Execute

Gather and share out the most recent project updates to key stakeholders. Send your updates via e-mail directly from this doc.

Team Meeting Notes

Use this to structure, document and run an effective team meeting. Click one of the pages below to get started or start filling out the Team Meeting Notes.

Memo/Recommendation

Succinct executive summary centered around a specific problem to facilitate a decision or information sharing.

Now it’s time to manage the execution of the plans you’ve just developed. We recommend a kickoff meeting at the start of a new project with all relevant stakeholders. Provide space for stakeholders to highlight potential gaps or risks. Set norms for how the team will work together (e.g. comms plan, meeting cadence, decision-making process).

You have four goals during this time:

Keep the trains running with high standards for both speed and quality. Use the Project Management Tracker to consistently check-in with each team to truly understand if they’re on track or at risk.

Communicate clearly and proactively. Manage the flow of information across stakeholders with the

Status Sync Updates⁠

and within your team using the

Team Meeting Notes⁠

template.

Identify headwinds and capitalize on opportunities. Keep an eye out for all the “known unknowns” and move quickly when you see potential white space. Use the

Memo/Recommendation⁠

doc to unlock quick decision-making with stakeholders and sponsors.

Make a copy of just the Status Sync Updates

here⁠

Make a copy of just the Team Meeting Notes

here⁠

Make a copy of just the Memo/Recommendation

here⁠

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