How do you handle follow-up meetings after initial findings presentations? Client approved moving forward on some recommendations but wants to meet monthly to review progress. Not sure what the agenda should look like - don't want these to become pointless status meetings.
Follow-up Meeting Best Practices
Wayne, I focus on measurable progress - what's been submitted to the utility, what responses we've received, next action items with specific dates. Keep it concrete and action-oriented.
Monthly might be too frequent unless there are complex implementation issues. I usually suggest quarterly check-ins once the utility filings are submitted. Most of the time you're just waiting for utility responses anyway.
Brett, I like that dashboard idea. Randy, you're probably right about monthly being too frequent. Maybe I'll suggest we start monthly for the first quarter then move to quarterly once things are rolling smoothly.
That sounds like a good compromise Wayne. Also gives you flexibility to adjust the frequency based on how complex the implementation turns out to be.
I always bring a simple dashboard showing savings achieved to date vs projected. Keeps the focus on results rather than just process updates. Clients love seeing the money flowing in.