RESOURCEFULOWNERSHIPINTEGRITYPASSIONATE
Roll Call
Who's here? Who's on time?
Alec(Sales Manager)
Jenna(Dispo)
Daniel(Dispo)
Ben(Acquisition)
Davis(Acquisition)
Sophia(Transaction Coordinator)
This Week's On-Time Attendance
| Team Member | Mon | Tue | Wed | Thu | Fri |
|---|---|---|---|---|---|
| Alec | – | – | – | – | – |
| Jenna | – | – | – | – | – |
| Daniel | – | – | – | – | – |
| Ben | – | – | – | – | – |
| Davis | – | – | – | – | – |
| Sophia | – | – | – | – | – |
On timeLLateAAbsent–No meeting yet
1
Opening Prayer
Set the tone. Ground the team. · 1 min
1:00
🙏
Take a moment to center the team. Give thanks, ask for guidance over the deals ahead, wisdom in every decision, and protection over the team and their families.
2
Wins and/or Good News
Celebrate momentum. Surface what's stuck. · 2 min
2:00
3
Previous Priorities Review
Did we own yesterday's commitments? · 2 min
2:00
No priorities from the previous meeting found.
4
Scoreboard & KPI Review
Where are we? Green light or red flag? · 3 min
3:00
Tap a KPI card to toggle: Neutral → Green → Red
5
Active Issues & Contract Deadlines
Tighten timelines. Nothing slips. · 4 min
4:00
| Address / Deal | Issue Description | Deadline | Owner | Status |
|---|
6
Wrap-Up & Today's #1 Priority
One action per person. Own it. · 2 min
2:00
Alec(Sales Manager)
Jenna(Dispo)
Daniel(Dispo)
Ben(Acquisition)
Davis(Acquisition)
Sophia(Transaction Coordinator)
7
Tasks & Action Items
Capture the to-dos. Assign an owner. · 1 min
1:00
No tasks yet. Add action items as they come up.
Copies each person's priority and assigned tasks to paste into email, Slack, or text.
Core Values Check-In
Did the team demonstrate Resourcefulness, Ownership, Integrity, or Passion today? Call it out.