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Formal Meeting Agenda Template

Use this formal meeting template (inspired by Robert's Rules of Order) to make your meetings more effective.

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What’s inside this Formal Meeting Agenda Template:

Inside this formal meeting agenda template you’ll find an overview of the areas you need to report on as the minute taker. 

Before you begin, don’t forget to write down the names of the meeting facilitator and invitees at the top of the agenda!

1 Call to order

State the time, meeting location and the name of the organization.

2 Roll call

Record who was present at the meeting.

3 Approval of minutes from last meeting

Board members review and approve the minutes from the previous meeting.

4 Open issues

Review items that the board has previously discussed and are ready for formal approval. 

5 New business

Invite discussion and facilitate debate around new business items.

6 Adjournment

To close the meeting, the facilitator thanks the members for attending and declares the meeting adjourned. This action should be recorded in the meeting minutes.

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About the author

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

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    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

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    Head of Customer Success, KeepTruckin

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

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    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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