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Research Team Check-In Meeting Template

Use this meeting template for a productive check-in with your research team.

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Research Team Check-In Meeting Template

“Understanding human needs is half the job of meeting them.”- Adlai E Jr Stevenson

Whether you want to make a new product or service or introduce the new product to your consumers, the research helps you refine the product and come up with ways to market it or even know how it will solve your customers’ problems. That’s essentially what your business needs to do, give solutions to the consumer, and you won’t know what to develop if you haven’t done proper research.

Most companies assign the research to a specific team, which will undertake the task as the management requires. As the research team’s leader, it’s your job to ensure everyone is on board with the project, and research team meetings are super important.

Through the meetings, you will know how well or poorly the research is coming up, what you need to rectify and the current findings of the project. Depending on the enormity of the research project, you can decide to hold the meetings at a frequency that works for everyone involved. Still, some organizations have them daily, and others do them weekly, which is the most common meeting frequency.

All the team members involved with the research must attend the meeting, and a stakeholder and a couple of personnel from the management can join them too. That way, the upper management knows the research progress and how to move forward.

How to Use a Research Team Check-In Meeting Template

To help organizations like yours hold efficient project implementation checkpoint meetings, we, the fellows at Fellow, came up with this easy-to-use Research Team Check-In Meeting Template. The template has four parts, findings, issues, learnings and priorities, all of which should be part of the agenda.

Sometimes meetings can be tedious and considering that some of these are weekly team meetings, it’s essential to follow some of these practices to ensure an effective meeting. Planning is vital despite the check-in meetings being short.

  • Always stick to the meeting agenda. This will keep the meeting short, as you will only discuss the most critical points outlined in the agenda items and save time.
  • Finish with concise takeaways. When doing research, there is a lot of information to sift through; sometimes, it can get lost within the meeting. Strive to ensure that everyone leaves the meeting with a clear picture of what they should do.
  • Make sure the team feel like the meeting was helpful. The objective of the meeting is to know how the research is coming up and refine the action items to fit the bigger picture. Your feedback is essential to your team, as it helps them fix mistakes and shows you appreciate their research work.

What’s inside this Research Team Check-In Meeting Template:

Check-in meetings need to be efficient and to achieve that, use this meeting template for a productive check-in with your research team. The template is easy to use and has four agenda sections that conveniently cover the bases for effective team meetings.

1 🔍 Findings

“Research means that you don’t know, but are willing to find out” – Charles F. Kettering

This is where the team members list the findings for the week and the respective sources. By discussing the results, you’ll know whether the research project is on track or if there are parts that are lagging. The findings also paint a picture of whether you should adjust the project by putting more time on one more thing than the other, refining the plan in the process.

2 ⛔️ Issues

List any issues from the research this week.

During their research during the week, did the team face any issues? If so, what were they? Once you have established the problems they faced, you can quickly find ways to solve them, especially if they massively hinder the research. Some might be solved promptly, while others might take some time, but the point is that the problem has been noticed and is getting solved.

3 📚Learnings

List any learnings from this week.

Is there anything the team learned during the week while doing the research? If there is, you should list it and apply the knowledge in the subsequent weeks. That will help keep the research project running smoothly.

4 ❗️Priorities

List your priorities for this week.

Once you have discussed all the findings, issues and lessons learnt during that research week, it’s time to set the coming week’s priorities. What do you need to achieve? What’s every member’s task for the week? Which research point should be handled first? Deliberating on the priorities ensures that everyone knows what they need to do within the week.

Whether you’re holding the research check-in meeting daily or every week, the task shouldn’t be daunting, and that’s where our research meeting agenda comes in. At Fellow, we love meetings and strive to make them coherent. Research management is essential for any organization, and with our project research team check-on meeting template, you and your team will be able to know how much you’ve done and what needs to be changed every week.

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

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