Quarterly Planning Meeting Template
Examine progress metrics, identify learnings, and set new priorities based on the ...
View templateThe first step to an efficient and productive planning meeting is to start with an agenda. Fellow makes it easy to create an agenda using on of agenda templates, or by creating one of your own. From there, Fellow prompts meeting attendees to prepare for the upcoming meeting and collaborate on what to talk about. During the meeting, check off points as they get discussed, add notes to have a central source of truth, and document action items and next steps. This way, everyone leaves the meeting on the same page.
Agenda templates for planning meetings will ensure the most important and relevant things are discussed at every meeting. Saving and reusing the same template will build the habit of meeting preparation across your team, and everyone will know exactly what needs to be prepared.
Effective planning meetings often include background information, brainstorming, prioritization and end with clear action items.