Table of Contents:
Suggested use: Cultivate strong relationships and gain alignment during individual catch-ups with your direct reports
Analyze Obstacles and Successes
Suggested use: Stay on target for key projects with this meeting template to keep the team in sync
Project Update Roundtable
Suggested use: Keep your team aligned and ready to take on upcoming priorities
Weekly Business Review
Team Morale/Connections Scores
Reach & Relevance
Team Wins (Green)
Possible Problems (Yellow)
Definite Problems (Red)
Suggested Use: Have some fun while getting to know your teammates! These discussion topics work well for building internal culture in a remote environment. Suggested use cases: Coffee chats, icebreakers, team happy hours, general celebrations.
Two Truths One Lie: Each employee shares three statements about themselves – two true, and one false. Then, everyone tries to guess which is the lie by asking questions.
Next big trip: Where would you like to go on your next big trip?
Would You Rather:
Would you rather X or Y: Some examples below
Would you rather go into the past and meet your ancestors or go into the future and meet your great-great grandchildren?
Would you rather have more time or more money?
Would you rather be able to talk with the animals or speak all foreign languages?
Would you rather be without the internet for a week, or without your phone?
Would you rather get up early or stay up late?
Would you rather spend the day inside or outside?
Would you rather be Batman or Spiderman?
Would you rather be stuck on a broken ski lift or in a broken elevator?
Would you rather always say everything on your mind or never speak again?
Would you rather have Rambo or The Terminator on your side?
Each week, select a team member during a meeting or happy hour to talk about something they are passionate about. Passion presentations are a fun way to learn more about coworkers and what they like to do outside of work.
Suggested use: make your new hire feel welcomed and equipped to hit the ground running
Prior to first day
Company general information
Role & Responsibilities
Tools & Resources
Reading & Training Material
Other Discussion Points
Quarterly/Weekly Business Review
Suggested use: Dive into your company’s quarterly/weekly performance against goals with your team
Quarterly Business Review:
Executive Business Review and Purpose
Goals and Recommendations
Summary and Next Steps
Weekly Business Review :
Metrics vs Goal
Suggested Use: Capture learnings from an initiative or campaign to identify what went wrong and what worked well
Areas of Improvement
Suggested Use: Use this framework for a long-form design session where you and your team want to dig in deep on a specific issue
Initial Partnership Meeting
Suggested Use: Get a clear idea of what you want from a potential partner and how you can help them. Come out of the meeting understanding what success would look like and what next steps would be.
Timing + KPIs
Meeting Follow-Up/Next Steps
Suggested Use: Make customer interactions more meaningful by gaining valuable feedback, insights and new ideas. Utilize this feedback to make your customer relationship management more robust, increase retention and drive business success.
General Product Performance
Room for improvement
Suggested Use: Ensure you're capturing the right insights during your user research sessions. Transform qualitative insights into quantifiable trends that ultimately become design, engineering, and product outputs using this template.
Notes/Quotes for Marketing
Suggested Use: Sprints are the backbone of every great agile organization. And the better you prepare for them, the more likely you are to accomplish your objectives. Get your team ready with this template.
Epics to be Delivered
Scope of Work Clarification
Key Risks & Concerns
Notes and Takeaways
Next Steps/Action Items