Check-in templates for Slack and Microsoft Teams

Yesterday, today, blockers

Weekdays at 09:00

1. What did you do yesterday? · opens with last time's plan
2. What will you do today? · carried into the next check-in
3. Any blockers? · tracked on the blocker board (Pro)

What got done, what carries over

Weekdays at 17:00

1. What did you finish today? · opens with last time's plan
2. What are you picking up tomorrow? · carried into the next check-in
3. Is anything slowing you down? · tracked on the blocker board (Pro)

One update a week instead of five

Fri at 14:00

1. What did you get done this week? · opens with last time's plan
2. What's the plan for next week? · carried into the next check-in
3. Anything blocking you? · tracked on the blocker board (Pro)
4. Anything the team should know?

Top priority for the week

Mon at 09:00

1. How did last week's priority go? · opens with last time's plan
2. What's your top priority this week? · carried into the next check-in
3. What do you need from the team to get it done? · tracked on the blocker board (Pro)

Wins and thank-yous to end the week

Fri at 15:00

1. What's one win from this week?
2. Who helped you this week, and how?

On track, at risk or off track

Wed at 09:00

1. How is your project tracking? (On track / At risk / Off track)
2. What moved forward since the last update? · opens with last time's plan
3. What's next? · carried into the next check-in
4. What's blocking progress? · tracked on the blocker board (Pro)

Pipeline moves and where you need help

Weekdays at 17:00

1. Which deals moved forward today? · opens with last time's plan
2. Who are you following up with tomorrow? · carried into the next check-in
3. Where could you use help? · tracked on the blocker board (Pro)

What the next shift needs to know

Weekdays at 17:00

1. Which open tickets are you handing over?
2. Anything urgent the next shift should know?
3. Did you see the same issue more than once today?

One light question for remote teams

Mon at 10:00

1. What's one thing you're looking forward to this week?

What went well, what didn't

Fri at 09:00

1. What went well?
2. What could be better?
3. Action items?

Went well, went badly, try next

Every 2 weeks · Fri at 09:00

1. How did this sprint go overall? (1 = Badly · 5 = Very well)
2. What went well this sprint?
3. What didn't go well?
4. What should we try next sprint?

Commitments and risks before planning

Every 2 weeks · Mon at 09:00

1. What did you finish from last sprint's commitments? · opens with last time's plan
2. What are you committing to this sprint? · carried into the next check-in
3. Any risks or dependencies we should know about? · tracked on the blocker board (Pro)

Custom questions, structured answers

Every 2 weeks · Fri at 09:00

1. How are you feeling about work lately? (1 = Not great · 5 = Great)
2. What's one thing we could improve?

Employee loyalty score, 0 to 10

Every 3 weeks · Fri at 09:00Anonymous on Pro

1. How likely are you to recommend us as a place to work? (0 = Not likely · 10 = Extremely likely)
2. What's the main reason for your score?

Quick weekly mood check

Fri at 09:00

1. How was your week? (1 = Rough · 5 = Great)
2. How's your workload? (Too light / Just right / Too heavy)
3. Anything on your mind?

Recognition, resources and retention

Last Thu of month at 09:00Anonymous on Pro

1. I feel recognized when I do good work. (1 = Strongly disagree · 5 = Strongly agree)
2. I have what I need to do my job well. (1 = Strongly disagree · 5 = Strongly agree)
3. I can see myself working here a year from now. (1 = Strongly disagree · 5 = Strongly agree)
4. What's one thing we should change?

Weekly check-in for the first months

Thu at 09:00

1. How is your first stretch going? (1 = Rough · 5 = Great)
2. What has been confusing so far?
3. What would help you get up to speed faster?