Recurring Account Team Meetings

Weekly CS Connects Meeting

Each week, representatives from across the various CS departments—including senior leadership, AEs, and PMs—meet to share high-level updates on active projects and allow time for useful conversations that help move work forward collaboratively. This meeting is not meant to review specific project details.

The University Editor facilitates the meeting and once it’s kicked off, AEs provide unprompted updates to keep the meeting flowing efficiently. As active projects are reviewed, any item requiring more in-depth discussion is noted and the group moves on to the next item. The AE or PM then follows up by scheduling a separate meeting with the project team as needed.

When an AE is not able to attend a CS Connects meeting, the team member designated to cover their projects simply lets meeting attendees know “I’m covering (project name) for (AE’s name) if anything comes up” rather than reading directly from the hot sheet. This approach streamlines the meeting while still making it clear who to contact if something is needed on a project before the AE returns. 

 If there is creative work that needs to be reviewed by senior leadership, AEs will alert the relevant team members to join the meeting at 10:45.

Weekly CS Connects Meeting Tool

Project Priorities—aka “the hot sheet”

This document is used to point out priorities for the week or two ahead. All AEs are responsible for updating their project information each week by end of day Friday. Items that need to be touched on during the CS Connects meeting are in bold; items that do not have pressing details or next steps for the week ahead are in gray and do not need to be discussed. Alumni magazines on the hot sheet are updated by the Marketing Design PM. All key meetings for the two weeks ahead are listed at the bottom of the hot sheet and any key attendees (i.e., a dean) are noted.

AEs rotate being responsible for making a pdf of the hot sheet and distributing it via email to Weekly CS Connects attendees by end of day Friday. The AE is also responsible for saving the pdf on Dropbox in the appropriate folder within the Account Services folder. Training will be provided to new AEs on how to format and distribute this document.

1:1’s with Supervisors

Purpose is to provide a regular check-in, used to give feedback, keep each other in the loop about projects, discuss concerns, and help direct reports grow in their roles. These meetings are held weekly and set up by the AE’s supervisor.

Account Team Meeting

Purpose is to gather as a team to collaborate, share important/helpful information, address roadblocks, help problem-solve, and ask questions. Scheduled and led by the Account Management Supervisors, these meetings are held biweekly in the Account Management suite.