Meeting Pack: Weekly Product Review
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running-effective-meetingsskill pack.
Workflow Trace
Step 1 -- Decide if a meeting is needed and pick the format
Is a meeting needed? Yes. The team needs real-time discussion on experiment results and trade-offs, cross-functional input on blockers, and fast decision-making on what to ship/kill/extend. These cannot happen asynchronously because they require live debate across PM, Eng, Design, Data, and Marketing.
What will be different after this meeting? Each week, the team will leave with (a) a shared view of product health via metrics, (b) 1-2 explicit decisions on experiment results (ship / kill / extend), and (c) named owners for every blocker with a resolution deadline.
Meeting type: Hybrid -- Operational (metrics review, blockers) + Decision (experiment calls). Because the current meeting devolves into status updates, the redesign must strictly separate "Discover" (async) from "Discuss + Decide" (live). The format is a Decision-focused operational meeting -- structured timekeeping with explicit decision points.
Current diagnosis: The meeting is a textbook "status meeting in disguise" (Anti-pattern #1) compounded by "no pre-read" (Anti-pattern #2) and "missing decision capture" (Anti-pattern #4). The fix is to move all status and context to a mandatory pre-read and reserve live time for discussion and decisions only.
Step 2 -- Define the discussion scope (in-room vs. async)
| Phase | What happens | Where |
|---|---|---|
| Discover | Metrics dashboard, experiment data, blocker status, decision memos | Async pre-read (sent 24h before) |
| Discuss | Debate experiment results, trade-offs, blocker resolution options | Live meeting (40 min of 60) |
| Decide | Ship/kill/extend calls on experiments; blocker owners + deadlines | Live meeting, captured in real time |
Pre-read outline:
- Metrics snapshot (5 key KPIs with WoW trends)
- Decision memo per experiment up for review (max 2 per week)
- Blocker log with proposed resolutions
Discussion questions for the live meeting:
- Which experiment results are conclusive enough to act on this week?
- For borderline results, what additional evidence would change our minds?
- Which blockers require cross-functional negotiation (not just assignment)?
Decision statements:
- "We will ship / kill / extend experiment X based on the data reviewed."
- "Blocker Y is assigned to [Owner] with resolution by [Date]."
Check: 40 of 60 minutes (67%) are reserved for discussion and decisions. Passes the 60% threshold.
Step 3 -- Prime participants (pre-work + pre-read)
See the full Pre-Read Template in Section 2 below. It is sent every Monday by 10:00 AM (24 hours before the Tuesday meeting).
Pre-work assignments:
- Data lead: Update the metrics dashboard and flag anomalies by Monday 10 AM.
- PM (experiment owner): Write a 1-page decision memo per experiment up for review (using the template below) by Monday 10 AM.
- Eng leads: Update the blocker log with current status and proposed resolutions by Monday noon.
- All attendees: Read the pre-read and add async comments/questions in the shared doc by Monday 5 PM.
- Design / Marketing: Flag any downstream impacts of pending decisions via comments.
Check: Every attendee can arrive ready to discuss. No live info dump is needed.
Step 4 -- Build a timed agenda
See the full Timed Agenda in Section 3 below. Key design rules applied:
- 3 topics max (metrics, experiments, blockers)
- Every segment has an explicit expected output
- Discussion time is 40 of 60 minutes
- Deep-dive off-ramp: any topic needing 10+ minutes of additional debate is parked and scheduled as a 30-minute follow-up with the relevant subset
Step 5 -- Assign roles and write the facilitation script
See the full Facilitation Script in Section 4 below. Roles are named; escalation path is defined.
Step 6 -- Run the meeting and capture decisions/actions
See the Notes + Decision Log Template in Section 5 below. This is used live during the meeting.
Step 7 -- Close, follow up, and improve meeting hygiene
See the Follow-Up Email Template in Section 6 below. Hygiene recommendations are in Section 8.
Section 1: Meeting Brief
Title: Weekly Product Review Cadence: Every Tuesday, 10:00-11:00 AM (recurring) Meeting type: Decision-focused operational meeting Remote/hybrid: Remote-first (Zoom); hybrid-compatible with shared screen + collaborative doc
Objective (what changes after): The team has a shared, up-to-date view of product health, has made 1-2 explicit decisions on active experiments (ship / kill / extend), and has assigned owners to every cross-functional blocker with a resolution deadline.
Desired outputs:
- Metrics health check -- confirmed understanding of product trajectory (no surprises)
- Decision record for each experiment reviewed (ship / kill / extend + rationale)
- Blocker resolution plan with named owners and deadlines
- Parking lot items routed to the right forum
Decision(s) to be made:
| Decision | Decision owner | Deadline |
|---|---|---|
| Ship / kill / extend Experiment A | Head of Product (PM lead) | End of meeting |
| Ship / kill / extend Experiment B | Head of Product (PM lead) | End of meeting |
| Blocker resolution assignments | Relevant Eng lead or PM | End of meeting |
Attendees + roles (12 people):
| Role | Person | Meeting responsibility |
|---|---|---|
| Facilitator | PM Lead (rotating monthly) | Run agenda, keep time, manage discussion |
| Decision owner | Head of Product | Final call on experiment decisions |
| Note-taker | Rotates weekly (assign in calendar invite) | Live capture in shared doc |
| Timekeeper | Design Lead (or designate) | Call out time warnings at 2-min and 0-min marks |
| Eng Lead -- Backend | Name | Input on feasibility, blockers |
| Eng Lead -- Frontend | Name | Input on feasibility, blockers |
| Eng Lead -- Platform | Name | Input on infrastructure blockers |
| Senior Designer | Name | Input on UX impact of experiment decisions |
| Data Lead | Name | Present metrics, answer data questions |
| Marketing Lead | Name | Input on GTM timing, messaging implications |
| PM -- Growth | Name | Input on growth experiments, funnel impact |
| PM -- Core Product | Name | Input on core feature experiments |
Pre-work (async -- due Monday 5 PM):
- Read: Pre-read doc (metrics dashboard + decision memos + blocker log)
- Comment on: Flag questions, risks, or disagreements in the shared doc
- Bring: Your recommendation on each experiment (ship / kill / extend) and why
Constraints:
- Time box: 60 minutes hard stop (no overruns)
- Must-avoid behaviors: Round-robin status updates, live data exploration, re-reading the pre-read aloud, opening new topics not in the pre-read
- Ground rule: If you haven't read the pre-read, you listen -- you don't ask context questions that are answered in the doc
Section 2: Pre-Read Template
Instructions: This template is populated each week and shared as a Google Doc (or Notion page) by Monday 10:00 AM. All attendees must read and add comments by Monday 5:00 PM.
Weekly Product Review Pre-Read -- Week of [DATE]
Read time: ~10 minutes Action required: Read, comment with questions/disagreements, come with your recommendation on each experiment.
Part A: Metrics Dashboard (Data Lead fills in by Monday 10 AM)
| KPI | This week | Last week | WoW change | 4-week trend | Status |
|---|---|---|---|---|---|
| Weekly Active Users (WAU) | On track / Watch / Alert | ||||
| Activation rate (new users) | On track / Watch / Alert | ||||
| Revenue (MRR) | On track / Watch / Alert | ||||
| Retention (Week-4 cohort) | On track / Watch / Alert | ||||
| NPS / CSAT | On track / Watch / Alert |
Data Lead commentary (3 bullets max):
- [Notable movement and likely cause]
- [Notable movement and likely cause]
- [Anything that needs discussion]
Questions for the team (if any):
- [Data Lead flags anything that needs cross-functional input]
Part B: Experiment Decision Memos (PM fills in per experiment -- max 2)
Experiment 1: NAME
| Field | Detail |
|---|---|
| Hypothesis | [What we believed would happen] |
| Key metric | [Primary success metric] |
| Duration | [Start date -- end date; N weeks] |
| Sample size | [N users per variant] |
| Statistical significance | [Yes/No; p-value or confidence interval] |
Results summary (3 bullets):
- [Primary metric result vs. goal]
- [Secondary metric result]
- [Unexpected finding or caveat]
Options:
| Option | Description | Pros | Cons / Risks |
|---|---|---|---|
| Ship | Roll out to 100% | [List] | [List] |
| Kill | Revert to control | [List] | [List] |
| Extend | Run N more weeks with [change] | [List] | [List] |
PM recommendation: [Ship / Kill / Extend] because [1-sentence rationale]. What would change my mind: [Specific evidence or argument].
Experiment 2: NAME
[Same structure as Experiment 1]
Part C: Blocker Log (Eng Leads update by Monday noon)
| # | Blocker | Owner | Status | Proposed resolution | Cross-functional input needed? |
|---|---|---|---|---|---|
| 1 | Open / In progress / Resolved | Yes (from whom) / No | |||
| 2 | |||||
| 3 |
Part D: Async Comment Section
All attendees: Add your questions, disagreements, or flags below by Monday 5 PM. Tag the relevant person.
Section 3: Timed Agenda
Meeting: Weekly Product Review Duration: 60 minutes (hard stop) Rule: No status updates. If it's in the pre-read, don't repeat it. Discuss, decide, move.
| Time | Min | Segment | Lead | Format | Expected output |
|---|---|---|---|---|---|
| 0:00-0:03 | 3 | Priming -- state objective, mode, decision rights, ground rules | Facilitator | Script (read aloud) | Shared understanding of why we're here and how we'll operate |
| 0:03-0:10 | 7 | Metrics check -- Data Lead highlights only anomalies and items needing discussion (no full readout) | Data Lead | Verbal + screen share | Confirmed: metrics are healthy OR flagged items requiring action |
| 0:10-0:15 | 5 | Metrics Q&A -- clarifying questions only (not problem-solving) | Facilitator | Open Q&A | Outstanding data questions resolved; problem-solving items parked |
| 0:15-0:30 | 15 | Experiment 1 discussion -- PM presents recommendation (1 min), then open debate on trade-offs | PM (experiment owner) | Structured discussion | Trade-offs surfaced; objections heard |
| 0:30-0:33 | 3 | Experiment 1 decision -- Decision owner makes the call | Decision owner | Decide | Decision recorded: ship / kill / extend + rationale |
| 0:33-0:45 | 12 | Experiment 2 discussion -- same structure | PM (experiment owner) | Structured discussion | Trade-offs surfaced; objections heard |
| 0:45-0:48 | 3 | Experiment 2 decision -- Decision owner makes the call | Decision owner | Decide | Decision recorded: ship / kill / extend + rationale |
| 0:48-0:55 | 7 | Blockers -- only blockers requiring cross-functional negotiation (pre-filtered from log) | Eng Lead(s) | Discussion + assign | Each blocker has an owner + deadline OR is escalated |
| 0:55-0:60 | 5 | Close-out -- 3 questions + parking lot + hygiene | Facilitator | Confirm | Written: decisions, actions, who-else-needs-to-know |
Total discussion + decision time: 45 minutes (75% of meeting). Total context-setting: 15 minutes (25%). Exceeds 60% discussion threshold.
Deep-dive off-ramp rule: If any topic needs more than its timebox, the facilitator says: "We're at time. Let's capture what we know, park the rest, and schedule a 30-minute deep dive with [relevant subset] by [date]." This is non-negotiable.
Section 4: Facilitation Script
Opening -- Priming (0:00-0:03)
Facilitator reads aloud:
"Good morning. Welcome to the Weekly Product Review. Let me set the frame for today.
Objective: We're here to do three things: (1) confirm our metrics are healthy or flag what's not, (2) make ship/kill/extend decisions on [Experiment A] and [Experiment B], and (3) resolve any cross-functional blockers.
Meeting type: This is a decision-focused meeting. We are not here for status updates -- those are in the pre-read.
Decision rights: [Head of Product] is the decision owner for experiment calls today. They will make the final call after hearing your input.
Mode: We're optimizing for tactical efficiency. Short, direct input. Disagree openly now so we don't relitigate later.
Ground rules:
- If it's in the pre-read, don't repeat it. Reference it by section.
- We timebox every segment. When I call time, we move on or park it.
- [Note-taker] is capturing decisions and actions live in the shared doc. Speak clearly.
- New topics go to the parking lot -- we don't add agenda items mid-meeting.
Check: Has everyone read the pre-read? [Pause.] Good. Let's go."
Transition: Priming to Metrics Check (0:03)
Facilitator: "[Data Lead], you have 7 minutes. Highlight only what moved significantly or needs team discussion. Skip anything that's on track."
Metrics Check (0:03-0:10)
Data Lead shares screen with dashboard. Talks through anomalies only.
If Data Lead starts reading every row:
Facilitator: "We can see the green rows. Focus us on the yellows and reds -- what needs our attention?"
Transition: Metrics Check to Q&A (0:10)
Facilitator: "Thanks, [Data Lead]. Quick clarifying questions only -- if something needs problem-solving, we'll park it. You have 5 minutes."
Metrics Q&A (0:10-0:15)
If someone starts problem-solving:
Facilitator: "That's a great question but it's a deep dive. Let me add it to the parking lot. [Note-taker], capture that. Let's stay with clarifying questions."
Transition: Metrics to Experiment 1 (0:15)
Facilitator: "Good. Metrics are [healthy / flagged -- we'll address the flag in the parking lot]. Now to decisions. [PM], you have 1 minute to state your recommendation for [Experiment 1], then we'll open for discussion. Remember: the data is in the pre-read. Just give us your call and your top reason."
Experiment 1 Discussion (0:15-0:30)
PM states recommendation (1 minute). Facilitator opens discussion.
Prompts to draw out dissent:
- "Who disagrees with the recommendation? What's your strongest counter-argument?"
- "What are we assuming that might be false?"
- "If we ship this and it fails, what's the most likely reason?"
- "[Marketing], any GTM timing concerns? [Eng], any technical debt implications?"
If discussion stalls or circles:
Facilitator: "I'm hearing two camps: [A] and [B]. The trade-off is [X]. [Decision owner], do you have enough input to decide, or do you need one more specific piece of evidence?"
If someone introduces new data not in the pre-read:
Facilitator: "That's new information. Can you drop it in the doc right now? [Decision owner], does this change your thinking enough to defer, or can we decide with what we have?"
Transition: Experiment 1 Decision (0:30)
Facilitator: "Time check: we're at 30 minutes. [Decision owner], you've heard the input. What's the call on [Experiment 1]?"
Experiment 1 Decision Capture (0:30-0:33)
Decision owner states the decision. Facilitator confirms.
Facilitator: "[Note-taker], please read back the decision."
Note-taker: "Decision: [Ship/Kill/Extend] [Experiment 1]. Rationale: [1 sentence]. Owner for follow-up: Name. Deadline: [Date]."
Facilitator: "[Decision owner], is that accurate? Good. Moving on."
Experiment 2 Discussion + Decision (0:33-0:48)
Same structure as Experiment 1. 12 minutes discussion + 3 minutes decision.
Transition: Experiments to Blockers (0:48)
Facilitator: "Two decisions made. Nice work. Now blockers. [Eng Lead], which blockers from the log need cross-functional help? Skip anything you can resolve within Eng. You have 7 minutes."
Blockers (0:48-0:55)
Format: Eng Lead names the blocker, proposed resolution, and what they need from another function. The relevant person responds. Facilitator captures owner + deadline.
If a blocker becomes a deep dive:
Facilitator: "This needs more than 2 minutes. Name and Name, can you schedule a 30-minute session this week? [Note-taker], capture the blocker, the two owners, and a deadline for the follow-up meeting."
Close-Out (0:55-1:00)
Facilitator: "We're at 55 minutes. Let's close. Three questions.
Question 1: What did we decide? [Note-taker reads back the decisions from the log.]
Question 2: Who does what by when? [Note-taker reads back action items.]
Question 3: Who else needs to know? [Facilitator asks:] 'Do any of these decisions affect teams not in this room -- Sales, Support, Customer Success, Leadership? Who's responsible for informing them?'
Parking lot review: We parked [N] items. [Facilitator assigns each parked item to an owner for follow-up or routes to the right meeting.]
Hygiene check (monthly): 'Last item -- once a month I'll ask: is this meeting still earning its 60 minutes? Anything we should change? [Pause for 15 seconds.] Okay, we're done. Thanks everyone.'"
Section 5: Notes + Decision Log Template
Instructions: This is a live shared document (Google Doc or Notion). The note-taker fills it in during the meeting. It becomes the permanent record.
Weekly Product Review Notes -- [DATE]
Attendees: [List names or note absences] Facilitator: Name | Decision owner: Name | Note-taker: Name | Timekeeper: Name
Meeting summary (3 bullets)
- [Most important decision or outcome]
- [Second most important decision or outcome]
- [Key blocker resolved or escalated]
Metrics Health Check
| KPI | Status | Notes |
|---|---|---|
| WAU | On track / Watch / Alert | |
| Activation rate | ||
| Revenue (MRR) | ||
| Retention (Week-4) | ||
| NPS / CSAT |
Flagged items requiring follow-up:
- [Item]: [Owner] will [action] by [date]
Decisions
| # | Decision | Options considered | Rationale | Decision owner | Date | Status |
|---|---|---|---|---|---|---|
| 1 | [Ship / Kill / Extend] [Experiment name] | Ship, Kill, Extend | [1-2 sentence rationale] | Name | [Date] | Decided |
| 2 | [Ship / Kill / Extend] [Experiment name] | Ship, Kill, Extend | [1-2 sentence rationale] | Name | [Date] | Decided |
| 3 | [Blocker resolution decision, if any] | Name | [Date] | Decided / Deferred |
Action Items
| # | Action | Owner | Due date | Notes / Dependencies |
|---|---|---|---|---|
| 1 | ||||
| 2 | ||||
| 3 | ||||
| 4 | ||||
| 5 |
Parking Lot
| # | Topic | Raised by | Routed to | Follow-up owner | Follow-up deadline |
|---|---|---|---|---|---|
| 1 | |||||
| 2 |
Async Follow-ups Needed
| Who needs to know | What they need to know | Who informs them | By when |
|---|---|---|---|
Section 6: Follow-Up Email Template
Instructions: Sent by the note-taker (or facilitator) within 4 hours of the meeting. Keep it scannable.
To: [All attendees + stakeholders who need to know] Subject: [Product Review] Decisions + Actions -- Week of [DATE]
Hi team,
Here's the summary from today's Weekly Product Review. Full notes and decision log: [LINK TO SHARED DOC]
Decisions Made
-
[Experiment 1 name]: [SHIP / KILL / EXTEND]
- Rationale: [1 sentence]
- Follow-up owner: Name -- [specific next step] by [date]
-
[Experiment 2 name]: [SHIP / KILL / EXTEND]
- Rationale: [1 sentence]
- Follow-up owner: Name -- [specific next step] by [date]
Action Items
Blockers Resolved / Escalated
- [Blocker 1]: [Resolution or escalation path]. Owner: Name. Deadline: [Date].
- [Blocker 2]: [Resolution or escalation path]. Owner: Name. Deadline: [Date].
Who Else Needs to Know
- Name will inform [Sales / Support / Leadership / etc.] about [decision] by [date].
Parking Lot (Scheduled for Follow-Up)
- [Topic]: [Owner] scheduling a 30-min deep dive with [Names] by [date].
Next Product Review: [Day, Date, Time]. Pre-read due: [Day, Date, Time].
Thanks, [Facilitator / Note-taker name]
Section 7: Risks, Open Questions, and Next Steps
Risks
| # | Risk | Likelihood | Impact | Mitigation |
|---|---|---|---|---|
| 1 | Pre-read compliance drops off. People stop reading the pre-read and context questions resurface in the live meeting, eating into discussion time. | Medium | High -- meeting reverts to status-in-disguise | Facilitator enforces the ground rule: "If it's in the pre-read, we skip your question." After 2 weeks of non-compliance, the team lead addresses it directly. |
| 2 | Meeting creep. Over time, additional agenda items get added ("just one more thing") and the meeting expands back to 75-90 minutes. | Medium | Medium -- erodes trust in the format | Facilitator holds the hard stop at 60 minutes. Any overflow goes to parking lot. Monthly hygiene check reviews whether the meeting is staying on scope. |
| 3 | Decision owner is absent. If the Head of Product is out, experiment decisions may be deferred, creating a backlog. | Low | High -- decisions pile up | Designate a standing delegate (PM Lead or VP Eng) with pre-authorized decision rights when the primary decision owner is unavailable. |
| 4 | Too few experiments some weeks. If no experiments are ready for review, 30 minutes of the agenda is empty. | Low | Low -- wasted time | Facilitator repurposes experiment time for a deeper metrics discussion or a forward-looking topic from the parking lot. If there are no decisions to make, shorten the meeting to 30 minutes that week. |
| 5 | 12 people is too many for real discussion. Cross-functional representation is valuable but 12 voices may mean some people never speak. | Medium | Medium -- silent participants disengage | Rotate "required" vs. "optional" attendees based on the week's experiments. Aim for 7-8 required + 4-5 optional (attend only if experiments touch their area). |
Open Questions
- Who is the first note-taker? The rotation needs to be seeded with a first volunteer and a published schedule.
- Where does the shared doc live? Confirm whether the team uses Google Docs, Notion, or Confluence. The templates above are format-agnostic but the doc needs a persistent home and a consistent URL.
- What is the experiment review cadence? Are there always 2 experiments per week, or does this vary? If variable, the facilitator needs a rule for how to fill or shorten the agenda.
- Should the meeting be recorded? Remote-first teams often record for async catch-up, but this can reduce candor. Decide as a team.
- Integration with sprint planning: If the team runs sprints, how does the Tuesday Product Review relate to sprint ceremonies? Ensure experiment decisions flow into sprint planning without creating a separate status sync.
Next Steps
| # | Action | Owner | Deadline |
|---|---|---|---|
| 1 | Circulate this Meeting Pack to all 12 attendees for feedback | PM Lead (Facilitator) | This week |
| 2 | Set up the recurring calendar invite with the agenda and pre-read template link in the description | PM Lead | This week |
| 3 | Create the shared doc (metrics dashboard + decision memo + blocker log + notes template) in the team's doc tool | Data Lead + PM Lead | This week |
| 4 | Publish the note-taker rotation schedule (12-week rotation) | PM Lead | This week |
| 5 | Run the first meeting using this pack | PM Lead (Facilitator) | Next Tuesday |
| 6 | After the first meeting, do a 5-minute retro: "What worked? What to change?" | Facilitator | Next Tuesday (end of meeting or async) |
| 7 | After 4 weeks, conduct a hygiene audit: keep / shorten / split / kill? | PM Lead | 4 weeks from launch |
Section 8: Meeting Hygiene Recommendations
Based on the diagnosis that the current meeting devolves into status updates and runs over, here are specific, actionable changes:
-
Kill the status round-robin. Move all status updates to the async pre-read. The live meeting starts with discussion, not reporting. This alone should recover 20-25 minutes per week.
-
Enforce the hard stop. The meeting ends at 60 minutes. No exceptions. The facilitator gives a 5-minute warning at 0:55 and starts the close-out script. Overruns signal agenda bloat, not insufficient time.
-
Cap experiments at 2 per week. If more experiments need review, prioritize by decision urgency. The rest go to next week or to a dedicated async decision doc.
-
Separate strategy from operations. If strategic topics keep surfacing (roadmap direction, market positioning, competitive response), do not let them colonize this meeting. Schedule a separate monthly 90-minute strategic discussion with a smaller group (PM leads, Head of Product, Eng leads).
-
Shrink the invite when possible. 12 people is the ceiling, not the floor. Each week, mark attendees as "Required" (those whose input is needed for this week's experiments/blockers) or "Optional" (those who should read the follow-up but don't need to be live). Target 7-8 required.
-
Monthly hygiene retro. On the first Tuesday of each month, add 5 minutes at the end for: "Is this meeting still earning 60 minutes of 12 people's time? What should change?" Make one concrete improvement per month.
Quality Gate: Rubric Self-Assessment
| # | Dimension | Score | Evidence |
|---|---|---|---|
| 1 | Objective clarity | 2 | Objective is specific: "shared metrics view + 1-2 experiment decisions + blocker owners with deadlines." You can answer "what will be different after this meeting?" in one sentence. |
| 2 | Right meeting format | 2 | Decision-focused operational format chosen; status-in-disguise explicitly eliminated; operational and strategic are separated. |
| 3 | Discover/Discuss/Decide separation | 2 | Pre-read covers all discovery (metrics, experiment data, blockers). 67-75% of live time is discussion + decision. Decisions are captured explicitly with rationale. |
| 4 | Pre-read quality | 2 | Pre-read includes metrics dashboard, structured decision memos with options/pros/cons/recommendation, blocker log, and async comment section. Attendees can arrive ready to discuss. |
| 5 | Agenda quality | 2 | Timed agenda with 3 topics, each segment has an explicit expected output, discussion time is 75% of the meeting, deep-dive off-ramp rule is defined. |
| 6 | Facilitation readiness | 2 | All 4 roles assigned (facilitator, decision owner, note-taker, timekeeper). Full facilitation script with priming, transition cues, discussion prompts, "if stuck" branches, and close-out questions. |
| 7 | Decision/action capture | 2 | Decision log template with options considered, rationale, owner, date, and status. Action items table with owner and due date. Both are filled live. |
| 8 | Close-out alignment | 2 | Close-out script explicitly asks all 3 questions: what did we decide, who does what by when, who else needs to know. Note-taker reads back decisions. |
| 9 | Follow-up quality | 2 | Follow-up email template sent within 4 hours with decisions, actions, blockers, stakeholders to inform, and link to full notes. |
| 10 | Hygiene improvements | 2 | 6 specific, actionable hygiene recommendations: kill status round-robin, enforce hard stop, cap experiments, separate strategy, shrink invite, monthly hygiene retro. |
| Total | 20/20 |
Passing bar: 16/20. Score: 20/20. Pass.
Checklist Verification
A) "Is a meeting needed?" checklist
- The goal requires real-time discussion (experiment trade-offs, blocker negotiation).
- The decision owner (Head of Product) will attend.
- There is a draft pre-read with shared context (metrics + decision memos).
- The meeting has clear primary outputs (decisions + blocker resolutions).
- Attendees are the minimum set needed to discuss and act (12 cross-functional, with optional attendance recommended).
B) Pre-meeting checklist
- Meeting brief completed (objective, type, outputs, roles).
- Pre-read template created with 24h lead time.
- Agenda is timed; 3 topics max.
- Roles assigned: facilitator, decision owner, note-taker, timekeeper.
- Deep dive off-ramp defined (parking lot + follow-up scheduling).
C) In-meeting facilitation checklist
- Priming script written (objective, mode, decision rights, ground rules).
- Discussion prompts and "if stuck" branches included.
- Live capture in notes template.
- Timebox enforcement with transition cues.
- Escalation path: facilitator summarizes trade-offs, asks decision owner to choose.
D) Close-out checklist
- "What did we decide?" -- note-taker reads back.
- "Who does what by when?" -- action items with owners + due dates.
- "Who else needs to know?" -- stakeholders named + inform-owner assigned.
- Open questions recorded with owner and plan.
E) Post-meeting checklist
- Follow-up email template with 4-hour target.
- Decision log with rationale.
- Action items table ready for tracker entry.
- Hygiene recommendations: keep/kill/shorten/split guidance provided.