Meetings
Use this catalog to pick the meeting that matches the outcome you need, prepare for it, and leave with a recorded result. Name the type in the invite so people know how to show up.
If a written exchange can produce the outcome, do not meet. See Meetings and async work.
Choose the type
| If you need to | Use |
|---|---|
| Surface progress and blockers | Standup |
| Commit the next sprint | Planning |
| Change how the team works | Retro |
| Inspect a change together | Code review |
| Decide how to implement a ticket | Technical plan |
| Critique a proposal before committing | Technical review |
| Unblock current work | Help |
| Generate options without deciding | Brainstorm |
| Teach someone to do the work | Tutorial |
Scope
This page defines working-meeting types, preparation, and outcomes.
It does not define:
- whether a meeting is the lightest method — use Meetings and async work;
- sprint rhythm or Jira hygiene — use Sprint cadence and Jira;
- ticket stages from report to release — use the technical ticket workflow.
Cadence and duration are team-owned unless a linked page already sets them. Do not treat attendance as success.
Standup
Share completed work, today's focus, and blockers so the team can help and adjust. Do not reconstruct ticket history in the room.
Prepare:
- Update Jira before the meeting: status, remaining work, dependencies, and blockers.
- Know what you completed, what you will do next, and what is blocked.
- Bring the blocker, the help you need, and who can provide it.
Outcome:
- Today's focus and current blockers are visible.
- Each blocker has an owner and a next action.
- Jira matches reality.
Planning
Select refined work, agree priorities, and make realistic commitments for the next sprint.
Prepare:
- Tickets are understood enough to commit: outcome, scope, and important uncertainty are visible. Refine first if they are not.
- Jira is current, including dependencies and date labels (exploration, operating, or external).
- Know your capacity and any work already in progress.
Outcome:
- The sprint contains agreed work with visible priorities.
- Commitments are realistic and labeled honestly.
- Owners and dependencies for the selected work are clear.
Retro
Inspect how the work actually went and change the system so the same friction does not recur.
Prepare:
- Specific observations from the period: what worked, what failed, and what surprised you.
- Evidence, not only impressions: tickets, incidents, delays, or rework.
- Candidate changes, not only complaints.
Outcome:
- Named changes to a process, checklist, test, document, or tool.
- Each change has an owner and a next action.
- Learning is written back into the system, not only captured in notes. See Documentation and knowledge sharing.
Code review
Walk through a published change together so the implementation is understood, corrected, and ready for the next quality gate. Review on the pull request when a shared walkthrough is not required.
Prepare:
- The pull request is open, linked to the ticket, and locally verified. See Submit the work.
- Reviewers have read the intended outcome, the plan, and the change.
- The author can explain accepted decisions, dangers, and what remains for branch or human testing.
Outcome:
- Findings are named: required changes, questions, or approval.
- The change is accepted, returned to execution, or split.
- Decisions live on the pull request, not only in the call. Human acceptance still follows Accept the work.
Technical plan
Turn researched work into the smallest credible implementation and verification plan before coding starts.
Prepare:
- The ticket has an expected outcome, scope, and research findings.
- Decision candidates for data, additions, changes, and upstream or downstream impact are visible.
- Acceptance criteria a tester can later pass or fail.
Outcome:
- Approach, accepted decisions, rejected alternatives, and dangers are recorded.
- The verification method is agreed.
- The plan is ready to meet the Definition of Ready, or the missing decision has a named owner. Continue in Plan a technical ticket.
Technical review
Critique a written design, RFC, or plan before the team commits to it. Do not use this meeting to invent the plan from a blank page.
Prepare:
- The proposal is written and shared early enough to read.
- The question the review must answer: feasibility, risk, contract, reuse, or go/no-go.
- Relevant constraints: data, callers, consumers, Builder, operations, and delivery risk tier.
Outcome:
- Accept, change, or reject, with named issues.
- Required follow-up owners and unblock conditions are recorded.
- The review evidence needed for Definition of Ready is visible. For product-level feasibility, see How We Build.
Help
Unblock someone who cannot reasonably continue the current work without another person's judgment, access, or explanation.
Prepare:
- The specific blocker, what you already tried, and the decision or access you need.
- A link to the ticket, code, error, or document.
- The smallest question that would let you continue.
Outcome:
- The blocker is resolved, or a next action and owner are named.
- The answer is recorded where the next person will look.
- The requester can continue without reconstructing the conversation.
Brainstorm
Generate and compare concepts before converging. This is not a commitment meeting.
Prepare:
- The problem, desired outcome, and constraints that are already known.
- What is in and out of scope for this session.
- Existing research, customer evidence, or alternatives worth reacting to.
Outcome:
- A set of options with their important tradeoffs.
- Named assumptions to test.
- What will not be decided here, and the next step: research, an RFC, or a later decision. Product discovery context is in How We Build.
Tutorial
Teach a practice or system so another person can do the work without the teacher in the room.
Prepare:
- The skill or system being taught, and the task the learner should complete afterward.
- A realistic example and the shortest safe path.
- The learner's current questions and required access.
Outcome:
- The learner can repeat the task, or remaining gaps are named.
- Durable notes or a documentation update exist when the knowledge will be needed again.
- Follow-up practice or mentorship, if needed, has an owner. See Learning and mentorship.
If the meeting does not produce the outcome
Name what is still missing, the owner, and the next action. Record that where affected people will look. Schedule a follow-up only if a meeting is still the lightest way to finish.
Do not relabel the session after the fact. If you needed a technical plan and held a brainstorm, the options may be useful; the plan is not done.
Related
- Meetings and async work — whether to meet, who to invite, and how to close
- Sprint cadence and Jira — standup and planning rhythm
- Technical ticket workflow — how a ticket moves from report to release
- How We Build — product discovery, feasibility, and learning after release