Progress and Status Meeting Templates

Development/Release Meeting

Run this meeting by release.  If there is only one release, check for the current release.
After code complete, start with QA to know where we are. 

• Any blocking issue (hardware, software, human resource) for testing 
• Test case - completion.  What area are tested and what are remaining?
• # of bugs to be tested/verified? Pipeline for QA
• Satisfactions - Pass Rate? New issues? Regression?
• Check Exit Criteria
• Whether we can get into release candidate phase

The goal to ensure that the product can be released with quality.

Before code complete, start with DEV by area

• Design sign-off
• Coding - what have been done, estimate the remaining work
• Any functional design clarification? - many activities within a day without waiting for the regular meeting

The goal is for product to be completed and ready for testing

Development Planning Meeting

Scoping decision for a release or for a sprint.
Use the backlog list as the input

• What are the main theme for each release?
• What are the criteria for adding a feature in
• What is the target date?
• Who are the main customers
• Scope - Time - Resource Triangle.

Customer / Support

Run this by customers and by tickets
Typically we should have a customer advocate for critical customers.
Customer Implementation Phases:

• Design questions about how to do XXX
• Test - how to migrate from Test to Dev, share the knowledge about methodologies, and experiences, what work and what does not.  What are the best practices?
• UAT - the deploying company will handle this but share the user feedback

Customer Go Live support - on the D day
After go live, any customer/end user issues

What are the customer bugs logged by or for the customer?  What are the status?

• Can we reproduce?
• Have we committed?  
• For the committed bugs, have we fixed?  Which release the fix will be available?

Presales

Run the meeting by customers/prospect.
Build the Demo env and build demos (for each)

• What are the scenarios the customer is looking for
• What are the gaps of the product and what we will do for them?
• Future Roadmap? Scheduled Enhancement?  Any workaround?
• Success or Failure?  What lesson learned ?

Logistic - When? Who? Travel required?