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.
4Ps Retrospective
The 4Ps Retrospective template offers a structured framework for teams to reflect on past iterations or projects using the 4Ps model (Praise, Problems, Possibilities, and Plans). It provides elements for sharing positive feedback, identifying challenges, exploring opportunities, and setting action plans. This template enables teams to conduct retrospectives systematically, generate actionable insights, and drive continuous improvement. By promoting a balanced and comprehensive approach, the 4Ps Retrospective empowers teams to enhance collaboration, boost morale, and achieve their objectives effectively.
All-in-one PI Planning
Works best for:
Agile
The All-in-one PI Planning template streamlines the SAFe Program Increment (PI) Planning process by providing a comprehensive framework for teams to collaboratively plan and align on objectives and dependencies. It integrates essential elements such as PI Objectives, Team Breakouts, and Program Board, enabling teams to visualize, prioritize, and coordinate work effectively. This template empowers Agile Release Trains to deliver value predictably and efficiently, driving alignment and synchronization across the organization.
Funding Tracker Template
Works best for:
Kanban Boards, Operations
For many organizations, especially non-profits, funding is their lifeblood—and meeting fundraising goals is a crucial part of carrying out their mission. A funding tracker gives them a powerful, easy-to-use tool for measuring their progress and staying on course. And beyond helping you visualize milestones, this template will give you an effective way to inspire the public to donate, and help you keep track of those donors. It’s especially useful when you have multiple donations coming from a variety of sources.
Soccer Retrospective
Works best for:
Agile Methodology, Retrospectives, Meetings
The Soccer Retrospective template offers a sports-themed approach to retrospectives, using the game of soccer as a metaphor for teamwork and strategy. It provides elements for reflecting on past performances, analyzing strengths and weaknesses, and setting goals for improvement. This template fosters a competitive yet collaborative spirit, encouraging team members to work together towards common objectives. By leveraging the metaphor of soccer, the Soccer Retrospective empowers teams to refine their tactics, enhance communication, and achieve their goals effectively.
How Now Wow Matrix Template
Works best for:
Ideation, Product Management, Prioritization
There are no bad ideas in a brainstorm — but some are more original and easier to implement. The How Now Wow matrix is a tool that helps you identify and organize those great ideas, as well as reinvigorates your team to think creatively and take risks (a taller order as you scale). Grab this template to create your own matrix, then rank the ideas you generated in a brainstorm as “How” (difficult to implement), “Now” (easy to implement), or “Wow” (both original and easy to implement).
Retrospective in the Island of Golocans
Works best for:
Retrospectives, Meetings, Agile Methodology
The Retrospective in the Island of Golocans template offers a creative and imaginative setting for retrospectives, transporting participants to a fictional island setting. It provides elements for reflecting on past iterations, sharing insights, and brainstorming improvements. This template enables teams to step outside their usual environment and approach retrospectives with a fresh perspective. By promoting creativity and storytelling, the Retrospective in the Island of Golocans empowers teams to engage in meaningful discussions, generate new ideas, and foster a culture of innovation effectively.