Team meetings

Weekly team meeting template

A weekly team meeting template that focuses on feedback and priorities.

Template author

Herne Varnish [Source]

About this template

Staying on top of long-term priorities can be hard, especially when you’re always working on the latest to-do list. Fortunately, Verne Harnish, author of Rockefeller Habits, offers a weekly meeting template that realigns your focus to address key issues and make solid steps towards your #1 priority.

In his template, Harnish begins with a 25-minute warm-up for identifying any trends and patterns in the company’s performance. Teams then use the next 30-60 minutes for discussion, ending with a summary of the meeting and a check-in question.

Weekly Team Meeting Agenda 

5 minutes: Share good news

10 minutes: The priorities Review the status of pre-set priorities and discuss any gaps in progress. Review any metrics that were not reported in the daily huddles.

10 minutes: Customer and employee feedback Time to review specific feedback from customers and employees. 

  • What issues are cropping up day after day? 

  • What are people hearing?

30 to 60 minutes: One or two topics Focus on only one or two key topics. Pick your topic based on patterns and trends from the daily huddles, progress on your priorities/theme, feedback from employees and customers, and/or the opportunities and challenges that have surfaced. 

  • Topic 1 

  • Topic 2

Recap: Who, What, When (WWW) Just before the meeting ends, take a few minutes to summarize, “Who said they are going to do what and when?” and email the notes to everyone. 

  • Action Item 1

  • Action Item 2 

One-phrase close Close your meeting by asking each person for one word or phrase of reaction that sums up the meeting for them.

When to use this template

This weekly meeting template is great for leaders who aim to foster collaboration in their teams while pushing them toward big long-term goals. The close attention on priorities and feedback allows teams (particularly product teams!) to understand what worked in the last quarter/month and what didn’t, allowing them to realign their next steps accordingly.

By setting suggested agenda timing and actionable meeting topics, team members who use this template are set up to resolve issues quickly and efficiently.

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

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