What is being tested?
What is being measured/evaluated?
Example questions to ask
Negative Feedback / Concerns
Notes / Quotes for Marketing
What is the main focus of this session (e.g., general performance, feature requests, product bugs)?
Relevant user information and demographics to understand the persona of the interviewee.
List all planned questions for this particular user research study. Record the interviewee's response to each question.
Did the user mention any specific positive aspects in relation to the topic of this session?
Did the user mention any specific negative aspects in relation to the topic of this session? How could we improve them?
Did the user provide notable feedback outside the scope of this session that could help other business objectives?
Summarize the key insights that you learned from this user research session. If any are actionable, you can assign them to your team members right from here.
Were there any notes, quotes, or anecdotes that may assist marketing in their messaging to other users?
How is everyone doing this week? What is everyone's headspace?
Share some highlights from last week that lifted your spirits:
Share some moments from last week that were tough:
Report on any general updates within your teams.
How did you perform against last week’s goals?
Set some goals for this upcoming week.
How did you and your team progress on outstanding tasks and projects?
What’s on your list this week?
Include any other items to discuss here.
Include reminders to come back to in future meetings.
Share updates on overall progress, key metrics, and anecdotes to give your team an up-to-date understanding of current initiatives.
Allow each team member to briefly share what they've been working on. This includes progress, obstacles, achievements, and any other information that would be valuable for the team.
Acknowledge big wins and milestones accomplished since the last weekly meeting. What valuable lessons were learned?
Have any issues or challenges come up since the last weekly meeting? Are there any particular problems a team member is stuck on? How can we help solve them?
Are there any new metrics, trends, customer feedback, or market influences we should be aware of? What about company announcements or industry news? Share any resources that would help the team understand these concepts better.
Summarize any other valuable information that was shared. It does not have to be directly related to the weekly meeting agenda.
What are the main priorities we should focus on for next week? How are we planning to approach these? What does success look like?
What were the main insights from this weekly meeting? Include key decisions made, progress reports, and any opportunities, issues, or concerns that should be shared with colleagues.
List all key stakeholders not present and other departments that this information should be shared with.
Clarify next steps for the entire team as well as each individual. Note who's completing them, and when they should be done by. You can assign these tasks from this template.
Celebrate what you achieved and discuss what wasn't completed.
The list of things we want to accomplish in this sprint.
Why are we implementing these backlog items?
What items/tickets is each person focusing on during this sprint?
Anything else to write down?
Documents and such that are referenced on the call.
Make sure everyone's here and ask for a volunteer scribe.
If anyone else has any questions about something relating to one of the other teams, now is your chance to ask. (2 min per update)
Ask whoever added the item to introduce it and lead that part of the conversation.
A working group is a defined set of people, usually coming from multiple teams or disciplines to fix a common business challenge.
Review the goal at the beginning of every meeting to remind group members of what they’re trying to achieve. Since the problems you’re tackling can be broad and fuzzy, having an explicit goal can also help you decide what is and isn’t the responsibility of the group.
Here are some questions to fill in to see how your solutions fit into your wider goal (check out how Etsy used this method to define "design excellence" for their team)
“In order to be effective, the group has to ship; in order to ship, milestones should be established from the beginning.” Without delivery dates in place, it is impossible to create an action plan that accurately reflects the speed in which you must be working to achieve your goals.