Team Meeting Agenda

BPM–HCM Team Meeting Agenda (Optimization & Delivery Phase)

This article defines the standard agenda and operating expectations for BPM–HCM team meetings during the Optimization & Delivery phase. These meetings focus on operational health, portfolio delivery, governance consistency, and decision support.

1. Welcome & Strategic Framing (10 minutes)

  • Department announcements or time-sensitive updates
  • Review of today’s agenda and desired outcomes
  • Review of open action items requiring decisions or escalation
  • Alignment to current BPM priorities (optimization, automation, analytics)

2. Operational Health & Automation Status (25 minutes)

Focus: “Is the machine running well?”

  • TDX automation & workflow updates
    • New automations deployed
    • Automations in progress or queued
    • Exceptions, failures, or manual workarounds identified
  • Power BI & reporting ecosystem
    • Dashboard updates or enhancements
    • Data quality or refresh issues
    • New reporting needs tied to leadership or operational decisions
  • Service request & intake performance
    • Volume trends (projects, changes, services)
    • Cycle time or bottlenecks
    • Opportunities for further automation or simplification

3. Portfolio & Delivery Updates (40 minutes)

Focus: “What are we delivering and what needs attention?”

  • Projects
    • Status, risks, and upcoming milestones
    • Cross-functional dependencies or decision points
  • Change Requests
    • Items in discovery, prioritization, and execution
    • Items deferred or recommended for future optimization
  • Discovery & Intake
    • Recently completed discovery sessions
    • Key themes, recurring pain points, or patterns
  • Standing Engagements
    • Key takeaways from meetings with HCM Directors, Directors Group, and Executive Leadership
    • Follow-ups or actions needed from those discussions

4. Governance, Standards & Continuous Improvement (25 minutes)

Focus: “Are we operating consistently and improving intentionally?”

  • Process or documentation refinements
  • Standardization updates with partner teams
  • Reporting or metrics requiring refinement
  • Security, compliance, or data governance topics
  • Lessons learned and recommended adjustments to intake, discovery, delivery, or communication

5. Risks, Escalations & Decision Support (20 minutes)

  • Items requiring leadership input or escalation
  • Cross-functional risks or capacity concerns
  • Decisions needed to unblock progress
  • Trade-offs or prioritization conversations

Standing Operating Expectations

  • TDX tickets, dashboards, and documentation must be updated by Thursday prior to the meeting
  • Meetings are for decision-making, coordination, and reporting—not task execution
  • Come prepared to report status clearly, propose solutions, and identify risks early
  • All review materials must be linked in the agenda and stored in the appropriate Teams or SharePoint location
  • Action items must be documented, tracked, and visibly updated between meetings
  • Bring blockers, risks, or insights that inform process improvement and leadership awareness
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