Recurring Work

Handle recurring activities: team retros, surveys, meetings, etc - easily

Sessions
4
Steps
12
Last edited
Jan 8, 2025
Created by
Nova

About this process

Handle recurring team retros, surveys, and meetings easily

The process in detail

4 sessions · 12 steps
01

00 - Training

2 steps
  1. 1

    Recurring Work & Meetings

  2. 2

    Leading Good Team Retros

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1. Recurring Work & Meetings

On a weekly basis, much of your work is recurring. Even the explanations you give to other team members are often repeated. This repetition can slow you down and bring little value or joy to your work. Automating some of these tasks can make a big difference. Let me show you how in this video.

The video provides examples of tasks you do regularly—like recurring meetings on Tuesdays and Wednesdays, surveys sent every six months, or team retros you lead after a project is completed. All these tasks require preparation, scheduling, sending invites, and creating a folder for notes (ideally one that includes previous notes and is accessible to everyone).

The most important and time-consuming part of recurring work is that it often relies on past decisions, conversations, and updates to understand the current situation and what actions to take next. However, notes can get lost in emails or scattered folders, or different people may take their own notes, leaving some team members unaware of where to find them. This leads to additional meetings, rework, and frustration.

Recurring work isn’t just about having an automatic template—it’s about creating a space that is transparent and accessible to everyone. This allows for better decision-making over time, sharing updates, and having visibility into progress. The video above demonstrates how to do this, but we encourage you to think about all your recurring work, even if it only happens once a year. Can you remember the decisions made a year ago and who was involved? Leave a comment on how this could help you and how you would use it.

Write a note
2. Leading Good Team Retros

In the fast-paced world of team collaboration and project management, maintaining an effective cycle of improvement is crucial for success. Team retrospectives (retros) are an essential part of this process, providing a space for teams to reflect on their work, discuss what’s going well, and identify what needs to change. But retros are most impactful when they lead to clear next steps, ensuring that improvements are more than just discussions—they’re actions. Here, we’ll explore the importance of defining next steps, adopting a mindset of continuous improvement, and properly documenting notes for accessibility to promote long-term team growth.

Here is how you can organize and prepare team retros.

If you are using Nova, add tasks within the team retro session to keep track of actions taken over time, and remember to write final decisions and updates on progress in the conclusion section. Nova allows you to access these records for future tracking, see what has been done to improve, and understand what has worked. This provides transparency among team members, preventing any single person from being the sole holder of knowledge. Make sure to add your conclusions, decisions, and observations on improvements after implementing changes in the conclusion section.

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  • Option 1
  • Option 2
02

Team retro

3 steps
  1. 1

    ❤️🔥 What went well?

  2. 2

    👎 What didn't go well?

  3. 3

    👣🧭 Actions we might take.

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1. ❤️🔥 What went well?

What should we continue doing because it is currently working well? What practices are contributing to progress, keeping the team motivated, and moving in the right direction? 👇Add one suggestion per sticky note.

Add sticky notes
2. 👎 What didn't go well?

💫 Identify areas for improvement: What didn’t work, and what changes or improvements are needed? Are there any practices that should be discontinued? 👇Add one suggestion per sticky note.

Add sticky notes
3. 👣🧭 Actions we might take.

Team retrospectives should focus not only on discussing what worked well and what didn’t, but also on prioritizing at least one action to be tested. This action could involve implementing, changing, or removing something to help the team work better in the future. Now, review the notes above, ask questions to the team, and decide on one or two actions to implement, remove, or change over the next 30 to 60 days to see if improvements are made. Document this as a task, specifying what needs to be done and who is responsible for each part.

Add final decisions and notes in the conclusion section. Click here if you ne ed guidance on scheduling future recurring sessions.

Add tasks
03

Team survey

3 steps
  1. 1

    The project is well organized, responsibilities are clear and I have what I need to do my best work.

  2. 2

    I feel productive, motivated and I have enough time and resources to deliver things on time.

  3. 3

    I enjoy working with the team and I feel trusted and empowered by every member of the team.

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1. The project is well organized, responsibilities are clear and I have what I need to do my best work.

👉1 - Strongly disagree to Strongly agree - 5 | Category: Clarity

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2. I feel productive, motivated and I have enough time and resources to deliver things on time.

👉1 - Strongly disagree to Strongly agree - 5 | Category: Time management

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3. I enjoy working with the team and I feel trusted and empowered by every member of the team.

👉1 - Strongly disagree to Strongly agree - 5 | Category: Teamwork

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04

Meeting

4 steps
  1. 1

    🥊 What would you like to achieve during this meeting? What's the objective?

  2. 2

    💼 Decision log

  3. 3

    📋📎 Documents & Links

  4. 4

    Next steps.

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1. 🥊 What would you like to achieve during this meeting? What's the objective?

👉Define the objective of the meeting and the key points you would like to mention or discuss related to that.

Write a note
2. 💼 Decision log
•Description: An overview of the decision you’ve made (or mention who made that decision) * Requirement
•Rationale: The reason for the decision and any comments or disagreements cited
•Alternatives: Other options you discussed but decided against
•Expected impact: Briefly outline what you think the decision will change (time, cost, workload, etc). Include notes or links to documents where the action plan is clear and all the details are defined.
Add notes
3. 📋📎 Documents & Links
Upload files or add links
4. Next steps.
Add tasks
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Created byNova·Official process
Last edited Jan 8, 2025·4 sessions · 12 steps