how to prepare a meeting and how to handle it
people: ensure to invite all the key stakeholders, ask participants to confirm their availability, don’t invite people if they are no t required, keep track of the
participation rate
agenda: send the agenda to all the participants at least the day before the meeting, tell people which are the key topics and the expected outcome of the meeting, allow people to prepare for questions and discussion
time management: plan for a proper duration of the meeting, don’t waste people’s time, make sure to have time for questions and agree on the next steps
during the meeting: lead the meeting and encourage people to give their opinion, ask specific questions to have specific answers. Make sure to address all items on the agenda, define the next actions and who is responsible for them.
be sensitive: be aware of who is going to participate to the meeting, if you are addressing issues or roadblocks you must be careful with the wording, some
people might be offended and be discouraged in the continuation of the project
list 6 key rules in writing emails
- be kind and formal
- cc all the relevant people
- be coincise
- be specific
- followup
- escalate
list some rules to writing good emails
- do have a clear subject line
- don’t forget your signature
- be professional: use hi, hello or dear and do not shorten a person name unles yo are given the permission to
- don’t use humor
- always proofread your mesage
- Don’t assume the recipient knows what you are talking about –> Create your message as a stand-alone note, even if it is in response to a chain of emails
- do reply all mails
- never send an angry mail
- keep private material confidential
- DON’T USE EXCLAMATION POINTS and abbreviations and capitals
- Always inform if you change the audience in a thread: add it at the head of the email - e.g.: “Removing Thomas” or “+ John Alterand”
- Greeting with specific names, if no more than 3- e.g.: “Dear John and Jack” instead of “Dear both”
-if Subject is related to a project, add the project code in the Subject, followed by the topic. If the subject involves an IP, IP code must follow, even if external audience is included.
Subject should be as much univocal and precise as possible - e.g.: OVR02 – DJA – July 2023 Timesheet - Does the email pass the “so what?” test? Specify the actions / answers you desire, from whom, and if needed by when.
- always answer in a reasonable time
- if u don’t receive an answer gently push for it
what does BLUF stand for in the email?
BLUF (Bottom Line Up Front): especially if the email is long, add a recap at the top showing in just one line: Issue/Request/Urgency/Consequences
what you DON’T HAVE to do when writing emails?
- Don’t add topics which are excluded from the Object – create a new mail instead
- Don’t change the audience without specifying it in the head of the email
- Don’t leave emails un-answered. If you don’t have an answer, write it
how to start and finish an email?
dont start with hey, start with dear. don’t end with thanks, end with best regards.
how should you creat a ppt deck, what has to be its structure?
- cover page: The first page must have as a Title the occasion of the meeting (e.g. “1st SteerCo Project xy”) and
the presentation date - agenda: The deck must be divided in different sections and the Agenda should make clear which will be the
meeting structure - process vault: 4 key pages explaining the process (timeline, deliverables, risks/project status). EACH WEEK YOU HAVE TO UPDATE AND SUBMIT THE 4 PROCESS VAULT PAGES
- executive summary: This is a very high-level slide in which the key points of the deck should be condensed in few rows of
text. There is no need for suspense, let people know in the first few minutes what you are going to tell them in detail later. - storyline: The key to create a great deck is to tell a story, each slide must have a message to be delivered. Every slide should have an ACTION TITLE with the key findings (es. not market overview but market is growing but margins are declining), then use call-outs to explain the
message or give insights on specific content. - next steps: At the end of the Deck it should be clear which the Next Steps are, it is also a good practice to use the final minutes of the meeting for questions and to brainstorm on possible solutions
- annex: This section will be the repository of all the slides that are deep-diving in detailed topics, you might
need them as a support in case specific questions arise
related to ppt desk , which template has to be used? which font? what has to be the font size for each section and the colour?
use eendigo template or client’s if required
font: arial
Agenda tracker: font size – 11, colour – grey
– Titles: font size – 20/22, colour – eendigo green, font type – bold
– Subtitles: font size – 16, colour – eendigo green, font type – bold
– Content: font size – 14 (min. 12), colour – black/grey
– Footnote: font size – 10 (min. 8), colour – black/grey
what are the key rules for charts in ppt desk? list some others best practise
– Show the measure unit on the axis and the legend
– Be smart in numbers’ format (e.g. €1,5 m instead of € 1.500.000)
– Title: dimension shown, scope of business, scope of geography (unit)
- Use Template’s palette of colours, preferably shades of blue, colour
codes must be clear and avoid confusion in the reader
– RED means “there’s a problem”, use it only if it is necessary
– Always check spelling
– Use gridlines to make sure all titles/subtitles positioning is consistent - Each page should have a sticker with : deadline (day and hour when the page should be completed) and owner
what are the main phases to structure a project in day 1?
- create a project shared folder: use a sharing point, onedrive suggested for the autosave function. CREAT 1 folder to store data received from client, 1 with the meeting presentations, 1 for WIP files. In each folder create an “OLD/SUPERSEDED” folder to
store older version of the files. Create a SLIDE REPOSITORY file where you can keep all the slides you produce so that you can have quick templates when you will create a new deck. - interviews and touchpoints: Interview the key stakeholders and identify which are the PAIN-POINTS, ask many questions and
let them talk.
During the interviews you want to understand also which is the organizational
structure of the client and identify the KEY PEOPLE to engage during the project. Schedule daily TOUCHPOINTS with the project team and weekly touchpoints with the Project leadership team. - Keep track of projects activities: Keep note of all the names/roles of the people you meet and their e-mail contacts in a SPREADHEET and update it whenever
you get in touch with someone new. Use a TO-DO LIST for daily activities and update it on a daily basis. For workstream’s activities
use a proper action log with a RAG (red, amber, green) system, action owners, deadlines and completion status. Use it to regularly update the project timeline.
-Launch data gathering ASAP: This phase could require a significant amount of time
and the risk of delays due to missing data is real. Depending on the type of project you might want to ask for different datasets:
for example in Strategic sourcing project you need to have historical SAP extractions, General ledger’s data, Suppliers’ agreements, etc.
-configure all your accounts: You might be required to have an account with client’s email domain and get access to their VPN,
Teams shared folders or platforms. It is important to have everything set-up immediately, ask IT department if you have
issues
in a project what are the core analysis to be completed in week 1?
- Org chart of commercial org (1 page not more)
- List of clients and prospects with their segmentation allocation
- Segmentation methodology and process
- Sales per client (top 50 clients) in 2022, 2021, 2020 and 2023 YTD – a
barchart with on top of each bar the margin in % - BC - Sales by country 2022 and 2023
- Margins per client (top 50 clients) in 2022, 2021, 2020 and 2023 YTD - BC
- Sales evolution last 3 years -BC
- Idem margins- BC
- Sales per product 2022 and 2021 – BC
- 2*2 chart with revenues on X and GM in % on the Y axis by client
- Same by product
- Sales 2022 by channel (to a distributor or direct) - BC
- % of sales with customized products vs standard (catalogue) products in
2022 and 2021 - BC - Sales and Ebitda last 3 years -BC
what are the 2 key tracking files u need to have on day 1?
DPP - DETAILED PROJECT PLANNING: Detailed project plan with 2-3 tasks for the morning and 2-3 for the afternoon for each time member, each day for the next 2 weeks. Daily tasks after the next 2 weeks until project end.
DRT – DATA REQUEST TRACKER: Detailed tracking of each data or information that has
been requested. Daily you need to track which deadlines are approaching
and send gentle reminders
qual’è il tipico approccio per eseguire una riorganizzazione aziendale?
The slide outlines a structured approach to organizational re-design, divided into four key phases. First, the Current Org Baseline focuses on understanding the existing organization by analyzing org charts, employee data, costs, and ways of working. This step ensures a clear and comprehensive view of how the company currently operates.
Second, the Future Org Design defines what the organization should look like going forward. This includes setting clear goals (such as cost efficiency or customer focus), establishing design principles, and building a target organizational structure with defined roles, layers, and processes.
Third, the Future Org Sizing translates the new design into quantitative terms. It determines how many resources are needed (in terms of FTEs (full time quivalent: numero di lavoratori a fulltime) or hours) and breaks this down across functions and seniority levels, ensuring alignment between strategy and operational capacity.
Finally, the Placement and Transition phase focuses on implementation. It involves assigning employees to new roles based on clear criteria, using performance and experience data, and creating a transition plan with timelines and risk mitigation actions.
Overall, the approach follows a logical sequence: understand the current state, design the future organization, quantify resource needs, and execute the transition. This ensures that the reorganization is both strategically sound and practically implementable.
what are the activities of the morning prayer meeting? what is duration and participants?
- Open Activity tracker and discuss what needs to be done today
- Define plan for delayed activities
- Discuss risks.
- On Monday: what are goals of the week
- Update tracker (min 30 lines for next 2 weeks)
15-30 minutes max
EM + Associates
list some key rules about confidentiality
- do never transfer any file on a USB
- Use a strong password to protect your pc (at least 10 alphanumeric with special characters)
- Password protect any document that can have delicate info (e.g., Reducing size of team etc.)
- Never ever work with names and surnames of people for their private info (e.g., Salary)! – see GDPR
- Ensure your decks have the right confidentiality rating (do not use just what is in the template) – e.g., some
docs can be shared only with the CEO or the Shareholder.
quali sono i 7 livelli di confidenzialità di un documento?
- PUBLIC INFORMATION
- INTERNAL USE
- SENSITIVE - CLIENT ALL
- STRICTLY CONFIDENTIAL - CLIENT MANAGEMENT
- STRICTLY CONFIDENTIAL – EENDIGO CORE TEAM
- PRIVATE AND CONFIDENTIAL
- STRICTLY CONFIDENTIAL GDPR-PERSONAL IDENTIFIABLE INFORMATION (PII)
EACH document should have the confidentiality level vertically on the right (font arial 8)
Le informazioni pubbliche possono essere condivise con tutti, mentre quelle interne restano dentro l’azienda o con collaboratori selezionati.
I dati sensibili di cliente sono condivisibili solo con team specifici coinvolti nel progetto.
Le informazioni strettamente confidenziali sono limitate a gruppi molto ristretti (es. management o core team).
I dati più critici (privati o GDPR/PII) possono essere condivisi solo con una singola persona autorizzata
Cos’è lo steerco?
SteerCo = Steering Committee
È un meeting strategico tra:
senior manager del cliente
partner/manager della società di consulenza
👉 Serve per:
prendere decisioni importanti
allinearsi sul progetto
monitorare avanzamento
what are the 4 cour values of eendigo
- excellence and action: maximum accuracy, fast and action driven
- passion and integrity:
- a good place to work: mentorship, development, empathy, respect, fun, talent
- teamwork
what are the 17 values of eendigo?
- Meritocracy:** We champion the best ideas, prioritizing them over seniority or hierarchy.
- Obligation to Dissent:** Speak up whenever you believe your insights matter.
- Accuracy:** Precision is the bedrock of our work.
- Accountability and Transparency:** Commit to agreed decisions, and if challenges arise, open dialogue is encouraged.
- Mentorship and Development:** Collaboratively shape your professional journey, helping you achieve your goals while enjoying the ride.
- Extreme Ownership:** You’re responsible not just for your actions but also for seizing opportunities to make a difference.
- Honesty and Integrity:** These are non-negotiable values for us.
- Teamwork:** We believe the best solutions emerge through collective effort.
- Innovation:** While rooted in established practices, we recognize that 30% of our solutions are custom-crafted to meet specific client needs.
- Empathy and Mission-First:** We strive for impact by working with people, and a positive environment makes the journey smoother.
- Fun:** Embrace moments of joy and create opportunities for enjoyment.
- Impact-Oriented:** Focus on what truly matters; the 80/20 principle guides us, and we limit analysis that doesn’t contribute to the outcome.
- Feedback Culture:** Be open to coaching, providing and seeking feedback to foster growth.
- Client Counselor:** Direct clients towards the right path, even when it means addressing opposing views.
- Passion:** We encourage and celebrate your enthusiasm for your work.
- Quality:** Embrace cutting-edge ideas that move the needle, and present them flawlessly.
- Respect and Inclusivity:** We value every opinion and see diversity as a formidable asset, combining all input to achieve even greater outcomes.
which are the main charactericts that u have to have in order to align with eendigo principles?
- curious
- resilient
- humble
- macro-optimistic: eendigos reject cynicism, knowing that all problems can be solved with the right understanding and that progress is only inevitable through focused effort. We are believers in the long term.
- Exothermic: Eendigos generate an energy and warmth that is infectious across teams and throughout the company. We are
genuinely excited about our work and about creating an exceptionally welcoming environment for all
what are the operating principles of eendigo?
- obsess over talent
- elevate ambitions
- set the pace and energy
- make decisions - be accountable
- lead with clarity and context: transalte chaos into a clear, compelling plan. Be deeply informed about what’s happening across Eendigo and create your team’s plans in reference to the broader work.
- solve problems
what are some key rules in building a relation with the client?
- Be open, friendly
- Use humor
- Communicate respect and affection
- Give them time – be patient
- Help them break down barriers
- Motivate and persuade them
- Be responsive to small and large requests
- Convince them you can be trusted and want what’s best for them
- Make them heroes!
what do u have to do once the project is over regarding documents in terms of confidentiality?
- Send to the Partner all the documents
- After the Partner has saved them, destroy all the files with people’s names.
- Delete all project’s files exception made for key presentations (e.g. kick-off, SteerCo, Final
presentations).
how should you behave when client disagree?
start by saying yes. Do never dispute your idea / outcome with a client. Politely acknowledge his point of view but don’t
fight back, even if you know you are 100% right. We will find a way to make your message go though in the right way.
