01
Identify Meeting Goal
Determine the primary objective of the meeting
Made for Program Managers
Prepare a Cross-Team Meeting With a Clear Purpose
Also useful for: people in Managers, people in Professionals
60 min
Managers
Program Manager
Advance Your Career
Career outcome:
Improve Productivity
Prepare for cross-team meetings by identifying the main goal, key stakeholders, and agenda items.
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Prepare for cross-team meetings to ensure effective communication and collaboration.
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What you'll do
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02
Inform Stakeholders
Notify team leads, project sponsors, and relevant team members
03
Identify Agenda Items
Identify project updates, issue discussions, and action item assignments
04
Clarify Meeting Objectives
Align team members on project goals and address concerns
05
Assign Action Items
Assign tasks, deadlines, and responsible team members
06
Track Meeting Minutes and Action Items
Use a shared document or project management tool
07
Escalate Issues or Concerns
Identify and assign an issue owner, and establish a timeline for resolution
08
Measure Meeting Effectiveness
Track attendance, engagement, and action item completion
Make Your Play
Prepare a Cross-Team Meeting With a Clear Purpose
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
What is the main goal of the cross-team meeting?
Who are the key stakeholders that need to be informed about the meeting?
What are the main agenda items for the meeting?
What are the desired outcomes or objectives of the meeting?
What is the preferred method of communication for meeting invitations and updates?
What is the preferred meeting format?
What are the key action items that need to be assigned during the meeting?
What is the timeline for the meeting, including the start and end times?
What are the key discussion points or topics that need to be addressed during the meeting?
What are the next steps or follow-up actions that need to be taken after the meeting?
What is the method for tracking meeting minutes and action items?
What is the process for escalating issues or concerns that arise during the meeting?
What are the key performance indicators (KPIs) or metrics that will be used to measure meeting effectiveness?
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What you'll do
Check a step when you finish it.
01
Identify Meeting Goal
Determine the primary objective of the meeting
02
Inform Stakeholders
Notify team leads, project sponsors, and relevant team members
03
Identify Agenda Items
Identify project updates, issue discussions, and action item assignments
04
Clarify Meeting Objectives
Align team members on project goals and address concerns
05
Assign Action Items
Assign tasks, deadlines, and responsible team members
06
Track Meeting Minutes and Action Items
Use a shared document or project management tool
07
Escalate Issues or Concerns
Identify and assign an issue owner, and establish a timeline for resolution
08
Measure Meeting Effectiveness
Track attendance, engagement, and action item completion
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Assembled prompt
Use this when
You have a cross-team meeting scheduled and need to prepare.
You'll need
- Meeting Goal
- Stakeholders
- Agenda Items
- Meeting Objectives
- Communication Method
- Meeting Format
- Action Items
- Meeting Timeline
- Discussion Points
- Next Steps
- Meeting Minutes
- Escalation Process
- Meeting Metrics
You'll get
- You'll walk away with:
- Agenda items identified
- Key stakeholders informed
- Meeting objectives clarified
- Action items assigned.
By the end of this playbook
You will have:
- You'll walk away with:
- Agenda items identified
- Key stakeholders informed
- Meeting objectives clarified
- Action items assigned.
Progress 1 of 8