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

  1. Weekly leadership
    Scorecard, top issues, decisions, and next steps. Forty five to sixty minutes.

  2. Monthly review
    Trend on metrics, project health, risks, and resource moves.

  3. Quarterly reset
    Confirm outcomes, set milestones, and pick projects.

  4. Standard agendas and notes
    Same order each time. Short notes with owners and dates.

  5. 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

Related links