Meeting Reflection Template
Share learning experiences and new ways of thinking to grow as a team
About the Meeting Reflections Template
Meeting reflections give your team an opportunity to talk about how they approach their work. Use the meeting reflections template to create space for a conversation to clarify how people think, feel, articulate the "why" behind their work beyond basic project management needs.
What is a meeting reflection?
A meeting reflection is led by "learners," team members who share stories with the rest of their team.
Learners can choose to present a topic or story, and the rest of the team can follow up with a series of questions. Alternatively, the session can be set-up as a live question-and-answer session between the nominated learner and the team.
Typically, one person on your team will assume the learner role and share a recent experience that may benefit everyone else. The rest of the team will take on an active listener role, asking questions as needed, making a meaningful connection to their own work, or wider business values and initiatives.
When to use the meeting reflection template
A meeting reflection aims to dig deep into how your team learns new skills, document key observations, and figure out how to build on those skills for future development.
Meeting reflections allow teammates to share new information about a client’s business or an internal business initiative. Your team can also offer problem-solving techniques or even recommend a new book, podcast, or movie worth seeking out.
These group reflections can encourage colleagues at all levels to engage in each other’s professional development.
How to use the meeting reflection template
Get started by adding the meeting reflection template to your board, then take the following steps to make it your own:
1. Start with an icebreaker to set the tone
To get everyone thinking creatively from the start, encourage an unstructured communication approach. Give everyone an opportunity to get to know each other.
2. Ask the “learner” to share what they’ve learned recently
As the learner in your group is sharing their experience, encourage the team to write down their observations on sticky notes. These notes can be assigned to a grid (such as “what have you missed?”) that aligns with the narrative and can prompt useful follow-up questions.
3. Respond with questions, observations, or advice as a team
After the learner has finished speaking, ask each person in the group to share one observation or question to dig deeper into the story. The more specific the ask or detail being shared, the better the insight. Nominate a note-taker in the group to write down the insights, and use them to make sure these discussions stay timely and on track.
4. Decide on follow-up actions as a team
To wrap up, the note-taker in the group can go through a verbal summary of your meeting. The learner can also add any details that may have been left out. As a team, you can decide if you’d like to follow up on any ideas uncovered during the session. You may also want to repeat the meeting on a different date for someone else’s benefit on the team. See if there’s potential to turn this into a regular team ritual if it proves to be useful for team-building and skill sharing.
Get started with this template right now.
Action Priority Matrix Template
Works best for:
Mapping
You and your teammates probably have more ideas than resources, which can make it difficult to prioritize tasks. Use an Action Priority Matrix to help choose the order in which you will work on your tasks, allowing you to save time and money and avoid getting bogged down in unnecessary work. An Action Priority Matrix is a simple diagram that allows you to score tasks based on their impact and the effort needed to complete them. You use your scores to plot each task in one of four quadrants: quick wins, major projects, fill-ins, and thankless tasks.
4 L's Retrospective Template
Works best for:
Retrospectives, Decision Making
So you just completed a sprint. Teams busted their humps and emotions ran high. Now take a clear-eyed look back and grade the sprint honestly—what worked, what didn’t, and what can be improved. This approach (4Ls stand for liked, learned, lacked, and longed for) is an invaluable way to remove the emotion and look at the process critically. That’s how you can build trust, improve morale, and increase engagement—as well as make adjustments to be more productive and successful in the future.
Presentation Template
Works best for:
Presentations, Education
At some point during your career, you’ll probably have to give a presentation. Presentations typically involve speaking alongside an accompanying slide deck that contains visuals, texts, and graphics to illustrate your topic. Take the stress out of presentation planning by using this presentation template to easily create effective, visually appealing slides. The presentation template can take the pressure off by helping your audience stay focused and engaged. Using simple tools, customize a slide deck, share slides with your team, get feedback, and collaborate.
Pros and Cons List Template
Works best for:
Decision Making, Documentation, Strategic Planning
A pros and cons list is a simple but powerful decision-making tool used to help understand both sides of an argument. Pros are listed as arguments in favor of making a particular decision or action. Cons are listed arguments against it. By creating a list that details both sides of the argument, it becomes easier to visualize the potential impact of your decision. To make your pros and cons list even more objective, it can help to weight each pro and con against the others. You can then present your decision with confidence, making a strong argument for why it’s the right one.
Johari Window Model
Works best for:
Leadership, Meetings, Retrospectives
Understanding — it’s the key to trusting others better and yourself better as well. Built on that idea, a Johari Window is a framework designed to enhance team understanding by getting participants to fill in four quadrants, each of which reveals something they might not know about themselves or about others. Use this template to conduct a Johari Window exercise when you’re experiencing organizational growth, to deepen cross-functional or intra-team connections, help employees communicate better, and cultivate empathy.
Swimlane Diagram Template
Works best for:
Flowcharts, Diagrams, Workflows
A swimlane diagram shows you which stakeholders are responsible for each area of your critical processes. You can use it to understand current processes or plan new ones.