The issues discussion is the meat of the weekly meeting. While reporting numbers is necessary, the actual growth happens during these forty five minutes. To ensure this time does not devolve into a series of aimless updates or circular debates, we use the Identify, Discuss, and Solve (IDS) method inspired by the Entrepreneurial Operating System. The goal is to move beyond symptoms and fix the root causes of why a metric is red.
Identify the root cause
The first step is to identify the real problem. Often, what is raised on the scorecard is merely a symptom. If a sales rep reports that meetings booked is red, the initial instinct might be to tell them to work harder. However, when you dig deeper, you might find that the real issue is a broken calendar integration or a sudden influx of spam leads from a new marketing campaign.
You must stay in the identify phase until everyone is clear on the actual problem. A useful technique here is to ask why several times. Why are meetings down? Because the lead quality is poor. Why is the quality poor? Because we changed our targeting on LinkedIn. Now you have identified the root cause that needs a solution.
Discuss with focus
Once the issue is clearly identified, the team enters the discuss phase. This is the space for everyone to offer their perspective, data, and potential solutions. The rule for this section is simple: you only say it once. Once everyone has had their say, further discussion becomes repetitive and wastes time.
The facilitator’s job is to keep the conversation focused on the root cause identified in the first step. If the discussion starts to drift into other topics or general complaints, it must be pulled back. The objective is not for everyone to be heard for the sake of talking, but to surface the most efficient way to turn that red metric back to green.
Solve with clear actions
An issue is only solved when a specific action is assigned to a specific person with a specific deadline. You are not looking for a perfect, permanent solution every time; you are looking for the next right move to course correct.
In a B2B environment, the solution might be to pause a failing ad set, rewrite a landing page headline, or schedule a training session for the sales team on a new product feature. The solution is recorded as a task for the coming week. If the issue is so large that it requires a strategic shift, the solution is to move it to a separate breakout meeting or flag it for the monthly review.
The meeting only moves to the next issue once the current one has a documented resolution. By the time the forty five minutes are up, the most critical risks to your monthly plan should have clear, actionable paths to recovery.