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Zhongwei Li
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---
name: call-review-kit
description: Use to facilitate structured call review sessions with agendas, scorecards,
and follow-ups.
---
# Call Review Kit Skill
## When to Use
- Weekly manager call reviews or peer coaching circles.
- Prepping enablement-led film sessions with highlight clips.
- Running virtual/asynchronous call breakdowns with shared notes.
## Framework
1. **Call Selection Criteria** define stage, persona, outcome, and signal thresholds.
2. **Agenda Blueprint** intro, clip playback, group discussion, scoring, commitments.
3. **Scorecard Template** sections for core competencies, comments, and ratings.
4. **Engagement Mechanics** polls, chat prompts, breakout instructions, facilitator notes.
5. **Action Tracker** capture commitments, due dates, and success metrics.
## Templates
- Call review agenda + facilitation notes.
- Scorecard worksheet (per rep + group summary).
- Follow-up email template with recap + assignments.
## Tips
- Rotate presenters and keep clips <3 minutes to maintain engagement.
- Invite cross-functional observers (SE, PMM) for broader perspective.
- Pair with `reinforcement-drills` for post-session assignments.
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