Review Results and Decide on Changes

Use this retrospective-inspired template to discuss your results, capture notes, and add action items documenting the changes your team will make to improve your meeting performance.
What?
Start by discussing your team’s observations. What stood out to you?
High-level report on people’s meeting time

What people noticed about their meetings
Search
1
EK
Elise Keith
Need to rename my internal meetings. Also, I should bail on the dev call more often, as I’m neither adding nor receiving value there.
2
MJ
Mary Jones
Not enough flow time.
3
JB
James Booth
A lot of my meetings are simple catchups with no clear purpose or owner
4
AC
Al Chen
Most of my meetings happen in the morning
5
LT
Lola Tseudonym
Ad-hoc meeting time is taking up a lot of my week.
6
JD
Joel Davis
Not enough time to work on projects.
There are no rows in this table


Notes: What else did you notice in the reports?
Add your notes here during the discussion
So What?
Now that you have a shared view of what’s really going on in your meetings, what conclusions are you drawing? Possible discussion questions:
Is there a problem here that we need to fix?
Is there something we really love that we should make sure we keep doing?
Which meetings are we running out of habit? Are those habits still serving us?
Where do we need more information?
What surprised us?
What seems most important?
What works well in meetings
Search
1
EK
Elise Keith
Write here.
2
MJ
Mary Jones
Collaboration
3
JB
James Booth
What works well in the meeting inventory is when people speak up who normally don’t speak. Makes decision-making more democratic.
4
AC
Al Chen
What works well in the meeting inventory is when people speak up who normally don’t speak. Makes decision-making more democratic.
5
LT
Lola Tseudonym
What works well in the meeting inventory is when people speak up who normally don’t speak. Makes decision-making more democratic.
6
JD
Joel Davis
What works well in the meeting inventory is when people speak up who normally don’t speak. Makes decision-making more democratic.
There are no rows in this table

What could be improved
Search
1
EK
Elise Keith
Write here.
2
MJ
Mary Jones
Having clear agendas
3
JB
James Booth
The time to prepare for the meeting happens at the beginning of the meeting. I think more pre-work needs to be done to make these meetings more effective.
4
AC
Al Chen
The time to prepare for the meeting happens at the beginning of the meeting. I think more pre-work needs to be done to make these meetings more effective.
5
LT
Lola Tseudonym
The time to prepare for the meeting happens at the beginning of the meeting. I think more pre-work needs to be done to make these meetings more effective.
6
JD
Joel Davis
The time to prepare for the meeting happens at the beginning of the meeting. I think more pre-work needs to be done to make these meetings more effective.
There are no rows in this table

Notes: What do we feel matters?
Add your notes here during the discussion
Now What?
Given your team’s insights, what changes should you make? Possible discussion questions:
What’s one easy change that could make a big difference (i.e., 80/20 rule)?
What needs to change, but feels out of our control?
Identify two or three action items your team can complete as you work to improve your meetings.
Add action item
Clear action items
Search
Done
Action Items
Owner
Due date
1
Get Sam to fork over the event attendee list.
PR
Polly Rose
7/30/2021
2
Schedule brainstorm for thumb wrestling swag
JD
Joel Davis
8/3/2021
3
Decide which magic tricks translate best over Zoom.
JB
James Booth
8/11/2021
There are no rows in this table

Looking for additional resources or help with your meetings? Check out:
on Coda
Lucid Meetings’ or

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