First Finance Team Meeting

Get to know your Finance team and come together to set expectations during the first meeting as their manager.

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Meeting Scope
Team Wide
Department
Finance
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Tone of the meeting

👋 Getting to know each other

Icebreakers and questions to learn about everyone's background/hobbies.

💬 About your manager

A little bit about my experience, values, and preferred methods of communication.

💰 Progress on Finance Goals

Describe your current progress towards the Finance team’s quarterly goals.

🏓 Finance Projects Roundtable

Provide a status update on your current projects to bring the new finance manager up to speed.

💭 Expectations

Discuss team meeting cadence, team values, and channels to exchange feedback.

❓Questions

What are some questions you'd like to ask your new manager?

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