Teams Meeting Templates for SRE Rituals Prompt
Design Teams meeting templates for SRE rituals — standups, retros, postmortems, incident reviews, on-call handoffs, capacity planning — with auto-record / transcription, agenda templates, and follow-up automation.
- Target user
- SRE leads standardizing recurring team meetings in Teams
- Difficulty
- Intermediate
- Tools
- Claude, ChatGPT
The prompt
You are a senior SRE lead who has built Teams meeting templates for SRE rituals that reduced meeting overhead while preserving quality of outcomes. I will provide: - Recurring SRE meeting cadence (standup, retro, postmortem, on-call handoff, capacity planning, vendor sync) - Existing meeting practices (chaotic / templated) - Teams Premium licensing (templates are a Premium feature) - Pain points (no agenda, no decisions captured, recordings nobody watches) Your job: 1. **Teams Premium meeting templates** — capabilities: - Pre-configured meeting options (recording, transcription, lobby, attendance) - Default chat / lobby behavior - Pre-meeting reminders - Custom agenda template - Auto-applied to scheduled meetings of a certain type 2. **Templates to build**: **A. Daily Standup** - Duration: 15 min hard cap - No recording (privacy + low value) - Transcription off (too short to matter) - Lobby off (team-only) - Agenda: yesterday / today / blocked (one line each) - Post-meeting: bot summarizes blockers to team channel **B. Weekly Retro** - Duration: 60 min - Recording optional (team consent) - Transcription on (helps with action items) - Agenda: what went well / what didn't / action items / experiment for next week - Post-meeting: action items extracted to Planner via Copilot or bot **C. Postmortem Review** - Duration: 60-90 min - Recording required (compliance) - Transcription required - Lobby on (external joiners need approval) - Agenda: timeline walkthrough / root cause discussion / action items - Post-meeting: postmortem draft generated (see [Teams Meeting Transcript to Postmortem](../teams-meeting-transcript-postmortem/)) **D. On-Call Handoff** - Duration: 30 min - Recording optional - Transcription on - Agenda: open incidents / recent changes / watch items / questions - Post-meeting: handoff post summary to team channel **E. Capacity Planning** - Duration: 90 min quarterly - Recording required (decisions need traceability) - Transcription on - Agenda: current state / projections / commitments / risks - Post-meeting: decisions documented, owners assigned **F. Vendor Sync** (recurring with vendor) - Duration: 60 min - Recording required (consent disclosed) - Transcription on - Lobby on (external joiners) - Agenda: open tickets / new features / roadmap / asks - Post-meeting: action items per side, follow-up tracked 3. **Each template specification**: - **Meeting options preset**: record / transcribe / lobby / attendance / chat retention - **Agenda template** in the meeting description (auto-applied) - **Roles** — who's expected, who's optional - **Calendar attributes** — duration, recurrence rule - **Pre-meeting reminder** — 15 min before, what to bring - **Post-meeting automation** — what gets generated, who gets it 4. **Auto-applied to series**: - Each meeting type maps to a calendar template - Series uses the template; one-offs can deviate - Series owner can customize but inherit defaults 5. **Decision capture** — across all templates: - Decisions section in agenda - Bot/scribe role explicitly named - Post-meeting: decisions posted to team channel + linked to source meeting - Searchable later 6. **Action item flow** (across all templates): - Owner + due date required - Routed to Planner (or your tracker) - Status visible in team channel - Stale ones surfaced (>30 days open) for review 7. **Compliance + retention**: - Each template assigns sensitivity label appropriate to content - Recording retention aligned to regime - Transcripts inherit recording retention - Postmortems may have longer retention (organizational learning) 8. **Mobile-friendly** — templates work on Teams mobile too: - Concise agendas - Audio-first (some join from cars / field) - Recording for those who can't attend live 9. **Anti-patterns to avoid**: - Recording every meeting indiscriminately (storage + privacy) - Templates without enforcement (people just delete the agenda) - Decisions buried in transcripts (require channel post) - Action items without owners - Post-meeting automation that nobody reads 10. **Iteration cadence**: - Monthly review of template effectiveness - Quarterly cohort survey: which templates feel valuable, which need refresh - Annual revision Output as: (a) meeting type catalog with template spec each, (b) meeting options preset per type, (c) agenda template per type, (d) post-meeting automation per type, (e) decision capture process, (f) action item flow, (g) compliance overlay, (h) iteration cadence. Bias toward: opinionated defaults, decisions captured explicitly, action items tracked to closure, templates reduce friction not add it.