Leadership Team Meeting Agenda Template

Drive the company forward and make strategic decisions by using this meeting agenda for leadership teams.

Leadership Team Meeting Template
Use this template for free

Leadership requires foresight, and having foresight signifies the need to plan ahead and effectively make decisions that benefit your organization. If you want your leadership team to make better business decisions, you can start by scheduling a recurring leadership team meeting and using the leadership meeting template we’ve included below.

Leadership team meetings provide phenomenal value when properly executed and the tone of the meeting is set right from the meeting agenda. 

Why leadership team meetings are crucial to your company’s success

Leadership teams are typically responsible for the growth and direction of an organization. As a member of the leadership team, you are likely involved in guiding decision making processes and building consensus among team members to make important decisions. 

In a 2004 Harvard Business Review Article, Michael Mankins noted that many leadership team meetings are ineffective in terms of decision making and as such are usually a waste of time:

“Most leadership team meetings (more than 65%, according to our research) are not even called for the purpose of making a decision. They’re held for “information sharing,” “group input,” or “group discussion.”. . . very few executives surveyed (only 12%) believed that their top management meetings consistently produced decisions on important strategic or organizational issues. When leadership team meetings do produce decisions, many organizations have difficulty making them stick.”

Workplaces are increasingly fast-paced and time is an essential resource in every organization. Leadership meeting topics are sometimes not optimally addressed during meetings. Preparing a well thought out leadership meeting agenda will provide a solid foundation for your team to set and accomplish goals. 

How can you ensure that your leadership meeting agenda provides value to your team?

Leadership teams are expected to take initiative, be resourceful, and consistently communicate the vision of the organization. As a leader, you are tasked with creative problem solving, delegating projects, and overseeing their implementation.

To help your leadership team balance their many competing priorities, your leadership team meeting needs to cover the following topics:

6 Items for your leadership team meeting agenda

  1. Updates: Share news and announcements.
  2. Metrics: Review quarterly goals and their progress.
  3. Wins: Discuss recent victories and team accomplishments.
  4. Roadblocks: Identify challenges/concerns/how can other teams help?
  5. Feedback: Provide suggestions for improvement.
  6. Priorities: What is each department focusing on until the next time we meet?

1 Updates

Your leadership meeting agenda should start off with updates. The beginning of the leadership team meeting is typically the best time to share organizational announcements and news. This gives everyone an opportunity to speak and stay tuned in for the rest of the meeting. 

This section will ensure that the leadership team is updated on important departmental initiatives and everyone develops a rounded perspective which translates to informed decision making.

2 Metrics review

Use your leadership team meeting to track progress on company OKRs and overall goals for each department. Identify what projects and initiatives are going in the right direction, and what needs more attention.

Including a metrics review to your leadership team meeting agenda provides your team with a clear point of reference that can be revisited in subsequent discussions during the meeting. 

3 Wins

This is the time for your team to discuss what’s been going well and how the team’s collective efforts are translating to organizational success. Note your winning strategies and analyze ways to apply them across the board. 

Leaders deserve recognition too! Celebrate victories and congratulate teammates who have made remarkable achievements in their individual departments.

4 Roadblocks

Understanding your wins is just as important as understanding your failures and the challenges your team or company is facing. Identifying these roadblocks may not lead to immediate solutions but it helps reduce anxiety within the team.

According to Rob Catalano in 2016 Work Tango article:

“. . . it’s also important to recognize that not all roadblocks are avoidable. While there are ways to prevent some challenges, handling roadblocks is an ongoing part of the manager’s role. Try not to be conflict averse, and handle roadblocks head on.” 

Use this part of your leadership team meeting as an opportunity to reaffirm the need to apply an approach rather than an avoidance mentality. Reiterate the value of experimentation in fostering a culture of innovation in your organization.

5 Feedback

It is always important to dedicate time at the end of the meeting to open up the floor to your team. This reinforces collaboration and the value that each teammate brings. Creating room for feedback in your leadership meeting agenda allows for diverse and insightful leadership meeting ideas.

6 Priorities

One of the biggest benefits of a productive leadership team meeting is when it leads to impactful outcomes. Utilize this time to make sure everyone has a clear understanding of their individual priorities and the overall team objectives for the upcoming week.

Final tips to run an effective leadership team meeting

The topic of leading effective team meetings was discussed in a Balance Careers article written by Dan McCarthy in 2015, and the concluding part states:

“An opportunity to meet and work with your team is a horrible thing to waste. It is imperative that you develop the discipline to plan and lead meetings that people value and push initiatives forward. ”

Leaders are already often busy with their day-to-day responsibilities, and a team meeting shouldn’t be a burden. If you plan and coordinate your leadership meeting agenda to ensure you’re creating value within the allotted time, it will lead to a positive experience for your team members and a positive outcome for your organization.

To host an impactful leadership team meeting, here’s a summary of the six items on our leadership meeting template that you should include in your agenda:

  1. Updates: Share news and announcements.
  2. Metrics: Review quarterly goals and their progress.
  3. Wins: Discuss recent victories and team accomplishments.
  4. Roadblocks: Identify challenges/concerns/how can other teams help?
  5. Feedback: Provide suggestions for improvement.
  6. Priorities: What is each department focusing on until the next time we meet?

Use the Leadership Team Meeting template in Fellow

Fellow.app for Remote Team Meeting Agendas