Pillar Meeting Walk-through
This alignment meeting should be held after the front-line leadership teams have held their 1:1 meetings and information has flowed up to leadership.
Metrics that matter
Review shared Revenue and Marketing Dashboard (recommendation: include the link in your agenda). This is an opportunity to align on how the team is tracking against targets and discuss the most significant go-to-market metrics.
The expectation is that everyone comes prepared to speak to each data point.
Obstacles to Target
Review any blockers or obstacles to meeting any of the core shared metrics. This should follow up on anything identified in the metrics that matter.
Cross-functional issues and decisions needed
Each functional leader is expected to contribute to this section. There are two main questions each team leader should come prepared to answer in this section:
- What is the issue and/or decision needed?
- What is your proposed solution and/or recommended next steps to address the issue?
Each week the team will rotate a different theme based on the time within the month. These areas of focus align with the operating cadence of the organization.
It’s important to note — these themes shouldn’t exclusively be discussed in their respective weeks. Things like pacing and commitment should be touched on each week. But, when it’s the theme for that week, you have the opportunity to dive deeper into the topic.
- Retrospective: Review last month's results.
- Leadership prioritized: Based on current activities, leaders choose 1 topic to dive deeper into.
- Pacing: Are metrics on pace to meet target?
- Forecast Commit: Evaluate what the team is willing to commit to the executive team.
About this template
This time with the Revenue and Marketing leadership teams is focused on identifying what needs to be done to achieve shared results. Every meeting starts with the metrics that drive the business forward and the bulk of the time is spent collaborating on how to continuously improve them.
Updated Sep 22, 2022
Revenue and Marketing Alignment: Pillar Meeting FAQs
How do you structure a revenue and marketing alignment: pillar meeting?expand_morechevron_right
You should think about deviding the meeting into 2 sections: Weekly theme, Standing agenda. Then adding the following revenue and marketing alignment: pillar meeting topics, where appropriate:
- Metrics that matter
- Obstacles to target
- Cross-functional issues and decisions needed
- Week 1: Retrospective
- Week 2: Rotating based on identified priorities
- Week 3: Pacing to target
- Week 4: Forecast commit
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