Meeting Template with result-focused agenda, action items, decisions and meeting overview macro.
The Default Meetical Template starts with the meeting overview macro, containing all essential meeting information like date, time, location and participants.
This meeting template has a result focused agenda and consists of:
Overview - date, time, location, participants, description
Goals
Discussion topics
Action items
Decisions
2. Team Update Meeting Template
A team update meeting to update each other on current work, track action items and record recent highlights.
The Team Update Meeting starts with the meeting overview macro, containing all essential meeting information like date, time, location and participants.
This meeting template is focused on getting everyone up-to-date with the status of projects and actions and contains:
Overview - date, time, location, participants, description
Agenda
Highlights
What's worth announcing and writing down?
What’s worth knowing for people who are absent today?
This section is also intended to keep other stakeholders up-to-date with key information
Can be filled out after the Reports
Reports – The stage is yours!
A 5 Minute Timebox for each team member.
What key challenges did you have, why did you learn until last time? What lies ahead?
Project or Sales Pipeline
A max. 10 Minute mid-term outlook and forecast to new projects and leads
Notes
Action Items
Decisions
3. One-on-one Meeting Template
A feedback meeting template for a 1-on-1 between managers and direct reports. This regular check-in helps to maintain a good relationship, discuss recent performance and evaluate short-term goals.
The One-on-one Meeting Template starts with the meeting overview macro, containing all essential meeting information like date, time, location and participants.
This meeting template is ideal for regular check-ins between employees and superiors and contains:
Overview - date, time, location, participants, description
Kickoff
Some questions for inspiration - The goal of a 1-on-1 → Build a good relationship between a manager/coach with direct reports and provide support to help them perform at their best and have a great work experience.
Kickoff
What is the most important topic to discuss today?
What did you learn since the last time we met?
What were something fun and exciting happening lastly?
What are our current goals / how are we doing with regards to them? (both)
For the coach/manager:
What can I do better or differently as your coach/manager to support you?
What slows us down in our work / what blocks us?
What about your job is most satisfying for you?
What about work is frustrating?
If you could change one thing about your job today, what would you change?
Important Topics
Collect topics here any time also before the meeting
Collect topics here any time also before the meeting, this will help both parts to prepare well.
Topics & Results
Action Items
4. Weekly Tactical Meeting
A tactical meeting for teams and departments starting with a lightning round, a progress review and a collaborative, dynamic agenda.
The Weekly Tactical Meeting starts with the meeting overview macro, containing all essential meeting information like date, time, location and participants.
This meeting template is ideal for big meetings between teams and department and contains:
Overview - date, time, location, participants, description
Set the stage
Lightning round instructions
A quick, around-the-table reporting session without questions in which everyone indicates their top priorities for the week. – 1 minute for each team member.
Highlights
Progress Review
Progress Review Instructions
Review the most important key metrics in just 5 minutes. Ideally filled before the meeting or in real-time. Avoid lengthy discussions here, and move on to the Agenda quickly.
Agenda
Create and complete the agenda
Based on the fresh information and data, create or complete the agenda.
Allow both new items on the fly and use this page to propose topics ahead of time.
Allow 5 minutes of silence during the meeting, where everyone writes her/his most important topics down (max 1-3, depending on the size of the group).
Dot-vote the items to define the order in which to discuss topics.
Questions & Results
Strategic topics parking lot
Move strategic topics into dedicated sessions
Move strategic topics to a planned strategy meeting or a parking lot to create a separate session for it. This will ensure people can prepare for it and get into the right mindset.
Put strategic topics here, plan a dedicated session or move into an existing future meeting
Action Items
Feedback on meeting effectiveness
5. Strategy Meeting Template
Strategy meetings help reinforce bigger goals for the organization. Help departments feel accountable for progress. Engage and align everybody on your team and make informed decisions.
The Strategy Meeting Template starts with the meeting overview macro, containing all essential meeting information like date, time, location and participants.
This meeting template is focused on the bigger goals of an organisation and contains:
Overview - date, time, location, participants, description
Executive Summary
Goal
Engage in an open, respectful, and productive debate to surface and address important strategic topics.
Preparation
Key aspects of strategic meetings
A strategic meeting success is determined from these key aspects:
Define the topics and questions as clearly as possible beforehand.
Make sure participants have enough time to prepare.
Don't wait for the meeting to start thinking, but if you did... Request or schedule a 10 Minute silence session where participants gather data and read supporting material.
Supporting Material and data
Where we play – Topics, summary and key questions based on priority
How we win
Vision
Strategies
Differentiation
How we execute
Execution plan – Key Metrics and Objectives based on priority
What we’re not doing
Risks and mitigations – based on impact
Open questions and next steps
Further action items
6. Executive Meeting Template
A meeting template for executive teams and those who want to track projects and initiatives.
The Executive Meeting Template starts with the meeting overview macro, containing all essential meeting information like date, time, location and participants.
This meeting template is ideal for executive teams tracking projects and initiatives and contains:
Overview - date, time, location, participants, description
Highlights
Meeting Macros (such as Meetical Macros or Jira Reports)
Department Notes including Project, Status, Updates
