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Senior Leadership Team Meeting Template

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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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):

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About the author

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.

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