Leadership team meeting template
A leadership team works best when every meeting ends with clear decisions and someone in charge of each one. This template separates what’s reported from what’s decided, and records what will be shared with the rest of the company afterwards.
When to use it
- Weekly or monthly senior team meetings.
- Quarterly results reviews.
- Meetings where you need to prioritise investment, hiring or projects.
The template
- 1
Status and key figures
The figures the team always tracks (sales, cash, customers, headcount) and what has changed since the last meeting.
- 2
Items to decide
Each matter that needs a decision, who brings it, the options available and what’s known about each.
- 3
Decisions
What’s decided on each item, in one sentence, and what’s put off until later and why.
- 4
Risks and blockers
What could go wrong or is already holding something up, and who’s keeping an eye on it.
- 5
Tasks
What needs doing after the meeting, with an owner and a date.
- 6
What we communicate
Which decisions are shared with the rest of the company, with whom, when and who does it.
To get it right
- Send the items to decide before the meeting so nobody arrives cold.
- Keep reporting time apart from deciding time: the first can be done in writing.
- Close each item with a decision or with the date when it will be made.
- Start by reviewing the tasks from the previous meeting.
With Echo, without writing it
- 1
Create the analysis type
In Settings, AI analysis, click “New template” and call it “Leadership team”. Under “General instructions” you can ask for a tone or for anything that mustn’t be left out.
- 2
Add the sections
For each section of this template, fill in “Section title”, choose the “Format” (List or Paragraph) and describe in “What it should include” what’s explained above. “Add section” takes you up to 12. Click “Save template”.
- 3
Use it in your meetings
Choose it under “Type of analysis” before you start in Live or Record, set it as your “Template for your uploads” or, in a meeting that’s already transcribed, pick it in the Summary tab and click “Generate”.
- 4
Have it applied automatically
In Settings, Automations, click “New automation”, type words such as “leadership, exec” under “Has in its title” and choose your template under “Analyse it as”. It applies when no other type was chosen at upload.
Frequently asked questions
Isn’t Echo’s built-in “Meeting” type enough?
It may be: it gives you a summary, tasks with owner and date, decisions and chapters, and the tasks go straight to the Tasks page. This template adds key figures, risks and what’s communicated.
Can I ask about decisions from months ago?
Yes. In Ask you can question all your transcripts at once, and the answer cites the meeting and the minute it was said.
Who can see the leadership team’s recordings?
You do or, in a team workspace, whoever has access. You can keep them in a restricted folder and choose who sees them under “Who has access”.
Other templates
- Board meeting minutesDetails, attendance, resolutions and votes, in order.
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- Weekly team meetingWhat got done, priorities, blockers and tasks.
- Project status meetingStatus, milestones, risks, changes and next steps.
- RetrospectiveWhat went well, what didn’t and what we change.
- Competency-based interviewProfile, topics, quotes and conclusions per candidate.Built into Echo
- Sales callNeeds, objections, budget and next steps.Built into Echo
- Client meetingWhat they ask for, what’s agreed and what’s open.
- Medical consultationReason, symptoms, history, examination and plan.Built into Echo
- Press conferenceAnnouncement, figures, questions and timed quotes.
- Lecture or trainingSummary, key concepts, examples and review.Built into Echo
- Council plenary sessionAttendance, debate, votes and resolutions per item.
Try it with your next meeting.
Create your account in a minute or ask us for a demo for your team.
