Any successful meeting starts with creating effective meeting agendas. Without writing out the goals of the meeting, creating agenda items, action items, and writing meeting minutes, it’s going to be very difficult to have a productive meeting. Team meetings require time to prepare and time to create a meeting agenda so that you can avoid your discussion becoming a waste of time.
There are all kinds of different meeting agenda templates that you can use specific to the type of meeting you’re running and what you and your team members are trying to accomplish. In order to highlight the importance of a meeting agenda and keep you as organized and productive as possible, Fellow has created 19 meeting agenda examples and templates for you to try out. Keep scrolling to check them out!
- The importance of a meeting agenda
- What items should be included in the agenda?
- Meeting agenda examples
- Tips to remember
The importance of a meeting agenda
A team meeting agenda is important because they provide you with a framework that keeps you organized, on track, and on time. Whether you’re having a formal meeting or an informal discussion, each agenda topic is assigned a specific amount of time so that you can achieve the goals of the meeting within the timeframe you have available. When you create a meeting agenda and collaborate with the meeting participants on it, everyone can contribute their suggestions so that every voice is heard. Overall, meeting agendas allow your team to be organized, prepared, and on time.
What items should be included in the agenda?
Now that we’ve highlighted the importance of using a meeting agenda, let’s take a look at some non-negotiable items that should be included in your meeting agenda:
1 Talking Points
The meeting participants should populate the meeting agenda with discussion items or talking points in advance of the meeting. This encourages collaboration and ensures that everyone has a voice and say as to what will be discussed during the meeting. These talking points can then be refined into meeting agenda items, which are major themes to be spoken about.
2 Supporting Documents and Graphics
Supporting documents and graphics are great background information. When sent in advance, they can prepare the meeting participants for the discussion ahead. If the documents and graphics can’t be sent in advance, they still become valuable material to hand out before a meeting to give participants a deeper understanding of what’s been discussed.
3 Past Decisions
Past discussions from previous meetings should be brought up in your upcoming meeting in order to give some background on where the team currently is in achieving the goals of the meeting and the larger, overarching goals. This gives valuable context and allows your meeting to take off from where it left off last time.
4 Action Items Section
Along with past decisions, you should go over the action items that were assigned from the previous meeting. This is going to show you and your team what has been accomplished, what still needs to be done and any issues that have arised since meeting last.
Bonus: Questions and comments
If you want to add even more value to your meetings, review the talking points and meeting agenda in advance so that you can write out your own questions and comments. That way, if your questions aren’t covered during the meeting, you’re ready to participate and contribute to the conversation, while clarifying what is being discussed.
Meeting agenda examples for 19 types of meetings
- Weekly team meeting
- One-on-one meeting
- Project kickoff meeting
- Project status meeting
- Project retrospective meeting
- Stand-up meeting
- Leadership meeting
- Board meeting
- All-hands / Townhall meeting
- Skip-level meeting
- First team meeting (new managers)
- Sales and Marketing 1:1 meeting
- Performance Review meeting
- OKR goal-setting meeting
- Sales team meeting
- Marketing team meeting
- New employee first 1:1 meeting
- Brainstorming meeting
- Formal meeting
1 Weekly team meeting
A weekly team meeting is a recurring discussion with your entire team to go over progress and updates. Staff meetings are also the ideal opportunity to celebrate wins, gather feedback, and check on your team’s mood. Creating and sharing a team meeting agenda is going to encourage participation from the rest of your team.
2 One-on-one meeting
A one-on-one meeting is dedicated time in your calendar to connect with your direct reports individually to talk about their priorities, challenges, and professional development. Typically, this happens on a quarterly basis. Use a meeting agenda template to maintain consistency across your team and ensure that you (and other leaders on your team) are talking about the right things.
3 Project kickoff meeting
A project kickoff meeting takes place when you’re about to begin a new project and it’s time to meet with your team to discuss how to successfully execute the mission ahead. The goal of your project kickoff meeting is for all parties involved to leave the meeting with a clear vision of the project and the deliverables that will be necessary for successful execution.
4 Project status meeting
The purpose of a project status meeting is to understand the current state of your ongoing project. It’s a good time to celebrate wins, address challenges, find efficiencies, and build team confidence. Sending out a project status meeting agenda lets your team know that you’re punctual, prepared, and ready for an effective status update.
5 Project retrospective meeting
Project Retrospective meetings are conducted to revise a completed project. This retrospection allows you and your team to learn from successes, shortcomings and to innovate an approach to move forward and seek improvement for future projects.
6 Stand-up meeting
Daily stand-up meetings (also known as daily scrums) can help your team remove blockers and work more effectively together. If you want to run daily stand-ups like a pro, the first thing you can do is set up a stand-up meeting template that your team can populate in advance of the meeting.
7 Leadership meeting
A leadership meeting takes place when senior leadership or a management team organizes and takes part in a recurring meeting, typically once a week. Important information is shared that is needed to make key decisions about the business. This is a meeting where decisions are made, problems are solved and the leadership team discusses important issues such as operations, current processes, and key metrics.
8 Board meeting
A board meeting is a formal discussion with an executive director, the board of directors, and the board chair of an organization. The board of directors is a group of board members who meet to discuss strategic decisions and planning for the progression and success of the company. The board typically discusses the current position of the organization, engages in goal-setting and strategic planning to achieve major goals.
9 All-hands / Townhall meeting
An all-hands meeting (also known as a townhall) is an event that brings together every employee in your company. Done right, all-hands can be a great tool to drive transparency, build a sense of community, and keep communication open across teams.
10 Skip-level meeting
Skip-level one-on-ones are meetings where upper-level leaders “skip” middle-level management to talk directly to the people that work two levels away from them. In other words – if your direct report manages a team, you would be meeting with that person’s direct reports.
11 First team meeting (new managers)
The first team meeting between you and your new team should have 3 goals:
1. Making a solid first impression on your team.
2. Establishing trust, respect, and rapport.
3. Setting the tone and expectations for you and your team to succeed together long-term.
To do this, keep this first meeting short and casual. Resist the urge to jump head-first into shop-talk and take the opportunity to get to know your team and really listen to them. You can follow up with your team for more detailed discussions in subsequent one-on-one meetings.
12 Sales and Marketing 1:1 meeting
Occurring on a regular weekly or bi-weekly cadence, 1:1 sales and marketing meetings most often occur between sales and marketing leaders, commonly the department head of marketing and sales, or VP/Director of marketing and VP/Director of sales. In other cases, organizations will assign and align a leader from each department to be responsible for these regular check-in meetings.
13 Performance Review meeting
Quarterly performance reviews are an opportunity to reflect on your direct report’s performance, recognize achievements, and provide them with constructive feedback. Running effective quarterly performance reviews can be challenging for both your employees and yourself, but they are crucial for your team’s growth and success.
14 OKR goal-setting meeting
The quarter is coming to an end, and as a manager, you know it can only mean two things: It’s time to evaluate the goals that your teammates set up 90 days ago, and it’s also time to set goals for the upcoming 90 days. As a manager, you probably know that aligning individual goals with company objectives is crucial – yet complicated. To help you achieve this, we curated this OKR template that you can use to set goals with your direct reports.
15 Sales team meeting
A sales team meeting focuses on current clients, lead generation, and strategizing. Looking for tips and ideas to create the perfect sales meeting agenda? We’ve got you covered! This template will help run sales team meetings that drive great results.
16 Marketing team meeting
Your marketing team meeting serves the purpose of showing progress on relevant metrics and goals. It’s an opportunity to support one another in assessing the success of your campaigns and testing, identifying challenges and opportunities for new strategic iterations, and lastly, outlining actionable next steps.
17 New employee first 1:1 meeting
At Fellow, we believe that the one-on-one meeting is the most powerful tool a manager has to build rapport, motivate people, and become a better leader. If you’re just joining a team, or you recently hired a new employee, one of the most important things you can do is schedule your first one-on-one meeting with them – and make sure that one-on-one meeting runs smoothly.
18 Brainstorming meeting
Have you ever attended a brainstorming session where a couple of outspoken participants dominated the conversation… or hundreds of ideas were thrown around the room but nobody recorded action items? Facilitating a great brainstorming session isn’t easy. However, preparing an agenda in advance will help you structure the conversation and empower everyone on your team to speak up and share their ideas.
19 Formal meeting agenda
Taking meeting minutes at a formal meeting is an important role. This formal meeting agenda template will help you create an effective record of meeting decisions and discussions.
Tips to remember (for all types of meetings)
Meeting agenda templates are great tools for keeping you and your team organized, productive, and ultimately, effective. Here are some final tips that we want to leave you with today that you should consider implementing for each meeting that you organize or attend:
- Define a clear meeting purpose
- Prepare an agenda in advance (no agenda, no attenda!)
- Encourage participation from all attendees
- Follow the meeting agenda to stay on track
- Record decisions and action items
- End each meeting with a recap
We hope these meeting agenda examples and templates will serve you and your team well. Give them a try and let us know how it goes! If you found this article helpful, be sure to share it with your friends or colleagues.