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📌 Meeting Notes
Ensure your meetings are productive.
🆕 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 itemsWhat came out of this meeting? What are the next steps?
Keep tabs on your brand buzz & leads!
Metrics reviewQuick overview of our core weekly metrics.
Pipeline updatesDiscuss new and high-priority opportunities.
WinsShare recent triumphs, deals, and positive news.
RoadblocksWhat’s currently preventing your deals from moving towards the close?
Action ItemsWhat came out of this meeting? What are your next steps?
NotepadAnything else to write down?
Keep tabs on your leads & conversions rates!
⭐ Checking inWhat's new in your world?
🎉 Recent WinsI'm feeling good about...
🚧 Current ObstaclesI'm stuck on...
📍 Other TopicsInclude any additional discussion items
🗓️ Next 2 WeeksI'm committing to...
1-1s are crucial for maintaining relationships and keeping alignment with team members.
Sprint GoalWhat is the main purpose of this sprint? Define key objectives below.
Sprint BacklogWhat user stories match the sprint goal? Make sure each task has as much information as possible. Include important metrics.
Epics to be DeliveredList 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?)
Nothing drives progress more than sprint planning, for product-led organisations.
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?
Groom your Backlog. Plan your Sprint. Run your Agile process with a quick daily Stand-up.
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 PropositionQuick reminder of who the target audience is for the project and what the core value proposition is.
Major tasks and timelineMake sure every part of the project has an owner and timeline
Decisions that need to be madeWhat 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
Infuse new projects and initiatives with momentum using this meeting agenda template.
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