Lunch & Learn: Owner/CEO | Auditing your workload meeting
November 6th, 2026
Description
Do you suffer from any of these problems?
Your workload meeting feels like the same conversation every week, and dates keep slipping anyway. The meeting isn’t productive, but you can’t put your finger on why. Nobody knows your workflow cycle times, so every promise to a customer is a guess, and too many get missed. The schedule says you’re over capacity, but you can’t tell whether that’s real or just bad dates. Expectations aren’t clear, nobody owns the follow-up, and people walk in unprepared.
The fix isn’t one thing. It’s how the meeting is run, the data behind it, and the prep that has to happen before anyone sits down, including an audit most owners have never been shown how to do.
In this 30-minute L&L, we’ll go into INNERGY and run a workload audit together, working mostly from the Bottlenecks dashboard. You’ll see what a good audit looks like, which questions to ask, where to focus, and what has to be in place before an audit can be trusted.
You’ll leave with a workload meeting that ends in decisions, owners and dates you can stand behind.
When: Friday, November 6th @ 5:00 PM UTM
Where: Online
