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Cross-Functional Team Update Meeting Template

Use this meeting template to facilitate a cross-functional touchpoint and synergize activities. Discuss the current projects, roadblocks and future plans!

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What’s inside this Cross-Functional Team Update Meeting Template:

1Celebration of company achievements🎉

Examples: new product launches, funding goals, successful events, new clients, milestones met.

2Roundtable🎤

One individual from each team presents the talking points below for the rest of the team.

3Progress on commitments

How did you (and your team) do on the plans you committed to last time?

  • Marketing
  • Sales
  • Customer Success

4Unexpected events

What came up that you didn’t anticipate?

  • Marketing
  • Sales
  • Customer Success

5Plans

What are you (and your team) working on next?

  • Marketing
  • Sales
  • Customer Success

6Problems

Where are you blocked and where do you need help?

  • Marketing
  • Sales
  • Customer Success

7Personal

Is there anything non-work-related you’d like to share?

  • Marketing
  • Sales
  • Customer Success
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About the author

Fellow.app

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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