Set up a growth meeting and learning process

Set up a growth meeting and learning process

Setting up a growth meeting and establishing a process for post-mortems and aggregated learnings is vital for driving continuous improvement and fostering a data-driven growth culture. In this exercise, we will walk through the steps of setting up a growth meeting and creating a framework for documenting and sharing learnings from both wins and failures. By following the provided checklist, you will gain insights into conducting effective growth meetings and capturing valuable knowledge for future growth initiatives.


The goal of this exercise is to help you establish a growth meeting process that encourages learning, collaboration, and decision-making.

Instructions & Resources

Copy the Growth Meeting Agenda Google Doc

Set Up a Growth Meeting Checklist

  • Open a new document or use the provided Google Doc template to create your growth meeting checklist.
  • Customize the checklist by adding the necessary sections and items as outlined in the instructions.
  • Ensure that the checklist aligns with your growth objectives and emphasizes decision-making over brainstorming.

Pre-Meeting Preparation

  • Before the scheduled growth meeting, complete the pre-meeting checklist items:
  • Send a reminder message to team members to update the growth board.
  • Instruct all participants to review the growth board, assessing progress against OKRs and KPIs.
  • Encourage team members to reflect on learnings from completed growth experiments.
  • Request each team member to nominate two ideas based on progress and prioritization frameworks.

Conducting the Growth Meeting

  • Follow the agenda outlined in your growth meeting checklist:
  • Discuss progress against OKRs and KPIs, highlighting achievements and challenges.
  • Celebrate significant wins and discuss key learnings from successful growth experiments.
  • Address any bottlenecks or issues encountered during ongoing growth experiments.
  • Evaluate the nominated experiments and select the most promising ones for the next cycle.
  • Assess the backlog of ideas and determine if a separate brainstorming session is needed.

Post-Meeting Actions

  • After the growth meeting, complete the post-meeting checklist items:
  • Circulate a list of tasks and assign owners to resolve any bottlenecks identified.
  • Share an updated growth board, including ongoing experiments, owners, and target dates.
  • Distribute an invitation for a brainstorming session if deemed necessary based on the backlog of ideas.

Documenting Learnings and Aggregating Insights

  • Create a dedicated space (e.g., Google Sheets, Notion, or AirTable) to document aggregated learnings.
  • Record key insights, observations, and outcomes from growth experiments, both successful and unsuccessful.
  • Categorize learnings by experiment type, channel, or any other relevant framework to facilitate future analysis.
  • Encourage team members to contribute their insights and share the document regularly for cross-functional learning.

Note: Throughout the exercise, adapt the provided checklist and guidelines to suit your team's specific needs and preferences. The focus should be on creating a structured growth meeting process that fosters collaboration, data-driven decision-making, and continuous learning.

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