Practice Management Daily huddle meeting

These 12-minute morning meetings are called "huddles" because they are designed to be exactly that.

• Everyone stands: This is a huddle — not a meeting.
• Location: Senior financial professional’s office or small conference room.
• Short duration: Get everyone on the same page, and then "break" and go to your positions.
• Tactical: Designed to focus on the priorities of the day.
• Capacity check: Distribute work based on priorities and individual capacity constraints for the day.

Larger teams should consider bookending the day with two daily huddles given as many moving parts as they have.

Likewise, larger teams often begin each morning with an administrative huddle and then an FP huddle (with your Chief of Staff acting as a bridge by attending both meetings).

In summary, "Be bright, be brief, and be gone."

Potential items to discuss

• Review and prioritize appointments, meetings, and calls for the day.
• Check individual team members' capacity constraints.
• Assign and realign critical tasks based on constraints and expertise.
• Review time-sensitive administrative tasks.
• Review pending proposals and status updates.
• Review everyone's three top priorities for the day.
• Recognize individual and team successes.