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An Executive Briefing is a customer-centric meeting between key decision makers from high potential accounts and subject matter experts from the host company who have a high degree of technical expertise and a deep understanding of the customer’s business and markets. These events offer high impact contribution to business results and insights that might inform future strategies and solutions.
Plan for the Agenda
Setting the Agenda for the Briefing is one of the key tasks. Make sure to pick the Agenda Items that will satisfy the specific needs of the specific customer. Each Agenda should a specific time slot and an owner who needs to plan, prepare and get the presentation material vetted.
During the Briefing make sure to manage time. It is good to rehearse any new presentation and also keep buffer time to address questions.
Capture Action Items and Notes
Capture all Action Items that comes up during the Briefing with appropriate due date and assignee. And summarize discussions for future reference.
Soon after the Briefing send out a Minutes of Meeting to all participants. For all action items follow up till completion.
Run a Retrospective using Analytics
While each Executive Briefing is different, there are a lot of learning that can be applied to subsequent Briefing. It is always a good idea to conduct a Retrospective with all participants to discuss what went well and the areas of improvement that can be applied to the next Executive Briefing.
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