Unacast's Management Team Meeting Template

Unacast's management team uses this template to review agenda topics and actions items during their management meetings. See agenda topics, action items, and owners of each topic and action item in one place.

Linn Nygaard

Management meetings at Unacast

Management meetings involve multiple stakeholders and decisions made during these meetings trickle down to the rest of the organization. At Unacast, management meetings have a long-term focus but the action items resulting from the meetings require members of the management team to follow up with their respective teams.

With this template, Unacast has one page where all agenda topics are added and discussed during the management meeting. Sometimes the team wants to view which agenda topics are old or when agenda topics have late actions items associated with them. Using some basic checkboxes and filters, they are able to see which agenda topics fit this description. This allows the team to focus on the topics that matter most to all the management meeting attendees.

Action items

Beyond just reviewing agenda topics, Unacast's management team adds action items to specific topics as they are being discussed during the meeting. Action items are followed up on by the lead of the action item. Too often, topics discussed during a management meeting do not "cascade" down to the rest of the organization since a Google Doc to keep track of meeting notes is not the best platform for tracking action items as well.

Unacast has both meeting notes, agenda topics, and actions in one place so that management team members can make updates to action items in the short-term as they are being completed before or after the weekly meeting. Since action items are related to each agenda topic via a

lookup column⁠

, it's easy to see how many in progress and done action items are associated with an agenda topic.

Integration with Slack with Packs

Communicating status updates can be handled over e-mail, Slack, or other channels. At Unacast, when the management team completes an action item (changes the status do "Done"), a message automatically gets sent to an internal Slack channel showing details about the action item that was completed. Unacast customized the

Slack Pack⁠

so that status changes get sent to Slack using an

Automation⁠

This simple automation keeps the entire management team updated on specific action items and lets everyone know that decisions made during management meetings are moving forward.

About Unacast

Unacast is the leading transparent, contextualized location data platform. They aim to empower companies and individuals by providing the most accurate understanding of human activity in the real world. Unacast empowers the next generation of data-driven industries with unique and highly accurate data sets and insights from our proprietary Real World Graph® - available both as a Data as a Service and as a Platform as a Service.

Main features in this template

Add agenda topics with a click of a button in

Agenda⁠

⁠

Quickly filter Agenda topics that are new (added in the last 30 days) or have late actions items associated with them

Add actions items to an agenda topics during the meeting and view the status of all action items in

All Actions⁠

⁠

A Slack message automatically gets sent to #team-management (you can edit this in

All Actions⁠

) when an action item's state is marked as "Done"

Each management team can view only the actions they are leads on or contributing to in

Your actions⁠

⁠

Quickstart

1️⃣ Share this doc with your management team by clicking the "Share" button in the top right

2️⃣ Ask your management team to add agenda topics by clicking the "Add Agenda Topic" button in

Agenda⁠

⁠

3️⃣ As your team reviews agenda topics and action items come up as a result of the topic, click the blue "Add Action" in the agenda topic

4️⃣ Review all action items in

All Actions⁠

or just the ones you are responsible for in

Your actions⁠

⁠

5️⃣ In

All Actions⁠

, edit the Slack channel your management team chats in (current default is #

team-management

⁠

)

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.