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Kick off the meeting with icebreaker questions or simple activities.
How do you spend your weekends?
The managers share company announcements or changes that should be known to all.
Members update on their work and statistics.
Check-in on the overall performance, wins, and lessons learned from the last quarter.
Successes and wins
Outline the main company objectives and determine the end goals of this quarter.
Updating your team on the project situation, industry news, or anything else they should know.
Team members give presentations on products or features that are currently in progress.
Share company updates and news that affect the sales team.
Get a quick status check from each team member and figure out the bottlenecks that hold your team up from making progress.
New qualified leads
Deals in progress
Review the key metrics and track progress against the set goals.
What’s the revenue increase?
Leaders from different departments share major updates to keep everyone informed.
Review the monthly marketing team goals and track what progress we have made.
Each team member briefly recaps his/her work. Focus on major statistics.
Review the company vision and goals to make sure your team OKR is in line with the bigger picture.
Brainstorm with your team what areas you should focus on for the next period.
Come up with objectives and actionable points to achieve them.
Keep everyone informed of the objectives of this brainstorming session.
Set up the ground rules during the discussion.
No interruptions when others are talking.
All ideas are welcome.
Some icebreakers to help people loosen up.
Reiterate the company vision and retro on goals to keep everyone aligned.
Bring in high-level metrics like revenue increase to let all employees know where we are going. Celebrate wins with all hands.
Ask questions or share stories to get familiar with each other.
A little bit about my professional experience, values, and hobbies.
Share what I expect from the team in terms of communication, getting feedback, and work ethics.
Go through the complete list of OKRs and see if the goals are on track or off track.
Key result 1- status
Summarize the lessons we have learned from the current achievements.
Some icebreakers and sharing the meeting objectives and time frame.
Talk about the current situation of the company to get a clear common understanding.
Where are we right now as an organization?
What did we do well in the past, and what can we improve?
Analyze the goals we set for the last quarter and get some insights.
How did we perform against the last quarter of goals?
Where did we succeed? Where did we fall short?
What could we learn?
Brainstorm measurable and aspirational goals in the next quarter.
Share how the company determines total compensation, including a conversation about leveling, tiers, or approaches.
Show appreciation for the employee’s work
Share an update on adjusting the compensation or title for the employee
A review of the details of the compensation data so there is no misunderstanding
Start with open-ended questions.
How was your weekend?
What has been the highlight and lowlight of your last week?
Follow up on the working progress since the previous week’s 1:1. Dive a bit deeper into a work-related discussion.
Show your welcome to the new employee and break down the barriers a little.
Tell me more about yourself
What do you like to do outside of work?
Briefly introduce the main job duties, and learn the employee’s expectations.
Share information that involves both teams to keep everyone on the same page.
What are your team’s upcoming plans/projects I should know about?
Any changes in your team members and their responsibilities?
Understand the difficulties teams face and see how we can help each other.
How did you feel about the month?
What were your work and non-work highlights of the past month?
Review the goals and what progress we have made for the last month. Highlight short-term wins.
How do you feel about the progress/statistics?
What could we learn from the current achievements?
Discuss how the employee thinks about the job and working environment
Some check-in questions about how you’re doing.
What are you most looking forward to this holiday season?
Discuss what has been accomplished this year and reflect on areas of improvement.
When you consider this past year, how do you feel about the progress you have made?
What do you think is the most significant achievement for you?
Start the meeting with some open-ended questions to build a connection.
What’s the best thing that happened in the last two weeks?
How are you progressing toward your goals?
What have we accomplished since the last meeting?
Date of review:
Start with light, open-ended questions.
What’s been keeping you busy lately?
How do you feel about working remotely?
Note progresses in important projects and make a summary.
Casual talk to know how the employees are doing recently in work and life.
What are you enjoying most about your current role?
What do you often do outside of work?
What are the goals you set for yourself at the start?
A quick check-in with the employee to break the ice.
How are you feeling in your current role?
Discuss the company's growth, future development, and potential challenges.
Where do you see the company headed in the next few years?
What’s the biggest challenge facing the organization?
Review and analyze important sales data with the sales rep.
Go through the sales progress since the previous week to identify risks, opportunities, and action items.
Review the key metrics like customer acquisition and revenue. Celebrate wins.
Give an overview of the running/finished growth experiment performance. Conclude what we have learned.
Talking point 1
What goals do we want to reach with the marketing strategy?
What kind of strategy do our competitors adopt?
Competitor strategy 1
Competitor strategy 2
Explain what you need to explore. What has been done previously? And What is the purpose of this research?
What to explore or validate
What has been done?
Determine the objectives your team needs to accomplish. What decision needs to be after this research?
Give each team member time to answer the below questions:
What did I accomplish yesterday?
What will I do today?
What is blocking my progress?
Assign action items to the specific member with an estimated completion date.
@name Task by DUE-DATE
What did we learn from the last sprint?
Which backlog items were incomplete?
Some casual talking or new hire presentation.
Share updates and metrics on important projects in the past week.
What progress have we made toward the OKR? Celebrate wins.
What have we learned from the success?
Review the initial plan, including scope, time and assignees, etc.
Individual action items (any changes?)
Project schedule (can we finish the project on time?)
Budget (are we over the planned budget?)
Quality check (are we remaining the desired level of quality?)
Risks (how do we solve existing and potential risks?)
Review the overall performance of the process while communicating with our customers.
Net Promoter Score (NPS):
Celebrate the victories of the team in the current phase.
Share some exciting news!
What were the objectives for last week? (e.g., KPIs)
What were the actual results?
Are your major goals still on track?
What department-wide updates can you share?
Government Relations Updates
Finance Department Updates
HR Department Updates
Legal Department Updates
Research and Development Department Updates
Product Department Updates
Design Department Updates
What are the current priorities of the association?
[ ] Talking point 1
[ ] Talking point 1
[ ] ...
Start time: 28th, Jan. 10:30 am
The sales and marketing teams share major updates and data to drive alignment.
Measure your SLA performance and see how the teams are performing against expectations.
The background of this project
[ ] Background 1
[ ] Background 2
[ ] ...
Outline the goals of this project
[ ] Goal 1
[ ] Goal 2
[ ] ...
Let's set a positive tone for the discussion.
Did we experiment with something new this time?
Did our routine/process turn out to be ineffective?
What are the things or processes we can improve in the next sprint?