First Finance Team Meeting

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

Back Arrow
Go Back
Industry
No items found.
Meeting Scope
Team Wide
Department
Finance
Meeting type
No items found.
Host Role / Title
No items found.
Tone of the meeting

đź‘‹ Getting to know each other

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

đź’¬ About your manager

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

đź’° 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.

đź’­ 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?

‍

Get started Today

Dive into your best meetings today!

Purpler Dot That Reflects Being Live

Free forever plan

Purpler Dot That Reflects Being Live

No credit card required

Purpler Dot That Reflects Being Live

Cancel anytime