Loïc Thomas Profile Picture    Loïc Thomas
 in  Meetings
3 minutes

Monthly meetings to take stock

What happens at a monthly meeting? 

As their name suggests, monthly meetings take place each month. They are useful to take stock of what’s happened in the previous month, and establish whether or not the objectives set were reached. 

By going over what has been achieved, we can assess the situation and imagine future objectives. 

The aim of these meetings is to really take stock of all the relatively significant objectives. 

You can base them on your daily and weekly meetings, to help you keep track and organise them. Monitoring all the meetings organised will make you more agile.

You can organise monthly meetings in a number of ways: 

  • As a team meeting, with all employees 
  • As a one-to-one with the manager for a personalised assessment of the objectives and successes

What are the benefits of this meeting? 

First and foremost, monthly meetings are interesting because they provide a clear overview of the big projects underway and whether the assigned missions were a success or failure. By running monthly checks, it’s easier to quickly rectify certain actions or make changes if necessary. 

This recap will help you see which processes work well, and which need improving.

Secondly, monthly meetings can be used as a reminder of the company’s objectives. It’s also a good opportunity to remind employees of future projects and global ambitions. 

In addition, this meeting gives employees the chance to discuss any roadblocks they may have encountered, and how they feel about the past month. 

How to make it effective 

Find your organisation system

As mentioned, there are lots of different ways to organise a monthly meeting. They can be small, with only the manager present. This method’s advantage is that it eliminates any barriers we may put up when we have to discuss a topic in front of the entire team. 

However, holding these meetings with all your employees can boost team spirit and enable you to get input about certain problems encountered.

Ensure significant advance preparation

During monthly meetings, you must be able to give a precise overview of all the objectives that were set. This means that you really need to keep track of actions throughout the month. 

This also allows you to assess the past month in detail and plan what you’ll carry on with, what you’ll change and what you’ll stop. 

And, by thinking about future objectives in advance, it’s easier to plan tasks and put together a reverse schedule. 

Set aside sufficient time for the meeting

Monthly meetings are important: we discuss the biggest objectives, key results and future ambitions. We sometimes have to tackle structural and organisational aspects, so you must be sure to set aside enough time for these crucial elements, which have an impact on the company, the team and employees.

Monthly meetings should be held with your manager, alone or with the team. They allow you to take stock of the objectives for a whole month and to plan future actions. By discussing successful and unsuccessful missions, you can adapt and improve processes to increase efficiency. 

You can use collaborative tools like Beekast to organise your monthly meetings! They’ll make you more efficient and productive during your meetings!