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Partnership Check-In Meeting Template

Use this partnership check-in template to build trust and and communicate continuously with partners.

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    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Partnership Check-In Meeting Template:

1 Relationship building

You might pose a different question each time or consistently respond to the same prompt, such as “Share one highlight from the past week.”

2 Program and partnership check-in

Share your perspectives on how things have been going since you last met.

3 Timely topic

Choose a topic from the list above, or another topic that is relevant and timely for your partnership.

4 Upcoming

Discuss opportunities, events, changes, etc. impacting the partnership that may occur between now and your next meeting.

5 Action items

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

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