The cash meeting puts the leadership team's attention on the single resource a growing company runs out of first: cash. Using the Power of One model, the team tests how small changes to seven levers move cash, then attacks the biggest bottleneck. This cash and Power of One meeting template is based on the Scaling Up (Rockefeller Habits) model by Verne Harnish.
Run it monthly, or more often when cash is tight or growth is fast. Growth consumes cash, so the faster you scale the more this meeting matters. Use it to understand your Cash Conversion Cycle, find where cash gets stuck, and decide which lever to pull this quarter.
The finance lead plus a small slice of the leadership team, usually three to eight people. Keep it tight and include the people who can actually move price, costs, receivables, or inventory.
Begin with the current cash position and trend. Walk the Cash Conversion Cycle to see how long a dollar takes to return as collected cash. Then run the Power of One: change each of the seven levers by a single percentage point or one day and watch the cash effect. From there, name the biggest bottleneck and the lever with the most upside, and commit to specific actions with owners and dates. The meeting flows from understanding the cycle to choosing where to act.
Ready to stop guessing about cash and start pulling the right levers? Run it in OrgTP and keep cash in the team's line of sight.
90 minutes total · 5 sections
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