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Weekly meeting planner
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See this page for an explanation of this template.
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The other worksheet contains a blank template for you to use. This one contains example text.
Complete the cells in your column before the meeting starts. Then during the call, go through the cells one row at a time, from left to right.
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Date of callStageMeeting pointName of Attendee 1Name of Attendee 2Name of Attendee 3Name of Attendee 4
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This section includes notes (in gray) and examples of what the cells might look like.
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2020-10-23IntroOne-phrase “How are you feeling?” (Useful to know)OptimisticExcitedExhaustedDetermined
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Work good news (A reminder of what’s going well. This section ensures every meeting gets off to a positive start.)—We got a nice mention on SparkToro’s blog.
—James’s first Mastermind call went well.

You can add line breaks in a cell using Alt/Option-Enter.
—Three new testimonials in progress.—I loved the wins announced in Basecamp.
—Looking forward to working with Laura again.
—Nearly ready to sign up for HubSpot
—[ClientName] is ready to start.
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Personal good news (We enjoy hearing and sharing these)—Met up with my old school friends.
—Enjoying Abstract on Netflix.
—Camping in the garden tonight.—Bought a Roland FP30 digital piano.—Got a Rankins Dragon.
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Current performance against KPIs (How each person is working relative to their targets. In some of the columns, we link to reports and dashboards. This focuses the meeting on what we are trying to achieve.)Up to five minutes discussing the Growth Plan (URL removed)Clients starting: [ClientName], [ClientName]. Clients stopping: [ClientName]

This cell is populated from a formula.
Up to five minutes discussing the Management Report (URL removed)Published: /welcome/
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Activities we are gamifying, to turn them into habits:How many people have you asked "Who are the best people you know whom we should be hiring?0120
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How many things have you shipped this week that will help you hit your goals? (A reminder that nothing gives benefits until it goes live.)1012
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How much time have you spent improving or doing someone else’s work? (This reveals bottlenecks in our processes.)10%5%40%20%
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How many projects or activities have you kicked yourself—or someone else—off? (Projects move faster when we divide and conquer. But it’s taboo to remove someone from a project. Gamifying it reframes it so we no longer find it embarrassing. Useful phrases: “Can I leave this with you?” “I’m happy to look after this,“ “I don’t think I’m needed for this, but let me know if you disagree.”)1201
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How many projects have you asked “Who's responsible for this?” (This is the first step in removing excess people from a project.)2211
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Challenges:Agree which challenge(s) we should address on this call (and allocate time to each of them)35 minutes
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—Challenge: A one-line description of the challenge (with a number out of ten for importance and urgency)
—Responsible: Who’s responsible for this?
—URL: The URL of whichever documents we are discussing (if there's not one, we must create one)
—Options: What are our options?
—Option I’d choose: Which would you choose? This and the above question force the person to at least try to solve their own problem.
—Help needed: What do you need from everyone else on the call?
—Actions: What did we agree during the call?
None for this call.None for this call.—Challenge: Should we roll out the customer journey mapping process? (7/10)
—Responsible: Me
—URL: Workflow for customer journey mapping (URL removed)
—Options: (i) Roll it out to all clients or (ii) do it some other time.
—Option I’d choose: For now, offer it only to existing clients who want it.
—Help needed: Decide where it sits relative to our other priorities. Is it a distraction?
—Action: Let's offer it only to existing clients who want it.
None for this call.
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One-phrase close (each person gives a one-phrase summary of how they felt the call went)This bit is spoken, but the prompt in the left-hand column reminds us to do it.
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The other worksheet contains a blank template for you to use.
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