Structure
Template Sections
1
Updates
What's been happening since last time?
2
Wins & Challenges
Celebrate successes and discuss obstacles
3
Goals & Progress
Review current goals and track progress
4
Feedback
Two-way feedback exchange
5
Action Items
Next steps and commitments
Updates
Share recent work progress and important updates from both sides.
Wins & Challenges
Celebrate recent wins and discuss any challenges or blockers.
Goals & Progress
Review quarterly/monthly goals and assess progress toward objectives.
Feedback
Open discussion for constructive feedback in both directions.
Action Items
Clear next steps and action items with owners and deadlines.