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👋 Hello Community! I’m back with part two of our series around creating more effective meetings using Confluence and Trello.
It’s tempting to think the solution is to eliminate as many meetings as possible. But having fewer meetings is often an outcome, not a solution. Effective communication before, during, and after will result in better – and yes, hopefully fewer – meetings.
In the previous post, we learned how the Digital Campaign team tracked action items more effectively with a Trello board embedded in their Confluence meeting agendas.
The next team we’ll highlight is a division of the Strategy & Sales Ops (SSO) team, who manage internal readiness for New Product Introduction (NPI) and changes.
As you can imagine, there are many people, processes, and systems involved when introducing new products. As the team and its responsibilities grew, it was time for Charlie Zhu, NPI Program Manager, to run regular retrospectives for the team to reflect, provide feedback, and make changes to the way they work.
Read along to find out how they started using Confluence and Trello to:
✅ Run regular retrospectives
✅ Facilitate discussion of the most important items
✅ Capture key action items
Meetings became status updates without much discussion or collaboration.
There was no formalized way to gather feedback, propose process changes, or engage with existing suggestions.
They lacked an easy way to organize follow-ups that the extended team could access.
With a distributed workforce, it was tough to keep virtual meetings engaging and worthwhile.
Charlie heard a lot of…
“I wish we had more of a head's up when deadlines changed.”
“Where's the best place to provide some feedback?”
“This page looks outdated - who's responsible for updating it?”
This kind of uncertainty became the norm. It was clear the team needed to re-align and implement regular retrospectives.
Charlie set up regular retrospectives to keep a pulse on how the team was doing. They created a Trello board to keep it interactive and accessible to all.
This created an open and encouraging environment that empowered each and every team member to vote and openly discuss the issues that matter most to them.
Performing regular retrospectives in Trello helped the team:
Retrospectives often flow best when participants capture their input beforehand – that way, the time spent meeting live is focused on discussion. This also helps people participate remotely if they can’t attend.
💭 Meeting tips from Atlassians:
This team shares a Confluence page with all participants beforehand. It includes:
An overview of the meeting including expectations, agenda, and goals
A list of participants
The Trello board to be used for the meeting
Instructions for adding cards to the Trello board
A clear call to action (CTA) for participants to populate the board with their thoughts
💸 Bonus! Having a pre-read in Confluence allows you to see who’s viewed the content before the meeting (think: accountability).
Using Confluence and Trello together, the SSO team is running regular retrospectives to continue optimizing internal processes.
Everyone is literally on the same page - before, during, and after the meeting. 🙌
Does any of this resonate with you? Lucky for you, our team made a Trello board template inspired by the SSO team retrospective. Try a free copy of the guided board template here.
Let us know in the comments how this helps your teams!
All the best,
🎓 Want more? Take our free 30-minute Atlassian University course to learn about the four principles of an effective meeting: preparation, facilitation, participation, and follow-up.
Campaign Manager, Digital Customer Success - Confluence