Leara · Operations Template
Daily Leadership
Meeting Agenda
Community: ___________________________
Date: ________________________________
Facilitator: __________________________
Start time: _________ End time: _______
Opening Check-In
2 minGo around the room. Each leader answers in one sentence:
Notes:
Department-by-Department Status
10 minEach department head gives a 60-second update. Flag anything that needs follow-up — don't solve it here.
Resident & Family Updates
3 minAny new move-ins, move-outs, hospitalizations, or family concerns to flag?
Updates:
Action Item Capture
3 minRecord every commitment made in this meeting. No action item leaves without an owner and a due date.
| Action item | Owner | Due by |
|---|---|---|
| e.g. Follow up with resident family re: care plan | ||
Follow-Up Accountability Tracker
2 minReview open items from yesterday. Mark each as complete, in progress, or escalate.
| Yesterday's item | Owner | Status |
|---|---|---|
☐ Done☐ In progress☐ Escalate | ||
☐ Done☐ In progress☐ Escalate | ||
☐ Done☐ In progress☐ Escalate | ||
☐ Done☐ In progress☐ Escalate |
Closing word from ED
Tomorrow's focus
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