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Marketing Project Check-In Meeting Template

Use this marketing project check-in template as a guideline to discuss project goals, updates, learnings, action items and overall progress on marketing initiatives.

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What’s inside this Marketing Project Check-In Meeting Template:

1 💪 Numbers and Goals

List the metrics you have achieved so far and the overall goals we are working towards.

2 💬 Questions

Anything you’d like to ask or bring up at the meeting?

3🆕 Updates

Discuss the overall status of the project and progress on individual objectives.

4 👩‍🔬 Learnings

Share new learnings or insights as you move through the project.

5 ✅ Action Items

What came out of this meeting? What are our next steps?

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About the author

Manuela Bárcenas

Manuela Bárcenas is the Head of Marketing at Fellow.app, where she leads a team that develops content, programs, and community initiatives to help managers and their teams work better together. Areas of expertise include Meeting Productivity, Management, and Professional Development. Outside of work, she can be found listening to an audiobook or dancing to Latin music!

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    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.”

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    Head of Customer Success, KeepTruckin

    “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.”

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    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.”

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    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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