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Refinement Meeting Template

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Knowtworthy Inc.
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During a refinement meeting, a subset of the team meets to discuss important tasks that haven’t been fully described yet or have some unknowns. Concretely, you want to go from a simple task written out in the backlog, to one with a description, purpose, sub-tasks, and timeline. Refinement meetings themselves should be kept as atomic as possible, roping in only those team members who will be able to help with the task definition so that the team at large can save time during longer planning meetings. The free template included here will help ensure that you keep your meetings effective and to the point, hitting all the major steps for refining any task you might have.

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Access and modify this template right now online with Knowtworthy and Google Docs, or download this template with Microsoft Word or Excel.

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Meeting Agenda
  1. Identify which tasks need to be refined
  2. Task 1 (Replace with task title)
    1. Discuss task details
    2. Decide whether or not to break task into atomic parts
    3. Expand the task/add important details
    4. Set task difficulty and timeline
  3. Task 2 (Replace with task title)
    1. Discuss task details
    2. Decide whether or not to break task into atomic parts
    3. Expand the task/add important details
    4. Set task difficulty and timeline
Meeting Notes

How to use these templates:

All of the Knowtworthy templates are free to use and modify! We have a variety of templates available, all accessible directly in the Knowtworthy application or downloadable!


Step 1: Open the Template

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Step 2: Make Changes

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Step 3: Run Amazing Meetings!

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