Check-In Meeting Template
Uses of Check-In Meeting Templates
Get a quick status update from your team with this check-in meeting template that covers all the bases: wins, roadblocks, progress, questions, and action items. Use this template for recurring meetings or to share updates with stakeholders.
How to create your Check-In Meeting Template
Open the check-in meeting template in Cacoo.
Go through the first four sections, giving everyone enough time to add their notes and for group discussion.
Go through the last two sections, overview and action items, at the end. The project manager, or whoever’s running the meeting, can add notes here with the group’s input.
If this is a recurring meeting, use the date as the sheet name so you can easily find and review past meetings.
Make sure everyone working on the project has access to the diagram so they can see the current status and any relevant action items.