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Facilitation & Ceremonies/standup-facilitate

Standup Facilitate

You need structured notes during or after standup capturing changes, blockers, and commitments.

Use this when standup is happening (or just finished) and you need structured running notes -- not a transcript, but the signal: what changed, what's blocked, what was decided, and what someone committed to doing. Output feeds directly into /client-standup-summary.

Related skills: Consumes /standup-prep output as context. Feeds into /client-standup-summary. Part of the /pm-daily-loop recipe.


Inputs

  1. Standup prep sheet -- output from /standup-prep (paste it, or reference if same session)
  2. Who's present -- team members in the room (names or roles)
  3. Format -- how the team runs standup:
    • Walking the board (default) -- go story by story
    • Round-robin -- go person by person
    • Async -- paste written updates from Slack or a thread
  4. Raw standup input -- what people say/report, pasted live or after the fact

Minimum: provide #4. The skill works best with all four.


Steps

Step 1: Set up

Load the standup prep sheet if provided. Identify:

  • Stories expected to be discussed (from prep sheet's Story Status Table)
  • Known blockers going in (from prep sheet's Blockers to Raise)
  • Questions the PM planned to ask (from prep sheet's Questions to Ask)

If no prep sheet is provided, proceed without it. Do not error.

Confirm the format. If walking the board, organize capture by story. If round-robin, organize by person. If async, parse the written updates as-is.

Step 2: Capture

As standup input comes in (pasted live or after), extract signal into four categories:

Status changes -- any story that moved since yesterday.

  • Format: (Story): (old status) -> (new status) -- (reason or detail)
  • If the old status is unknown, write (Story): now (status) -- (detail)

Decisions made -- anything the team agreed on during standup.

  • Format: (Decision) -- decided by (who)
  • Include scope changes, priority shifts, approach changes, and "let's skip that" calls

New blockers -- blockers surfaced during standup that weren't in the prep sheet.

  • Format: (Story/item): blocked on (what) -- needs (who) to (action)
  • If a prep-sheet blocker was resolved, note it: (Blocker): resolved -- (how)

Action items -- things someone committed to doing, with a name and a deadline.

  • Format: (Action): (who) will (do what) by (when)
  • If no deadline was stated, flag it: (Action): (who) will (do what) -- [no deadline stated]

Do not invent. If something wasn't said, don't infer it. Silence on a story is captured in Step 3, not here.

Step 3: Surface gaps

Compare what was discussed against the prep sheet (if provided):

  • Not discussed: Stories from the prep sheet that never came up. List them.
  • Questions not asked: Questions from the prep sheet that weren't raised. List them.
  • Unresolved blockers: Blockers from the prep sheet that weren't addressed. List them.

If no prep sheet was provided, skip this step.

For each gap, add a one-line recommendation:

  • "Raise async in Slack" / "Follow up 1:1 with (person)" / "Monitor -- may resolve itself"

Step 4: Produce standup notes

Assemble the final output:


Standup Notes | (date)

Present: (names) Format: (walking the board / round-robin / async)

Status Updates

  • (Story): (status change or current state) -- (detail)

Decisions

  • (Decision) -- (who decided)

Blockers

  • (Story/item): (blocker) -- needs (who) to (action)
  • (Resolved): (blocker) -- resolved via (how)

Action Items

  • (Who) will (do what) by (when)

Not Discussed (omit if everything was covered)

  • (Story/question/blocker): (recommendation)

How it pairs

/standup-prep -> PM walks into standup -> /standup-facilitate -> standup notes -> /client-standup-summary

The standup notes output is the primary input for /client-standup-summary. The client summary translates the notes into jargon-free, client-appropriate language.


Frequency

Daily during active engagements. Takes 2-5 minutes depending on whether input is live or pasted after.

Example Output

Input

  • Standup prep sheet: Story Status Table from yesterday's /standup-prep: CHK-114 (Payment Gateway Integration) In Progress → expect PR today; CHK-119 (Guest Checkout Flow) In Review → awaiting QA sign-off; CHK-122 (Order Confirmation Email) Not Started → blocked on Sendgrid credentials; CHK-127 (Cart Persistence Bug) In Progress → no update yesterday. Blockers to Raise: Sendgrid API key still not received from Meridian Retail IT (3 days outstanding). Questions to Ask: Is CHK-119 QA sign-off happening today or slipping to tomorrow? Who owns the Sendgrid escalation on the client side?
  • Who's present: Priya (PM), Dev (lead engineer), Soo-Jin (frontend), Marcus (QA), Tariq (solutions architect)
  • Format: Walking the board
  • Raw standup input: Dev: "CHK-114 PR is up, I opened it this morning — needs Marcus to review, probably a 2-hour job. Nothing blocking me." Marcus: "I'll get to CHK-114 review after I wrap CHK-119 sign-off, which I'm doing right now — should be done by noon." Soo-Jin: "CHK-119 is good on my end, no changes needed. I started CHK-122 yesterday even without the credentials — built the template and wired up the trigger, just can't test it yet. Still need those Sendgrid keys." Priya: "Tariq, any update on the Sendgrid escalation?" Tariq: "I emailed their IT director directly last night. He said he'd have it by EOD today." Priya: "Okay so let's plan to test CHK-122 tomorrow morning assuming keys come in. Marcus, can you prioritize CHK-114 review right after CHK-119?" Marcus: "Yes, I'll have both done by end of day." Dev: "CHK-127 — I found the root cause this morning, it's a race condition in the session handler. Fix is maybe 3 hours. I can have a PR up today." Priya: "Nice, let's get that in. Move CHK-127 to In Progress with an expected PR today."

Output (abbreviated)

Standup Notes | 2025-01-23

Present: Priya (PM), Dev (lead engineer), Soo-Jin (frontend), Marcus (QA), Tariq (solutions architect) Format: Walking the board


Status Updates

  • CHK-114 (Payment Gateway Integration): In Progress → PR open -- Dev opened PR this morning; awaiting Marcus review (~2 hrs)
  • CHK-119 (Guest Checkout Flow): In Review → QA sign-off in progress -- Marcus completing sign-off by noon today
  • CHK-122 (Order Confirmation Email): Not Started → In Progress (partial) -- Soo-Jin built template and wired trigger; cannot test until Sendgrid keys received
  • CHK-127 (Cart Persistence Bug): In Progress -- root cause identified (race condition in session handler); Dev expects PR today, ~3hr fix

Decisions

  • CHK-122 testing scheduled for tomorrow morning, contingent on Sendgrid keys arriving by EOD today -- decided by Priya
  • Marcus to prioritize CHK-114 PR review immediately after CHK-119 sign-off, both complete by EOD -- agreed by Priya and Marcus

Blockers

  • CHK-122: Blocked on Sendgrid API credentials from Meridian Retail IT -- Resolved path: Tariq escalated to IT director directly; keys expected EOD today
  • (No new blockers surfaced)

Action Items

  • Marcus will complete CHK-119 QA sign-off by noon today
  • Marcus will complete CHK-114 PR review by EOD today
  • Dev will open CHK-127 PR by EOD today
  • Tariq will confirm Sendgrid key delivery by EOD today -- [follow up if not received by 4pm]
  • Priya will kick off CHK-122 testing by tomorrow morning (assumes keys in)

Not Discussed

ItemTypeRecommendation
Who owns Sendgrid escalation on client side long-term?Question from prep sheetFollow up 1:1 with Tariq -- Tariq is currently the de facto owner; confirm if that's intentional