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Running a Quarterly Meeting in Bloom Growth

Maximizing Your Quarterly Meetings with Bloom Growth

Quarterly meetings are essential for teams to reflect on past performance, celebrate achievements, and set impactful goals for the upcoming quarter. These sessions play a crucial role in aligning the team’s vision and driving progress within the organization.

With Bloom Growth, running a special Quarterly Session is simple and efficient. No need to create a new meeting—just click "Run Special Session" and select "Start Quarterly Planning" to begin. This streamlined process ensures you focus on what matters most: setting goals for success.

  1. Steps for Running an Effective Quarterly Meeting

    1. Setting the Stage:
    Start the meeting by clearly outlining the objectives for the day. A brief presentation or explanation of the agenda will help align the team’s focus and set expectations.

    2. Check-In:
    Encourage team members to share professional and personal highlights from the last 90 days. This fosters camaraderie and sets a positive tone for productive discussions.

    3. Review the Previous Quarter:
    Celebrate the wins and achievements from the last quarter. Recognizing these successes boosts morale and motivates everyone for the next quarter’s challenges.

    4. Issues List Review:
    Review the Issues List to identify any challenges or inefficiencies. This is the perfect time for open dialogue, problem-solving, and cross-departmental collaboration.

    5. Establishing Quarterly Goals:
    Work collaboratively to set measurable goals for the upcoming quarter. Identify key projects or initiatives that will contribute to the organization’s overall growth.

    6. Post-Meeting Feedback and Evaluation:
    Once the meeting concludes, gather feedback from participants. Their input is valuable for refining future meetings and ensuring continuous improvement.

    7. Seamless Transition to Regular Agenda:
    At the end of the Quarterly Meeting, Bloom Growth automatically transitions the agenda back to the regular format, ensuring a smooth return to your standard workflow.

How to Run a Quarterly Meeting in Bloom Growth

Legacy Version:

  1. Access Meetings: Click Meetings at the top of the screen.
  2. Select Meeting or Department: Click on the meeting or department where you wish to run the quarterly session. We recommend using one meeting title per department for all types of sessions to avoid redundant information and duplicate work.
  3. Go to Meeting: After selecting the meeting, click Go to Meeting.
  4. Run Special Session: For quarterly planning, click Run Special Session and choose Quarterly Session. The agenda will switch to the quarterly planning format and revert back to your weekly agenda at the end of the session.

Need more help? Click here for additional training on special sessions.

New Meeting Experience (Preferred Way):

  1. Access Meetings: Click Meetings on the left-hand side of the screen.
  2. Select Meeting or Department: Choose the meeting or department where you want to run the quarterly planning session.
  3. Start Quarterly Planning: Click the blue arrow next to Start Meeting, then select Quarterly Planning to begin your session.

Once you wrap up the special session in either the legacy or the new Beta version, the system will automatically convert the agenda back to the regular one, ensuring a seamless transition to the standard format.