Microsoft business contact manager review
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The purpose is to propel the program forward in a meaningful way. Things might be different since you last met.įocus on measurable criteria that cover key elements such as cost, quality and compliance.Ī business review meeting is about strategy. You may already know some of this, but re-confirm. What are some of the big projects you are working on?.Has anything changed about your role? Do you have different priorities?.What are your goals? What targets do you have as an individual and as a business?.What are you interested in exploring during the business review?.Schedule a 30-minute call in advance of the review to have a pre-meeting briefing. Why not invite your client to visit your office? It's a great chance to host the review with a behind-the-scenes visit and meet the teams that support them day-to-day. Request the largest room available, so you're confident you have room for everyone if the number of participants expands. I've delivered plenty of reviews in coffee shops and lobbies and it's not fun. Make sure your client books a room, not just time on their calendar. It can be tough to hold people's attention at the best of times. Who wants to discuss performance for January to March in July? Not me.Īllow enough time. You can forecast how much preparation time you'll need and become a time management guruĭeliver business reviews promptly - and set your meetings within 4 to 6 weeks of the period end.If it's January and you ask to meet in June, how can they refuse? If you're asking to meet next week, chances are they might not be able to squeeze you in. The more advance notice, the more chance you'll get an appointment.
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Your clients' diary is likely to be empty so you'll generally get the date of your choice.You're already at a disadvantage if your reviews for the next 12 months are not already in the diary.