תבנית סיכום פגישה — הערות שנוצרו ב-AI עם פריטי פעולה

# 1:1 — [Manager] / [Report] — [YYYY-MM-DD]

**Duration:** 30 min
**Next 1:1:** [YYYY-MM-DD]

## What's going well
- [highlight 1]
- [highlight 2]

## What's blocking you
- [blocker — what's needed to unblock]

## Feedback (both directions)
- From manager → report: [feedback]
- From report → manager: [feedback]

## Career / growth check-in
- [skill area being developed, current progress]

## Action items
- [ ] [task] — owner — due [date]
- [ ] [task] — owner — due [date]

## Topics for next 1:1
- [carry-over item]

# Team Standup — [Team Name] — [YYYY-MM-DD]

**Attendees:** [names]
**Absent:** [names]

## Yesterday / last week
- [Person]: [what shipped or progressed]
- [Person]: [what shipped or progressed]

## Today / this week
- [Person]: [what's planned]
- [Person]: [what's planned]

## Blockers
- [blocker] — [who needs help, from whom]

## Decisions made
- [decision] (decided by [person])

## Action items
- [ ] [task] — owner — due [date]
- [ ] [task] — owner — due [date]

## Parking lot (revisit later)
- [topic that came up but wasn't resolved]

# Executive Review — [Q# YYYY] — [YYYY-MM-DD]

**Attendees:** [exec names + titles]
**Prepared by:** [name]

## TL;DR (3 sentences)
[What was reviewed. The headline conclusion. The single most important next step.]

## Performance vs targets
| Metric | Target | Actual | Delta |
|---|---|---|---|
| [metric] | [#] | [#] | [+/- #] |
| [metric] | [#] | [#] | [+/- #] |

## Key decisions
1. [decision] — rationale: [why] — owner: [name]
2. [decision] — rationale: [why] — owner: [name]

## Risks raised
- [risk] — likelihood: [low/med/high] — owner: [name]
- [risk] — likelihood: [low/med/high] — owner: [name]

## Resource / budget requests
- [request] — amount: [$ or headcount] — decision: [approved / parked / declined]

## Action items
- [ ] [task] — owner — due [date]
- [ ] [task] — owner — due [date]

## Next review
[YYYY-MM-DD] — agenda owner: [name]

# All-Hands — [YYYY-MM-DD]

**Recording:** [link]
**Slides:** [link]

## Headlines (read this if nothing else)
- [headline 1]
- [headline 2]
- [headline 3]

## Business update
- Revenue / growth: [#]
- Key wins: [customer / deal / launch]
- Key losses or misses: [what happened, what we're doing]

## Team updates
- [Team]: [highlight]
- [Team]: [highlight]

## New hires / departures
- Welcome: [name, role]
- Farewell: [name, role]

## Strategy / priorities for next quarter
1. [priority]
2. [priority]
3. [priority]

## Q&A summary
- Q: [question] — A: [answer]
- Q: [question] — A: [answer]
- (Unanswered questions to follow up: [list])

## How to give feedback
[form link, Slack channel, or office hours info]

# Client Meeting — [Client Name] — [YYYY-MM-DD]

**Attendees (client side):** [names + titles]
**Attendees (our side):** [names + titles]
**Meeting purpose:** [one sentence]

## Summary
[2–3 sentences: what was discussed, where we landed.]

## What the client confirmed
- [scope item / approval / acceptance]
- [scope item / approval / acceptance]

## Deliverables agreed
| Deliverable | Owner | Due date | Format |
|---|---|---|---|
| [item] | [our name] | [YYYY-MM-DD] | [doc/asset/code] |
| [item] | [client name] | [YYYY-MM-DD] | [doc/access/feedback] |

## Open items (needs client decision)
- [ ] [question] — needed from: [client name] — by [date]
- [ ] [question] — needed from: [client name] — by [date]

## Risks / concerns raised
- [concern] — how we're addressing it: [plan]

## Next meeting
[YYYY-MM-DD] — agenda preview: [topics]

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*Sent within 24 hours so this doubles as written confirmation of scope.*