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Meeting Tracker Template For Efficient Standups

A doc to optimize and automate that regular meeting you have
JD
Joe DiMento

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This doc started with an observation - in so many recurring meetings (standups, executive staff meetings, working team standing meetings), there's too much talking, too little actual deliberation and action.

Worse, some of the great ideas, and important next steps, are lost in a sea of meeting notes with no structure, or worse, are never captured at all.

This meeting tracker doc solves for that. To make this template your own, click the buttons in the data sections to delete the existing data in the doc, and customize.

How to Use the Meeting Tracker

1️⃣ What's the point of a standing meeting anyway?

2️⃣ Pre-work matters

3️⃣ The group - not the loudest person in it - decides the discussion

4️⃣ Action Items only matter if they're "Actioned"

Standing Meeting FAQ

How do you run a standing meeting?

To run a productive standing meeting you should mutually agree on a meeting cadence with your team members, set a recurring time slot for the meeting, ensure that everyone does their meeting pre-work, offer a clear agenda for the session, and keep the conversation to the and organized. Clear goals and expectations are key to having productive standing meetings.

How do you track action items in meetings?

You can add Action Items in your coda doc during your stand up meetings to keep track of new action steps, review backlogged actions, and ensure that workflows are moving forward smoothly. With a consistent process for your stand up meetings, action items become easy and transparent to track.

What are good tools to track meetings?

Coda docs are an intuitive way to foster collaboration and transparency when tracking standup meetings. Go ahead and use this meeting tracker template and customize it to suit your specific use case and needs!


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