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简体中文 As business managers, you must be familiar with this kind of operational meeting:
Departments report KPI completion rates, read through everything they did in the last cycle, and highlight a few "highlights" and "challenges." The presentations go on from 9 a.m. to 5 p.m., and by the time discussion is supposed to begin, everyone is half-asleep.
Why has what should be a vital health check for business management become one of the hardest meetings to run effectively?
As management guru Peter Drucker said: "Efficiency is doing things right; effectiveness is doing the right things." Traditional operational meetings often focus too much on comprehensive information sharing while neglecting effective decision-making outcomes. In this model, operational meetings easily turn into reporting sessions rather than decision-making forums.
In Zhejiang Dishikeji (Dish Tech), there had long been a gap between strategy and execution. The CEO was often in a "black box"—unsure whether strategic goals were being adopted, who was responsible, or how well they were being executed.
Later, Dish Tech chose DingTalk Agoal as its strategic management platform. Using Agoal’s OGSM "one-page" feature, the CEO can now view the full breakdown of strategic goals on a single interface. Core metrics derived from the OGSM framework are tracked via scorecards in daily operations, creating a closed loop for strategy execution.
"We’ve directly incorporated core metrics into Agoal performance evaluations, and placed all monthly and weekly action items into the scorecard for regular progress reviews," said Zeng Xin, R&D Director. The scorecard is Agoal’s goal-tracking tool, where each core business metric has a clearly assigned owner, timeline, and completion status. Compared to using Excel spreadsheets, the scorecard keeps issues more focused and enhances team self-motivation and collaboration.
"Meetings are now more focused—our weekly meetings used to take three hours, but now we finish in less than half that time," Zeng Xin said. The scorecard aligns team goals, making meetings more efficient and execution stronger.
The problems with traditional operational meetings can be summarized in three areas:
Reports are lengthy and lack focus, turning meetings into simple information transfers;
Data is scattered and status unclear, often leading to misalignment;
Discussions remain superficial, lacking systematic root cause analysis, causing recurring issues.
Therefore, a truly effective operational meeting should follow this value logic: strategy-oriented, problem-solving centered, and action-driven. It must answer three key questions: Is our current pace sufficient to achieve strategic goals? If not, what are the key obstacles? And what specific improvement actions are needed?
In the pre-meeting phase, all key metrics and tasks derived from the OGSM strategy are imported into the Agoal scorecard, solving the pain point of fragmented data in traditional operational meetings. Responsible parties update metric values and progress, and AI automatically determines whether each metric is on track (green), at risk (yellow), or off track (red). This allows the meeting to immediately focus on underperforming metrics, avoiding redundant reporting. This shift transforms operational meetings from broad updates to targeted problem-solving, significantly improving relevance and efficiency.
AI automatically assesses whether metric performance meets expectations and assigns red, yellow, or green status
During the meeting, reading from slides is prohibited—teams go straight into the "Challenge & Response" session.
For red and yellow metrics, instead of repeating what has been done, the focus shifts to discussing the key reasons behind underperformance. This directly addresses the twin pain points of traditional meetings: lengthy reports and superficial discussions.
Agoal AI's 5WHY root cause analysis is a critical meeting tool. For example, when the marketing team reports that "number of registered members" is below target, AI guides the inquiry with sequential questions: Why is membership registration below target? Why is new store registration rate low? Why are promotional campaigns ineffective? Why is customer reach insufficient? Why is channel selection suboptimal? Through layered questioning, the team identifies the most critical factors affecting performance, enabling deep exploration from surface symptoms to root causes.
AI uses the 5WHY method to dig deep and uncover root causes
After the meeting, root cause findings are converted into concrete improvement tasks. AI recommends next steps, while teams can also create custom tasks, assign owners, and set deadlines. These "improvement task lists" ensure decisions are effectively executed, transforming discussion into action and closing the loop from problem identification to solution implementation.
AI recommends next steps based on root cause analysis
The integration of Agoal Scorecard and AI capabilities makes efficient operational meetings achievable. Transparency makes goal progress visible at a glance, intelligence empowers deeper analysis with AI support, and agility enables organizations to respond quickly and continuously improve.
The ultimate purpose of an operational meeting is to win. A high-quality business review meeting should have employees walking in with a sense of urgency and walking out with clarity of direction and a drive to succeed. In today’s fast-changing business environment, companies that continuously optimize their operational meeting efficiency and enhance decision quality will surely gain a competitive edge.
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