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Cadence

If you’re running a team, it might be useful to have a weekly meeting set up. This requires a bit more work, as you’ll have to add the individuals to the doc, but here’s how I set it up for myself. You can then duplicate this for each team member.
Agenda:
Announcements
Discussion Topics
Individual Updates
Demo
Add topics below, and choose a date to discuss. After items are discussed, check the box to filter them out of view. Check "show completed topics" to see already-discussed topics.
Add a topic
Show completed topics
Meeting topics
0
Search
Topic
Date Added
Added by
Discussed?
Vote
Take Notes
1
Launching our SDK
9/30/2022
NV
Nick Valluri
facebook-like reaction, you have not reacted
Take Notes
No results from filter
@Nick Valluri

Each team member shares a high, a low, something they need help on, and a learning from the previous week:
High:
Low:
Help:
Learning:
This is a view of all opportunities, filtered for the partner manager. Partner managers can update the “Latest Update” column with a traffic light status and talk through any that need support.
Opportunity Review:
Search
Stage
Opportunity Name
Partner(s)
Partner Manager(s)
Opportunity Brief
Status
Target Launch Date
Update
Last Week's Update
1 - Idea
2
Coda Pack
Coda
NV
Nick Valluri
🟡
7/15/2021
fgtrere
Coda SDK Launch
Coda
NV
Nick Valluri
3/9/2022
3 - Developing
1
Referral Program
Coda
Acme
Beta
Delta
NV
Nick Valluri
BD
Buck Dubois
FM
Felix Marlin
JB
James Booth
🔴

This pulls in all meetings the partner manager had from the last week.
Meetings (Last 7 days):
Search
Meeting Topic
Date
Partner
Attendees
Take/View Notes
Partner Manager
No results from filter

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) instead.