Project template for managers
Monthly team meeting template with every task back on the list when it's due
The agenda and the prep for a unit's monthly meeting: numbers, recognition, one training, the month ahead.
- 3 sections
- 12 tasks
- Opens as a list
- Repeats on its own
Monthly team meeting
Prep (the week before)
- Pull last month's numbers per advisorEvery 25th of the month
- Pick who to recognise and for whatEvery 26th of the month
- Confirm who runs the training slot and the topicEvery 26th of the month
- Send the agendaEvery 28th of the month
Meeting
- Monthly team meetingEvery 1st of the monthHigh
- Numbers: the team, then each advisor, in five minutes
- Recognition: three people, specific reasons
- Training: twenty minutes, one skill
- The month ahead: campaigns, events, targets
- Actions and owners
After
- Send the notes and the actionsEvery 2nd of the month
- Assign each action as a taskEvery 2nd of the month
About this template
A team meeting that is only numbers empties the room. This one has four parts: last month's numbers, recognition, one twenty-minute training, and the plan for the month ahead. The prep tasks fall the week before, every month.
Tips from the template
- Every task repeats monthly; move the meeting to your date.
- Rotate who runs the training slot.
- Actions from the meeting become tasks assigned to their owners.
How to use it in ActivityTracker
- 1Open Tasks and choose Templates.
- 2Find Monthly team meeting and open it. You see every section and task before anything is added.
- 3Check the name the new project gets, and change it if you like.
- 4Press Use template. Rename the project, then work down the list.
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Questions
Run it with the dates filled in.
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