Team meetings

Project check-in meeting template

A concise round-the-table project check-in for productive teams.

About this template

Curious about how your team is doing on the project, but don’t want to interrupt their work? This project team check-in meeting agenda allows your team to sync up in an efficient and timely way.

For example, by jotting down the date, attendees, and purpose, this template records your team check-in meetings for an easy review of progress in the future. Then, Indeed calls for a round-the-table update from each person. The template focuses on making this team check-in short, precise, and organized so that you and your team can return to developing the next big thing.

Project Check-In Meeting Agenda

[Project Meeting Name]

Date & Time: 

Location:

Attendees:

A full list of people attending the meeting

  • Person 1

  • Person 2

  • Person 3

Purpose:

A concise and straightforward statement that describes the overall goals of this meeting. This includes mentioning the meeting’s topic, the decisions that are likely to be made and how would the outcome of the meeting impact the rest of the project. 

Agenda:

  • [Time interval 1]: [Covered topic 1], [Person responsible, where applicable]

  • [Time interval 2]: [Covered topic 2], [Person responsible, where applicable]

  • [Time interval 3]: [Covered topic 3], [Person responsible, where applicable]

  • [Time interval 4]: [Covered topic 4], [Person responsible, where applicable]

Additional notes:

Any other additional information that attendees need to know

Attachments:

Any documents that are needed during the meeting

When to use this template

This template is great for prioritizing team efficiency! Team members have the opportunity to share their progress, problems, and insights in a concise manner with the team. After a quick update on statuses, individuals can return to their work– eliminating the extra time in group meetings!

While this template is mainly for teams, this template also applies to one-on-ones or to manager-employee check-in as well.

Run better meetings with Vowel

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Prepare

Create an agenda (or use a template!) so everyone is on the same page before the meeting.

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Meet

Vowel has one-click recording and transcription, so you can stay focused on the discussion.

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Act

End every meeting with shared notes, links, and action items — all in a post-meeting recap.


Related agendas

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Sales Team Meeting Agenda

1. Brief the team (5 minutes)

  • Company updates that affect sales

  • Follow up on the questions from previous meetings

2. Team discusses their updates and obstacles (10 minutes)

  • Discuss major leads

  • Break down current metrics

  • Status report

  • Listen for potential hurdles

3. Amplify key wins (5 minutes)

  • Praise salespeople who appreciate public recognition for specific events

  • Allow others to share appreciation

4. Invite ideas, questions and collaboration (5 minutes)

  • Exchange thoughts and ideas

  • Motivate and encourage your team

5. Decide on next steps (5 minutes)

  • Appoint individuals to follow up on important items from meeting

  • Set expectations for the next meeting

6. Close the meeting

  • Summarize the meeting & thank everyone for their time

Source: Salesforce

Team meetings

Sales team meeting template

A 6-step agenda to help you run more productive and motivating sales team meetings.

Customer Support Team Meeting Agenda 

1. Updates or “Quick Fire Topics” - Leader and Relevant Stakeholders (10-15 minutes) If an update does not affect the majority of the team, it probably does not need to be delivered through this channel.

2. [New Project Intro] - Project Leaders (10-20 minutes) This could be a kickoff or update to a project that affects the whole team: implementing a new phone system, overhauling the Help Center content, introducing a new way to triage tickets, etc.

3. Questions and Action Item Assignment - Everyone (10 minutes)

Source: Craig Stoss

Team meetings

Customer support team meeting template

A simple 3-part agenda to run better customer support team meetings.