🆕 Updates
Share any relevant updates or wins from the week to quick off the meeting.

🎯 Goals and metrics
What are our current goals? How are we progressing towards them?

🚧 Blockers
What roadblocks are you facing? What do you need help with?

💡 Learnings
What did we test this week and what did we learn?

🔬 Strategy
What is or is not working? What should we tweak?

✅ Action items
What came out of this meeting? What are the next steps?

Metrics review
Quick overview of our core weekly metrics.

Pipeline updates
Discuss new and high-priority opportunities.

Wins
Share recent triumphs, deals, and positive news.

Roadblocks
What’s currently preventing your deals from moving towards the close?

Action Items
What came out of this meeting? What are your next steps?

Notepad
Anything else to write down?

⭐ Checking in
What's new in your world?

🎉 Recent Wins
I'm feeling good about...

🚧 Current Obstacles
I'm stuck on...

📍 Other Topics
Include any additional discussion items

🗓️ Next 2 Weeks
I'm committing to...

Sprint Goal
What is the main purpose of this sprint? Define key objectives below.‍

Sprint Backlog
What user stories match the sprint goal? Make sure each task has as much information as possible. Include important metrics.

‍

Epics to be Delivered
List out the epics that we're planning to start or deliver during this sprint.‍

Scope of Work Clarification
(Revisit your definition of "done." Decide on the acceptance criteria that will be used to determine when each individual task is complete.)

Key Risks & Concerns
(What potential issues could come up? How can we solve them? Does the scope of work allot enough time for unexpected issues.)

‍Notes and Takeaways
(What were the main insights and discussion points from this sprint planning session?‍)

Take Action
(Get verbal confirmation from your team about the next steps to be taken. Clarify who's completing them and when they should be done by. Note this information here to share and assign.‍)

Follow-Up
(How will we keep in touch and stay up-to-date about progress? Should we schedule a follow-up meeting?)



Name

• What did you do yesterday?

• What will you do today?

• Where are you blocked?

• Comfort Level — How close are we to hitting our sprint goals?

Project Name:
Timeline:
Helpful Links:

What are the goals of this project?
Review or decide on project goals. 
Goals should be SMART (Specific, Measurable, Achievable, Realistic, Timely)

Audience & Value Proposition
Quick reminder of who the target audience is for the project and
what the core value proposition is.

‍Major tasks and timeline
‍Make sure every part of the project has an owner and timeline

Decisions that need to be made
What decisions need to be made? (Name)
List topics for discussion/decision here, specifically noting what needs to be decided

Next Steps
@name Task by DUE-DATE