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Monthly Leadership Meeting Agenda Template

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Use this monthly leadership agenda to guide dynamic discussions on strategic initiatives, organizational updates, and key metrics.

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Monthly Leadership Meeting Agenda Template
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this monthly leadership meeting agenda template?

1📈 Key metrics

Share updates on performance goals, financial results, and the forecast for the next month

2🧰 Operational and team updates

Discuss the operational side of the business including challenges, areas for improvement, upcoming staffing changes, talent development initiatives, etc.

3🎯 Update on strategic initiatives

Evaluate current strategies against organizational goals and objectives

4💡 Innovation and growth opportunities

Explore new market opportunities, innovation initiatives, and growth strategies. Brainstorm new strategies to reach organizational goals

5🌱 Professional development opportunities

Explore opportunities for growth by sharing information on training, workshops, and development resources available to staff

6🛑 Risk management and compliance

Review risk exposure, compliance issues, and mitigation strategies

7✅ Action items

Document key decisions and next steps

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Fellow is the only all-in-one AI meeting transcription and management software for remote and hybrid teams. Have fewer, more effective meetings and 1-on-1s with AI, behavior-driving features, and seamless integrations.

  • Brittany Forsyth
    Brittany Forsyth
    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.”

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “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
    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.”

  • Liam Martin
    Liam Martin
    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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