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Senior Leadership Team Meeting Template

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Ensure that your business engine is running smoothly by hosting monthly Senior Leadership Team (SLT) meetings with this agenda template curated by David Cancel, CEO at Drift.

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Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Senior Leadership Team Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Senior Leadership Team Meeting
Today @ 10:30 - 11 AM
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Senior Leadership Team Meeting Template
By David Cancel
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
Use template

  • 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 David Cancel’s Leadership Meeting Template:

1 📊 Dashboard overview

Ask all functional leads to present an overview of their team’s progress.

  • Goals
  • Sub-processes
  • Wins
  • Opportunities

2 💡 Observations and learnings

Discuss anecdotes from customers, feedback, and any other lessons that might benefit the leadership team as a whole.

  • Customer anecdotes
  • Employee feedback
  • Strategic learnings

3 💬 Asks

Discuss what do the rest of the leadership team’s functional teams require as well as actions and follow-up.

  • How can other teams/leaders in the company support your goals?
  • What action items came out of this meeting?
Listen to this interview with David Cancel (template author):
https://open.spotify.com/episode/0V536KiXI5t3zRX4mSRzYU?si=skSHFAyAQUqQfsXClzppbg
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Get this free template
Template preview
David Cancel

Template by

David Cancel

David Cancel is the co-founder and CEO of Drift, the world’s first conversation marketing and sales platform. David is best known for creating hypergrowth products and product teams at companies including Drift, HubSpot, Performable, Ghostery, and Compete.

  • 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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