Meeting Health Check by David Pereira is a practical framework that helps teams reclaim time, sharpen collaboration, and make meetings truly productive. Many teams fall into the trap of back-to-back sessions with unclear goals or outcomes. This template provides a clear and visual way to evaluate the effectiveness of your meetings and identify where change is needed.
By assessing five key areas (Goal, Context, Participants, Frequency, and Preparation), teams can spot inefficiencies, set actionable improvements, and build healthier meeting habits. Use it to ensure that every meeting has a clear purpose, the right people involved, and meaningful results.
Run this exercise quarterly or during team retrospectives to reset meeting culture and make collaboration time count.
Template Features
Comprehensive Meeting Criteria: Evaluate your team’s meetings across five core dimensions: Goal, Context, Participants, Frequency, and Preparation. Each area highlights what a healthy meeting looks like and what an unhealthy one tends to include.
Interactive Visual Sliders: Use the sliders to collectively assess where your team’s meeting practices fall on the healthy-to-unhealthy spectrum.
Collaborative Reflection Boards: Capture observations, challenges, and opportunities directly on the board to align on improvement priorities.
Built-In Timer: Use Miro’s Timer to guide discussions, keep sessions focused, and make sure each reflection stays within the intended timeframe.
Action-Oriented Format: Identify one improvement at a time, commit to it, and review progress in future sessions for measurable growth.
Quarterly Review Rhythm: Designed for repeated use, allowing teams to monitor meeting health trends and maintain long-term efficiency.
Benefits
Reduce Meeting Overload: Identify unnecessary or repetitive meetings and reclaim valuable focus time.
Increase Productivity: Ensure meetings are purposeful, time-boxed, and outcome-driven instead of habitual.
Strengthen Accountability: Encourage teams to take ownership of how meetings are scheduled, led, and attended.
Improve Collaboration: Align on goals, context, and roles so that meeting time becomes more focused and impactful.
Support Continuous Improvement: Turn meetings into a structured rhythm for clarity, alignment, and progress.
Ideal For
Product and Engineering Teams: Streamline workflows by ensuring meetings have clear agendas and measurable takeaways.
Leaders and Managers: Diagnose meeting inefficiencies and coach teams toward better practices.
Cross-Functional Teams: Improve communication rituals and ensure collaboration time adds genuine value.
Organizations Focused on Efficiency: Build a culture of intentional meetings that respect time and reinforce focus.
How It Works
Run the Meeting Health Check: Schedule a one-hour session with your team and review each meeting dimension together.
Assess and Discuss: Move the sliders to indicate your current state, discuss examples, and capture insights using sticky notes.
Choose One Focus Area: Select a single improvement to prioritize and define clear steps to address it.
Commit to Action: Implement small and consistent changes, such as clarifying goals or adjusting frequency, to drive meaningful progress.
Repeat Quarterly: Revisit the board to evaluate improvements and sustain healthier meeting habits over time.
