before
Advisor · 45 min
Rolling 12-month P&L, cash position, debtor days and the top five expense movements. Never walk into an advisory meeting building the pack live.
2. Write three wins, three risks, three decisions
Advisor · 30 min
One page. If a topic does not fit into wins, risks or decisions, it is a status update and belongs in an email instead.
3. Send the pack 24 hours ahead
Advisor · 10 min
So the client arrives having thought about it. Reading the pack together in the meeting wastes the most expensive hour of the quarter.