Management
Meeting Purpose & Scope
Set a clear objective for each COO meeting (e.g., monthly operations review, quarterly strategic check‑in) so participants know what success looks like.
Pre‑Meeting Preparation
Attendees & Roles
List the core operating leaders in attendance and their roles during the meeting:
Operational Metrics Review
Highlight trends, variances, and root‑causes for the KPIs that the COO tracks:
Project & Initiative Updates
For each strategic initiative, cover:
Risk & Issue Escalation
Escalate issues that exceed team tolerances (budget, timeline, quality, compliance):
Resource & Capacity Planning
Review capacity forecasts vs demand and decide on hiring, outsourcing, or reprioritizing work.
Decision Log & Approvals
Document formal approvals (budgets, policy changes) in a decision log table for audit:
IDDecisionOwnerDateDL‑023Increase production line capacity by 15%COO2025‑06‑03
Action Items & Owners
Capture each action with:
Next Steps & Meeting Close
Confirm:
COO meetings often cover a vast operational landscape—KPIs, projects, risks, and resource allocation. A clear, repeatable agenda keeps the discussion focused on what matters most: data‑driven insights and decisive actions.