Remote Meetings Templates

 

Hybrid, remote, or across the office. These templates are an easy way to keep your team engaged.

shared meeting and agenda example template board

Visual Meeting Agenda And Action Board

Sometimes you just need a simple solution.  Meetings with a planned, but shared agenda are more engaging. 

Visually tracking the agenda, action items and decisions taken keeps the team focused and engaged.  

This blog post explains a 4 step process for using a board like this one:  https://cardsmith.co/how-to-have-more-productive-meetings-with-your-remote-team-using-cardsmith-and-zoom/

This blog post explains a little more about why this tool is a good idea:  https://cardsmith.co/one-simple-tool-collaborative-recurring-meeting/

Pro Tips:  

  1. Use the Hide Columns feature on the Column Menu to archive old meeting agendas.  
  2. If there are team goals for a particular period, you may want to create a card with those goals, and move it forward in time each week (or month) to keep top of mind. 
kanban with dependencies cardsmith template board example

Kanban With Dependencies Board

Here’s what creating a Kanban Board can do for your team:  

  1. Clarify priorities for management so they may better support your team. 
  2. Improve project delivery speed and quality.
  3. Alignment of the team around the high priority work so more gets done faster.
  4. Improve team accountability and trust. 
  5. Improve team morale by reducing stress and uncertainty. 

Kanban is a visual tool from Lean. It is used by teams to improve the flow of work and keep the team focused on a limited number of tasks, features, or projects at a time.  

Ideally, each card in a Kanban board would be a valuable chunk of work. In other words it would be a stand alone item that when it is done, it is ready to be consumed by the end user.  However, with more complex projects where you may have multiple teams working on a project, there can be dependencies between chunks of work. The value is not realized until all of the work is completed.  Therefore, it is important to visualize how the work being done by one team is dependent on or is a blocker to another piece of work. You can easily achieve this in Cardsmith by using “Connectors”.  

This video demonstrates in 1 minute how to use connectors:  https://www.youtube.com/watch?v=tcklZ_9rdJQ

Pro Tips: 

  1. If you add fields to a card and want to always have those fields on new cards select Set Default Card from the card menu (see the lower right menu on this card) 
  2. If you find that your Kanban board has too many connectors and they are difficult to read, you  can click on any card menu and select “Highlight my Connectors”.  This will hide other connectors.  You can continue to Highlight connectors one card at a time should you wish to follow a chain of dependencies upstream.  
  3. If you want to track story points, estimated time, an effort swag, etc. you can add a field to your cards (use the Default Card), and then turn on Grid Totals to track this at the Column, Row, and/or Cell level.  

Follow this link to learn more about how to design a customized Kanban board that will best support your team:  

https://cardsmith.co/how-to-build-your-own-kanban-or-scrumban-board-in-12-steps/.

If you need to sell the idea of using Kanban to your management or team, this video on finding your WHY for implementing Kanban in this youtube video:  https://www.youtube.com/watch?v=sHBPua6qLG4

cardsmith kanban template board

Kanban Board

Here’s what creating a Kanban Board can do for your team:  

  1. Clarify priorities for management so they may better support your team. 
  2. Improve project delivery speed and quality.
  3. Alignment of the team around the high priority work so more gets done faster.
  4. Improve team accountability and trust. 
  5. Improve team morale by reducing stress and uncertainty. 

Kanban is a visual tool from Lean. It is used by teams to improve the flow of work and keep the team focused on a limited number of tasks, features, or projects at a time.  

This is a basic Kanban board. You can customize the columns which are steps in the process from Idea to delivery to be whatever process steps you and your team need. Simply add, delete or rename columns.  

We’ve also set up this board with Grid Totals (from the Board’s main menu) to make sure our Work In Process does not get too large.    

Pro Tip:  if you add fields to a card and want to always have those fields on new cards select Set Default Card from the card menu (see the lower right menu on this card) 

Follow this link to learn more about how to design a customized kanban board that will best support your team.   

https://cardsmith.co/how-to-build-your-own-kanban-or-scrumban-board-in-12-steps/.

If you need to sell the idea of using Kanban to your management or team, this video on finding your WHY for implementing Kanban in this youtube video:  https://www.youtube.com/watch?v=sHBPua6qLG4

scrumban scrum board template

Basic Scrumban Board

Here’s what creating a “Scrumban” board can do for your team:  

  1. Clarify priorities for management so they may better support your team. 
  2. Improve project delivery speed and quality.
  3. Alignment of the team around the current sprint tasks and user stories in order to deliver the sprint on-time.
  4. Improve team accountability and trust. 
  5. Improve team morale by reducing stress and uncertainty. 

Scrumban is a hybrid between Kanban and Scrum. It is used by teams to improve the flow of work and keep the team focused on a limited number of user stories (increments of customer valuable work). The main difference between this board and a pure Kanban board is that this board will hold only the work from the current Sprint, and tasks are arranged by user stories. Future user stories will be held in the product backlog board. We provide another template board for this. 

You can customize the columns which are steps in the process from Idea to delivery to be whatever process steps you and your team need. Simply add, delete or rename columns. 

Follow this link to learn more about how to design a customized scrumban board that will best support your team and to learn about the other boards that can be used to support a good agile process, see this post:   

https://cardsmith.co/how-to-build-your-own-kanban-or-scrumban-board-in-12-steps/.

If you need to sell the idea of using Kanban to your management or team, this video on finding your WHY for implementing Kanban in this youtube video:  https://www.youtube.com/watch?v=sHBPua6qLG4

team roles and biography example board

Team Roles And Bio Board

Use this team roles and bio board so that you and your team can:

  1. quickly see who else is on the team and what their role is.
  2. If you need a Bio for someone who is speaking, or authoring an article, you can quickly find it.

Keeping this board up to date takes only seconds every time you add a new team member, and it pays off because everyone will have this information at their fingertips.

cardsmith master dashboard example

Dashboard Linking Board

Did you know you can link Cardsmith Boards together in a Master Dashboard?  

Every board, and every card for that matter, has a unique URL that can be used to link to and open another board.  

This board is an example of how one might use the text or link fields in Cardsmith to link a lot of different boards together. 

For example, if you have a project where there is a stakeholder register, a project milestone board, a project to company strategy board, and a kanban board, you can bring those all together for the convenience of your team and stakeholders.  

stakeholder register template example

Project Status Board

Communicate your project status in this dashboard.

If you need to communicate project status to an executive team or other stakeholders, you may want to create a very summarized view so they don’t have to wade through a lot of details.  You can use Icons and Green, Yellow and Red colors to indicate visually the status of your project.

Quick Tip:  You can link these cards to other more detailed project boards for those who want to know the nitty gritty details, can ‘drill down’ to those more detailed task boards.