Executive Leadership Huddle Checklist
Document and review key outcomes, actions, and feedback from your leadership huddle.
Meeting Date and Time
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Hour Minutes
AM
PM
AM/PM Option
Facilitator Name
*
First Name
Last Name
Leadership Team Members Present
*
CEO
COO
CFO
CTO
CMO
Other
Agenda Items Reviewed
*
Company Performance Metrics
Strategic Initiatives
Operational Updates
People & Culture
Other
Key Discussion Points and Decisions
*
Action Items Table
*
Rows
Action Item
Responsible Person
Due Date
1
2
3
Blockers or Issues Raised
Next Steps and Follow-Up Plan
*
Next Meeting Date (if scheduled)
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Rate the effectiveness of today's huddle
*
Not Effective
1
2
3
4
Very Effective
5
1 is Not Effective, 5 is Very Effective
Additional Comments or Feedback
Submit Checklist
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