Portfolio review
Every other week, one turn per project: the people working on it give its health, what moved, the next milestones and the risks; the ones in trouble go first.
Check-in: ProgressNext milestonesRisks and needsDecisions to take
Steering committee
The monthly steering committee: progress, risks and the decisions to take, recorded in minutes everyone can find again.
- Every month, 60 min
- 5 min to speak, each
Free. Your first meeting starts from this template, and everything stays editable.
Who it’s for
Project sponsors, heads of department and partners who oversee a project or a programme once a month.
Why this format
- Decisions are preparedThe decisions to take are listed beforehand with their context, so the committee arrives ready to decide.
- Decisions are keptEach decision is logged with its date and the people present, and stays searchable afterwards.
- Risks don't hideA section of their own keeps risks in front of the sponsors before they become problems.
What everyone prepares
Before the meeting, each person fills in their check-in in a few minutes, from a computer or a phone. Here is one, as it looks in Ronde.
Progress
- Phase 1 delivered on time
- 80% of users moved to the new tool
Decisions to take
- Approve the extra training budget
- Choose the hosting provider
Risks
- Data migration two weeks late
Next steps
- Start phase 2 on 1 December
How a session runs
- IntroEveryone joins, in the room or on the call: the screen shows who is here and what is on the agenda.
- Round table5 min eachEach person in turn shares their check-in, with a timer; the others raise a hand, react or say thanks.
- Open topicsThe subjects raised along the way, with the decisions taken and the follow-up actions.
- Wrap-upThe minutes are ready: decisions, actions and their owners, everyone’s check-in.
Ready with this template
Each meeting turns modules on or off as it likes; these come switched on.
- Raised hands and questionsRaise a hand or ask a question during a turn: a questions step follows that turn.
- TimeboxA topic of its own on the agenda, with its own duration and its notes in the minutes.
- Decision logEvery “Decision:” line of the notes, from every session, in one searchable list open to the whole team.
Tips to run it well
- Ask for check-ins two days ahead: members read them and come with questions, not discoveries.
- Keep the decision log open during the meeting: it becomes the committee's memory from one month to the next.
Similar templates
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Check-in: Key figuresWinsPrioritiesEscalations
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