Summary
This article defines the standard BPM–HCM team meeting agenda used during the Optimization and Delivery phase. It outlines the structure, focus areas, and operating expectations for meetings to support operational health, portfolio delivery, governance consistency, and effective decision-making. The agenda promotes clear accountability, informed escalation, and continuous improvement across BPM–HCM initiatives.
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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