This template is perfect for keeping track of project progress with team members in Notion.
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Notion – Project Check-In Meeting Template
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Contents
Notion – Project Check-In Meeting Template
This template is perfect for keeping track of project progress with team members in Notion. Throughout any project, the team must meet regularly to discuss progress and plan future steps. To help keep track of everything, start an agenda before each meeting. First, write down the objectives of the project. Next, list the key dates and times for the next month. Finally, add notes about who needs to attend and why they’re needed. When you’ve finished filling out the agenda, print it out and bring it to every meeting. During the meeting, share updates and discuss issues. Make sure to include the date and time of each update so you can easily refer back to previous discussions.
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What you need before purchase
- Basic knowledge of how to use Notion
- Paid Notion account if you want to add lots of content to your template / Notion account (sign up here). Not much content? You’re able to use their free account.
After purchase, you’ll be able to view the template immediately. The template can be added to your Notion account by:
- Click on the template download link in Gumroad
- When viewing the Notion template, click on the “Duplicate” link in the top-right of your screen
- The template will now be available in your own Notion account
What is a Project Check-In Meeting Template?
A Project Check-In Meeting Template is a structured format or guide used to conduct regular check-in meetings for a project. It provides a framework for project managers and team members to review progress, discuss challenges, and ensure alignment on project goals and tasks. The template helps facilitate effective communication, collaboration, and decision-making during the check-in meetings.
The Project Check-In Meeting Template typically includes the following elements:
1. Meeting Details: Specify the date, time, and location (if applicable) of the check-in meeting. This ensures everyone is aware of the meeting logistics.
2. Attendees: List the names or roles of the individuals who are expected to attend the meeting. This ensures that the necessary stakeholders and team members are present.
3. Agenda: Provide a clear outline of the topics or agenda items to be discussed during the meeting. The agenda may include sections such as:
– Progress Update: Share updates on project milestones, tasks completed, and overall progress towards project goals. This allows the team to track progress and identify any potential issues.
– Challenges and Issues: Discuss any challenges, obstacles, or risks that have arisen during the project. This provides an opportunity for the team to brainstorm solutions or escalate issues for further attention.
– Task Assignments: Review and assign tasks or action items for the upcoming period. Ensure that responsibilities are clear, deadlines are set, and team members are aware of their assignments.
– Resource Allocation: Discuss resource availability, including any changes or adjustments needed to ensure the project’s success. This may involve reallocating resources, addressing conflicts, or addressing any resource constraints.
– Stakeholder Communication: Review the communication plan and discuss any updates or feedback from project stakeholders. This helps ensure that all stakeholders are kept informed and involved.
– Next Steps: Summarize the key decisions made during the meeting and outline the next steps or actions to be taken by the team. This helps provide clarity and accountability for the project’s progress.
4. Timebox: Set a specific timeframe for each agenda item to ensure that the meeting stays on track and does not exceed the allocated time. This helps maintain focus and productivity.
5. Notes and Action Items: Provide space to capture meeting notes and record any action items or tasks assigned during the meeting. This allows team members to refer back to the discussions and ensures accountability for follow-up actions.
By utilizing a Project Check-In Meeting Template, project teams can conduct regular check-in meetings in a consistent and structured manner. The template helps to keep meetings focused, promotes collaboration, and ensures that project progress and challenges are effectively addressed.
How do I create a Project Check-In Meeting Template in Notion?
To create a Project Check-In Meeting Template in Notion, you can follow these steps:
- Open Notion: Launch the Notion application on your device or access it through your web browser.
- Create a New Page: Click on the “+” button or select “New Page” to create a new page for your Project Check-In Meeting Template.
- Choose a Template: Template Road offers several template options. You can either start with a blank page or use a pre-designed template that suits your needs. To find a suitable template, you can search for keywords like “project management,” “meeting template,” or “check-in template” on our website.
- Customize the Template: Once you’ve selected a template or started with a blank page, you can customize it to create your Project Check-In Meeting Template. Modify the headings, sections, and subheadings to match the elements mentioned earlier, such as Meeting Details, Attendees, Agenda, Timebox, Notes and Action Items.
- Agenda Items: Under the “Agenda” section, create subsections for each agenda item you want to cover in the meeting. This may include Progress Update, Challenges and Issues, Task Assignments, Resource Allocation, Stakeholder Communication, and Next Steps.
- Timebox: Within each agenda item, allocate a specific amount of time or duration for discussion. This helps ensure that the meeting stays on schedule and avoids exceeding the allocated time.
- Attendees: Create a section where you can list the names or roles of the individuals who are expected to attend the meeting. This helps keep track of attendance and ensures all necessary stakeholders are present.
- Notes and Action Items: Provide space to capture meeting notes and record any action items or tasks assigned during the meeting. You can use text blocks, bullet points, or tables to structure the notes and make them easily readable.
- Save as a Template: After customizing your Project Check-In Meeting Template, save it as a template in Notion. This allows you to reuse it for future check-in meetings by duplicating the template for each meeting.
- Duplicate for Each Meeting: When it’s time for a new Project Check-In Meeting, duplicate the template and update the necessary details, such as the date, attendees, and agenda items specific to that meeting.
By following these steps, you can create a Project Check-In Meeting Template in Notion that suits your project management needs. Notion provides flexibility and customization options, allowing you to tailor the template to your requirements and streamline your check-in meetings for effective project communication and collaboration.
