11 Check-in Meeting Agenda Templates For Team Alignment

Use these meeting templates for productive check-ins to keep your team members aligned.

Published in

Fellow.app

6 min readJun 20, 2023

Check-in meetings are what they sound like. They consist of leadership or management checking in with a specific person or team about the status of an existing project, challenges and learnings.

Check-in meetings can help confirm all progress on a company initiative or project and maintain the momentum of that project to keep everyone aligned. While check-in meetings are genuinely effective at keeping everyone on the same page, a manager check-in template can make the conference even more valuable by cutting down on time wasted due to lack of meeting preparation.

Here are 9 meeting agenda templates curated by the Fellow team to help your team remain aligned with their tasks and projects:

Project Check-In Meeting Template
Check-In Meeting Template
Research Team Check-In Meeting Template
Quick Check-In Meeting Template
Project Coordinator Daily Check-In Meeting Template
Executive Assistant Weekly Check-In Meeting Template
Partnership Check-In Meeting Template
Initiative Check-In with Wellness Advisor Template
Crisis Management Round Table Meeting Template
Quality Analyst Daily Check-in Meeting Template
Bidaily Engineering Enterprise Team Check-In Meeting Template

⭐️ Fun fact: We built a meeting agenda app where you can create and customize your own templates!

Project Check-In Meeting Template

🎉Small Wins — What is going well? Anything you have accomplished since our last check-in?
🚦Review Past Action Items — Let’s review open action items from past check-in meetings. Discuss the progress on each.
📌 Updates — Discuss the overall status of the project and progress on individual objectives.
⛔ Puzzles — Anything you are stumped on that I can help resolve? Do you need support from anyone on the team?
❓Questions — Any specific questions about the project?
✅ Action Items — What came out of this meeting? What are your next steps?

Check-In Meeting Template

What’s top of mind? — Things we should talk about
Things that went well this week — Recent wins and positive news
Learnings — Things we’ve learned or could’ve done differently
Priorities since we last met — Top things we’ve focused on in the last couple of days
Priorities until we meet again — Top things we’re focusing on, from now until the next time we meet
Challenges — Roadblocks/concerns — and ways we can work them out
Feedback — Recognition and suggestions for improvement
Action Items — What came out of this meeting? What are your next steps?

Research Team Check-In Meeting Template

🔍Findings — List any findings from your research this week along with their sources.
⛔️Issues — List any issues from the research this week.
📚Learnings — List any learnings from this week.
❗Priorities — List your priorities for this week.

Quick Check-In Meeting Template

What’s top of mind? — Things we should talk about
Priorities — Top things we’re focusing on, from now until the next time we meet
What needs help? — Challenges, roadblocks, concerns — and ways we can work them out
Action Items — What came out of this meeting? What are your next steps?

Project Coordinator Daily Check-In Meeting Template

🚦Project status — Provide a brief update on the status of each project. What has changed since yesterday?
🎯 Today’s objectives — Discuss what project tasks are you working on today.
⛔️ Roadblocks — Is there anything blocking your progress? How can I help?
✅ Pending approval — Is there anything you need my approval from to move forward with a project?

Executive Assistant Weekly Check-In Meeting Template

Project Follow-up — What important files are we currently working on? What progress was made since last week?
Meeting Review — What meetings do we need to prepare this week?
Priorities — What are your priorities this week?
Roadblocks — What can I help you with?
Action Items — What came out of this meeting? What are the next steps?

Partnership Check-In Meeting Template

🔍 Program check-in — Share your perspectives on how things have been going since you last met.
❗️ Timely topics — What’s top of mind for both companies/teams right now? How can we help each other?
➡️ Upcoming — Discuss opportunities, events, or changes impacting the partnership that may occur between now and your next meeting.
✅ Action items — What came out of this meeting? What are your next steps?

Initiative Check-In with Wellness Advisor Template

Initiative updates — What are your work priorities this week? How are you spending your time?
Action Plan Review — Review the current action plan and reassess if necessary.
Sensitive Case Review — Are there any situations we should preemptively be aware of?
Action Items — What came out of this meeting? What are your next steps?

Crisis Management Round Table Meeting Template

🔑 Key Issues — Share a debrief of the key issues the department is facing.
🚀 Roundtable of Updates — Each member shares updates on the progression of issues within their respective team.
📌 Priorities — Review priorities and set a direction for branch of the organization.

Quality Analyst Daily Check-in Meeting Template

💬 Current Status — Any updates on our current status?
❗High Priorities — What are the priorities for the day?
🚧 Edge Cases / Bottlenecks — What roadblocks did you run into?
🤝 How can we collaborate together? — What can we collaborate on? What do you need from me?

Bidaily Engineering Enterprise Team Check-In Meeting Template

Ongoing Projects + Priorities — List each team members name, their project and their priorities for the day.

Looking for more meeting agenda templates?

Check out these other articles:

Or view the entire Fellow meeting template library on our website. In Fellow, the free templates are 100% customizable! Each person can add to and collaborate on the agenda. Plus Fellow has built-in automations to automate some aspects of your meeting workflow.