There are 3 meetings templates integrated in Holaspirit to guide you in conducting your meeting's rituals:

You can use templates as they are, edit them, or create your own.

What's a Tactical Meeting?

Tactical Meetings are focused on the operational work of the circle. They're inspired by Holacracy. Their purpose is to triage issues that have come up during the week and remove obstacles so that the work can move forward.

Each circle conducts tactical meetings; they occur roughly weekly and are scheduled by the circle’s Secretary.

The formal output of Tactical Meetings is Projects and Actions, but they can be used to address any operational need: sharing information, giving updates, requesting projects and actions from other roles, etc.

Whereas Governance Meetings are focused on the structure of the circle, Tactical Meetings are focused on using the current structure of roles to get work done effectively and efficiently.

Tactical meetings follows a 5-steps process:

  • Check-in: gives a chance for everyone to expresses themselves, say how they are feeling, call out what is on their mind, etc.

  • Checklists: everyone calls out whether reoccurring behaviors are being done or not. For example: Have I updated the status of my projects? Each in turn says "check or "not check". This checklist can evolve from one meeting to another, depending on the needs of the circle.

  • Metrics: n the same logic, the review of indicators allows each role of the circle, through key indicators, to have a global vision of the performance of the circle: where are we at today? The role that gives the value of the indicator can, if it wishes, comment very briefly.

  • Projects: status updates are given on projects since the last meeting: what has happened since last time, what has been done and what is in progress. People should only share the important updates. The projects are updated in the project kanban.

  • Agenda: Where the majority of the meeting takes place. Members can add tactical issues to discuss one at a time. The meeting's secretary is able to add outputs to each tension brought during the meeting. The secretary can also come back to the meeting outputs and correct them.

  • Check-out: provides space for everyone to share their feedback on the meeting.

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