This article has three sample templates to help improve your project meetings. If you find these suggestions useful, be sure to download a free copy of Collaborative Project Management: A Handbook for more practical meeting tips. Enjoy!
Project Management Meeting Template #1 – Project Sponsor
Very good sponsors are really busy, so you need to make good use of the time, to gain respect (and thus the help). Here is a sample agenda you as a new Project Manager might consider using with your Project Sponsor:
- Review and agree agenda (i.e. agree the desired meeting outcome).
- Update on Progress to Agreed Goals, ideally using pre-agreed dashboards, milestones, budgets, metrics, etc.
- Review, discuss and resolve any open risks, issues or change requests.
- Review Pending Decisions.
- AOB.
- Other Feedback for the Project Manager?
- Summarize the meeting outcomes.
Project Management Meeting Template #2 – Project Team
You do not want to have project meetings for the sake of meetings – so you do need to be careful with how these are run. Here is a sample agenda you can use with your team.
- Review and agree agenda (i.e. the desired meeting outcome) with the team.
- Review, discuss and resolve (in so far as possible) any open issues (be careful that the issues are “real issues”).
- Look at upcoming tasks for next week.
- Project process and approach – any adjustments needed?
- (Time Permitting) Look at tasks achieved last week or at least the highlight tasks from last week.
- AOB.
- Summarize the meeting outcomes.
Project Management Meeting Template #3 – Problem Solving / Creative
- Brainstorm in a Blue sky manner all the possibilities (where no critique is allowed – only questions to clarify).
- Enter into a robust but respectful set of Conversations that have plenty of healthy Critique and lots of Constructive Conflict.
- Discuss lots and with as much consensus as possible make good Decisions (including a mechanism to check the outcome).
Editor’s Note: This article is an excerpt from our free book, Collaborative Project Management: A Handbook.