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Process Improvement Meeting Template

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Drive positive change with this Process Improvement Meeting Agenda Template. This template is designed to guide a structured and focused discussion, from the identification of issues to the planning and evaluation of improvements.

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Process Improvement Meeting Template
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  • Pick a template

    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 process improvement meeting agenda template?

1🔭 Analysis of current process

Dive into a detailed examination of the current process, identifying pain points and areas for improvement.

2🎯 Goals and objectives

Clearly define the goals and objectives of the process improvement initiative. Consider industry best practices and benchmarks that could inform improvements.

3🧠 Brainstorming and idea generation

Open the floor for creative ideas and solutions to enhance the process. As you come up with ideas, make a note of what technology or resource requirements would be needed.

4🔢 Prioritization and selection

Evaluate and rank the brainstormed ideas and prioritize them based on impact and feasibility.

5🛠️ Implementation plan

Formulate a step-by-step action plan to implement the selected process improvements including timelines and responsibilities.

6👀 Progress monitoring and evaluation

Establish checkpoints to track the progress of process improvements and evaluate their effectiveness. Define metrics and criteria to evaluate the success of the implemented process changes.

7✅ Action items

Document key decisions and next steps.

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Fellow is the only all-in-one AI meeting transcription and management software for remote and hybrid teams. Have fewer, more effective meetings and 1-on-1s with AI, behavior-driving features, and seamless integrations.

  • Brittany Forsyth
    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
    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
    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
    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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