Table of Contents:

One-on-One

Project Check-In

Team Meeting

Team Fun

Employee Onboarding

Quarterly/Weekly Business Review

Postmortem

Design Workshop/Brainstorming

Initial Partnership Meeting

Customer Feedback

User Research

Sprint Planning

One-on-One

Suggested use: Cultivate strong relationships and gain alignment during individual catch-ups with your direct reports

General:

  • Upcoming week
  • Priorities
  • Status update
  • Blockers/Obstacles
  • Feedback (Two-Way)
  • Open Discussion
  • Follow-ups
  • Action Items

Campaign Management:

  • Accounts/Projects Status
  • Metrics
  • Bandwidth
  • Blockers
  • Goals
  • Other

Sales:

  • Business Update
  • Analyze Obstacles and Successes
  • New Opportunities
  • Upcoming Initiatives
  • Open Floor
  • Follow-up

Project Check-In

Suggested use: Stay on target for key projects with this meeting template to keep the team in sync

  • Objective
  • Deadlines/Milestones
  • Project Update Roundtable
  • Roadblocks/Risks
  • Next Steps

Team Meeting

Suggested use: Keep your team aligned and ready to take on upcoming priorities

General 1:

  • Announcements
  • Weekly Business Review
  • Team Metrics
  • Team Morale/Connections Scores
  • Project Updates
  • Blockers/Questions

General 2:

  • Planning:
  • Client
  • Product
  • Platform
  • Operations
  • Reach & Relevance
  • People
  • Announcements:
  • Team Wins (Green)
  • Possible Problems (Yellow)
  • Definite Problems (Red)

Team Fun

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.
  • First Trip in 2021: Where would you like to go on your first trip in 2021
  • 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?
  • Passion Presentations:
  • 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.

Employee Onboarding

Suggested use: make your new hire feel welcomed and equipped to hit the ground running

  • Prior to first day
  • Company general information
  • Company life
  • Office information
  • Role & Responsibilities
  • Paperwork
  • Team Introduction
  • Tools & Resources
  • Reading & Training Material
  • Other Discussion Points
  • Main Takeaways
  • Next Steps
  • Follow-Up
  • Feedback/Questions

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
  • Last Quarter:
  • Objectives
  • Hits
  • Misses
  • Goals and Recommendations
  • Summary and Next Steps

Weekly Business Review :

  • Week-Over-Week Results
  • Metrics vs Goal
  • Channels:
  • Ads
  • Organic
  • Email
  • Promos
  • Affiliates
  • Upcoming Campaigns

Postmortem

Suggested Use: Capture learnings from an initiative or campaign to identify what went wrong and what worked well

  • Situation:
  • Who
  • What
  • Where
  • When
  • Why
  • Goals
  • Results:
  • Metrics
  • Customer Feedback
  • Successes
  • Areas of Improvement
  • Action Items/Follow-ups

Design Workshop/Brainstorming

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

  • Problems:
  • Brainstorming:
  • Solution:
  • Impact:
  • Effort:
  • Needs
  • Next Steps
  • Parking lot

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.

  • Introductions
  • Team Structure
  • Company Focus
  • Partnership:
  • Vision
  • Benefits
  • Timing + KPIs
  • Meeting Follow-Up/Next Steps

Customer Feedback

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.

  • Quick Review
  • Session Objective
  • General Product Performance
  • Favorite Features
  • Room for improvement
  • Feature Requests
  • Bugs
  • Questions
  • Key Takeaways

User Research

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.

  • Purpose
  • User Background
  • Questions/Responses
  • Positive highlights
  • Negative Feedback/Concerns
  • Other Feedback
  • Key Insights
  • Notes/Quotes for Marketing

Sprint Planning

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.

  • Sprint Goal
  • Sprint Backlog
  • Epics to be Delivered
  • Scope of Work Clarification
  • Key Risks & Concerns
  • Notes and Takeaways
  • Next Steps/Action Items
  • Follow-Ups

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