Running efficient and productive meetings have become essential especially in consulting/service organizations in which employees can be distributed, remote or located at customer locations. Consulting/service organizations employees spend quite a bit of their time in meetings with customers, managers or internal teams and it is important to be able to run meetings that are structured, effective and efficient. Meetings can be run better with collaborative applications such as OKRify, which provides a user-friendly tool to set Meeting agenda, assign action items, collaborate with comments, meeting notes, track OKRs and KPIs.
Here are some of the meeting templates that can be used by employees in Consulting/Service Organization
Project Kickoff Meeting
Introduction
- What is the project?
Purpose
- Why is the project done?
Scope
- Scope item 1
- Scope item 2
- Scope item 3
Timeline
- Phase item 1
- Phase item 2
- Phase item 3
Resource Planning
- Role 1
- Role 2
Next Action Items
- Action item 1
- Action item 2
Project Status Check-in Meeting Template
Status Summary
- Completed items from last meeting
- Project timeline status
- Project cost status
Roadblocks/Issues
- Item 1
- Item 2
Next Action Items
- Action item 1
- Action item 2
Project Completion Review Meeting
Overview
- Project goals review
- Project timeline review
- Project cost review
Success
- Item 1
- Item 2
Things that can be improved
- Item 1
- Item 2
Learnings
- Item 1
- Item 2
Next Action Items
- Action item 1
- Action item 2
Delivery Team Meeting Template
Team Updates
- Item 1
- Item 2
Project at Risk
- Project 1
- Project 2
Project Metrics
- Projects Time Metrics
- Projects Budget Metrics
Roadblocks
- Item 1
- Item 2
Learnings
- Item 1
- Item 2
Next Action Items
- Action item 1
- Action item 2
Project Manager/Manager 1:1 Meeting Template
Icebreaker
- Icebreaker item
Project Status
- Timeline
- Budget
Roadblocks
- Item 1
- Item 2
Consulting Team Meeting Template
Team Updates
- Item 1
- Item 2
Wins
- Item 1
- Item 2
Metrics
- Metric 1
- Metric 2
Roadblocks
- Item 1
- Item 2
Learnings
- Item 1
- Item 2
Next Action Items
- Action item 1
- Action item 2
Sales Team Meeting Template
Team Updates
- Item 1
- Item 2
Wins
- Item 1
- Item 2
Deals with Roadblocks
- Item 1
- Item 2
Other Deals in Progress
- Item 1
- Item 2
Next Action Items
- Action item 1
- Action item 2
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