Adjustment Meeting Template
The weekly adjustment meeting is a consistent opportunity for team members to review and adjust actions. This standing meeting creates a structured focus on the team’s goals. The adjustment meeting is quick (about 20 minutes) and includes a review of wins from the prior week, progress toward goals, barriers or challenges, assistance needed from team members, and the plan for next step priorities. The goals and priorities in the adjustment meeting template are updated each quarter, to reflect the organization’s strategic direction.
Team members prepare for the meeting by entering their individual updates ahead of time. During the meeting, the leader leads the team as they note wins, discuss action adjustments needed to address challenges, and state priority areas of focus for the week. The leader also ensures alignment of individual and team actions to overall organizational goals.
Quick wins are entered from the previous week that support achievement of quarterly goals. Recognition of team members providing exceptional service and support is also included in this section.
The goal owner updates the progress status for each quarterly goal. Progress is updated and supported with data throughout the quarter. A color-coding process is included for this portion of the update. Goal owners determine if the data indicate on-track for meeting goal (green), below goal but making progress (yellow), and not on track to meet goal (red). Teams may also indicate exceeded goal (blue).
BARRIERS, CHALLENGES, ASSISTANCE NEEDED
Team members indicate any barriers and challenges for the team to discuss. Assistance needed from other team members is also noted.
NEXT STEPS/PRIORITIES FOR THE WEEK
The 1-2 top priorities for the week are noted for each team member. Next steps may be adjusted during the meeting as progress and challenges are discussed.
The tough questions section increases transparency and ownership of goals and actions. This section is typically used by team members to gain clarity or make suggestions about processes or upcoming decisions. The person asking the question is listed in the Owner column. Incorporating tough questions during the adjustment meeting is one way to reduce “the meeting after the meeting” productivity barrier.