Sprint Planning
An effective sprint planning snippet that'll get your team on the same page when it comes to the purpose of a sprint. It should also help you raise those actionable takeaways from every meeting, and keep everyone on task while maximizing their time.
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How to use this template for your next
Sprint Planning
Marketing Meeting
🆕 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?
Meeting Minutes
Marketing Meeting
Template By
HC
Keep tabs on your brand buzz & leads!
Sales Meeting Agenda
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?
Meeting Minutes
Sales Meeting Agenda
Template By
HC
Keep tabs on your leads & conversions rates!
1-1 Meeting
⭐ 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...
Meeting Minutes
1-1 Meeting
Template By
HC
1-1s are crucial for maintaining relationships and keeping alignment with team members.
Daily Standup
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?
Meeting Minutes
Daily Standup
Template By
HC
Groom your Backlog. Plan your Sprint. Run your Agile process with a quick daily Stand-up.
Project Kick-off meeting
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
Meeting Minutes
Project Kick-off meeting
Template By
HC
Infuse new projects and initiatives with momentum using this meeting agenda template.