Annual Team Meeting 2023

By Jade Shelton

We have quite a structured way of running Proposito. It’s based on the Entrepreneurial Operating System (EOS) outlined in the book Traction by Gino Wickman (you can find this on Amazon).

At the core of the EOS are three types of meetings: a weekly, a quarterly and an annual.

The weekly meetings are for solving operational issues, making sure we all know what’s going on and what has to get done this week. If you’ve ever tried calling us between 9:30am – 10:30am on a Monday morning you’ll know we’re usually not available. We’re in the weekly meeting getting ready for the day to day demands of the week ahead.

Each quarter we spend a day off site (beginning of April, July and October) to remind ourselves of the company’s goals, solve outstanding strategic issues and work out what needs to be done in the next quarter to move Proposito forward towards our goals. We remind ourselves of our 10 year vision, 3 year picture and 1 year plan. This ensures that everyone gets back on the same page. Things drift over time and it’s good to press the reset button. The quarterly meeting is our chance to reflect on progress and set goals for the next 90 days.

That leaves the annual meeting, which is two days in January. The purpose of this meeting is to completely re-build Proposito’s plan. We do this from scratch, starting with a blank piece of paper. This is really valuable as it’s our opportunity to reflect on what we’ve achieved, where we’re going and why. If we need to change things we can.

For the last couple of years, we have been unable to go away like we have done so in previous years due to covid and the restrictions.

Thankfully this year, we were all able to go away and we had the most wonderful time together, which was great because it was Anne’s first annual meeting with us!

We headed over to a historic market town in the Cotswolds. It was such a beautiful hotel and location, perfect for our two day off site meeting.

We spent all day Thursday strategising for the year ahead, and then on Thursday evening we enjoyed a heavenly three course meal before heading off to catch some shut eye. The following morning we refueled before strategising some more and heading home late Friday afternoon.

We achieved so much but we also had lots of fun together so all in all, it was a wonderful couple of days.

You’d probably already guessed as a planning firm (with Planning in our company name) that we’d do our own planning. It’s too easy to forget where you’re going when you’ve been embroiled in ‘work’ for a number of weeks, so we take time out to remind ourselves.

This is not too different to financial planning. Each year we meet to refine the plan and see if we need to change direction, take advantage of new opportunities or keep going. The on-going refinement is where the real value of planning is to be found.