Daily Standup | Round Robin Template
[Name of Team Member #1]
- Done: [key completed items]
- Today: [planned tasks]
- Blockers: [if any]
[Name of Team Member #2]
- Done:
- Today:
- Blockers:
[Name of Team Member #3]
- Done:
- Today:
- Blockers:
(...)
Key Action Items
- [Action] - @[owner]
- [Action] - @[owner]
Board Meeting Template
Strategic Updates
- Key metrics vs targets
- Major strategic shifts
- Market position changes
Financial Review
- Revenue & growth metrics
- Cash position
- Investment decisions
Board Votes
- Motions presented
- Voting outcomes
- Dissenting views
Critical Issues
- Risks identified
- Mitigation plans
- Required board actions
Client QBR Template
Project Status
- Timeline updates
- Budget status
- Risk assessment
Success Metrics
- KPIs vs targets
- ROI measures
- Usage statistics
Issues & Resolutions
- Open issues
- Resolved items
- Pending decisions
Next Quarter
- Deliverables
- Resource needs
- Budget adjustments
Support Team Review Template
Incident Summary
- Critical incidents
- Resolution times
- Root causes
Customer Metrics
- CSAT score
- Response times
- Escalation rate
Staffing & Coverage
- Current gaps
- Training needs
- Hiring plans
Process Updates
- New procedures
- Documentation needs
- Tool changes
Product Sprint Review Template
Sprint Goals
- Completed items
- Missed items + why
- Impact on roadmap
Technical Debt
- Issues addressed
- New issues found
- Priority fixes
Customer Impact
- Features shipped
- Bug fixes
- Performance improvements
Next Sprint
- Major deliverables
- Resource allocation
- Dependencies
Sales Pipeline Review Template
Deals Closed
- Company name
- Contract value
- Implementation timeline
At Risk Deals
- Company name
- Risk factors
- Mitigation plan
- Owner
Next Quarter Pipeline
- Total pipeline value
- Key opportunities
- Resource needs
Actions
- Owner
- Due date
- Priority level
Sales Discovery Call Template
Company Background
- Size/industry
- Current tech stack
- Key pain points
Decision Makers
- Primary contact
- Budget holder
- Technical evaluator
Use Case
- Current process
- Desired outcomes
- Success metrics
Technical Requirements
- Must-have features
- Integration needs
- Security/compliance
Next Steps
- Follow-up items
- Demo scheduling
- Pricing discussion
- Materials requested
BANT Assessment
- Budget: [range]
- Authority: [decision makers]
- Need: [urgency level]
- Timeline: [expected close]
Competition
- Current solution
- Other vendors considered