Meetings in Business Development

We use several meetings to create alignment and coordinate business development across our teams. These meetings are currently:

• Sales Sync (BizDev: Sales Sync)
  • Why
  • Cadence
  • Attendees (and the rationale for their attendance)
• Horizon Scanning (P&S: Horizon Scanning)
  • Why
  • Cadence
  • Attendees (and rationale for their attendance)

Process related alignment

We work in iterations and use Agile delivery practices to deliver our work. This naturally results in the following ceremonies:

Planning We kick-off iterations with a planning ceremony, identifying the work that we need to complete for the iteration. The outcome of these planning meetings are captured on the BD Team Board.

Note

CRM/Deal related information is stored in HubSpot. See Customer Relationship Management (CRM).

Sync/checking We have two, 15 minute synchronous checkins each week. These help us to:

• Communicate if we are still on track to meeting the iteration’s goals

• Proactively pivot or redistribute focus/capacity based on challenges or new information

• Identify and resolve blockers

Continuous improvement We have a retrospective at the end of each iteration to provide opportunities to improve our way of working.