Design the operating cadence

Who this is for

Founder led lower middle market companies with 5 to 50 million in annual revenue.

The quick answer

Hold a weekly leadership meeting for issues and decisions. Run a monthly review for metrics and projects. Reset priorities each quarter. Keep agendas the same. End every session with owners and due dates.

The framework in five steps

Weekly leadership
Scorecard, top issues, decisions, and next steps. Forty five to sixty minutes.
Monthly review
Trend on metrics, project health, risks, and resource moves.
Quarterly reset
Confirm outcomes, set milestones, and pick projects.
Standard agendas and notes
Same order each time. Short notes with owners and dates.
Visibility
Share a summary and keep a calendar with all sessions.

Example

After adopting a simple cadence, a services firm cut decision delays and finished more projects on time.

Pitfalls and fixes

Meetings with no decisions. End with owners and dates.
Changing agendas. Keep the order steady.
No notes. Publish same day.

Checklist

Weekly, monthly, and quarterly sessions booked
Standard agendas ready
Scorecard and project tracker live
Notes template in use