5 Meeting Agenda Templates

Effective agendas increase the productivity of meetings because they establish what needs to occur before, during, and after a meeting. It helps everyone get on the same page on what needs to be done, and done right enables teams to quickly address key issues.

Depending on the meeting’s purpose and the needs of your business, agendas can be simple or complex, tightly scripted or casual. What follows are five different examples, formal to informal, of agendas that enable teams to move fast and execute effectively.

5 Meeting Agenda Templates

Creating an effective meeting agenda depends on the situation: Who is meeting? What needs to get done? Is this a large, formal event or a smaller team check-in? Based on the need, agendas can take on very different forms. What follows are five examples of agendas to suit different purposes.

Sample Board Meeting Agenda Template

This example covers a more formal situation for a board meeting which includes recording and review of formal meeting minutes.

Alpha Company Board Meeting
AGENDA
January 1, 20XX
Time: 10:00 am

ATTENDEES
Amanda P.
Sarah H.
Sam B.
Adam W.
Daniel H.

I. Call to Order
II. Approval of the Agenda
III. Approval of the Minutes
IV. Reports

• Executive Director
• Finance Director
• Nominating Committee
• Governance Committee
• Public Relations Committee
  V. Old Business
• Board nominations
• Contract negotiations
  VI. New Business
• Quarterly Sales Call
  VII. Comments and Announcements
  VIII. Adjournment
  Next meeting date March 1, 20XX

Sample Internal Team Meeting Agenda

A more informal example is a weekly sync. Often these can be distributed via email or in a calendar invite prior to the meeting. It's a list of topics to cover without the formality of recording who is in attendance when it's a group that is regularly meeting.

Sales and Marketing Weekly Sync
Date: January 1, 20XX, 9AM
Place: Delta Room

Agenda:

• Introductions, review agenda, discuss additional agenda items
• Quarterly sales and marketing review (Sam)
• Discuss holiday event plan and identify next steps (Mary)
• Review action items from meeting

Sample Project Team Meeting Agenda

Projects that involve larger teams, cross-functional stakeholders, or more coordination may have slightly more detailed agendas including action items and responsibilities in order to establish expectations.

Meeting Agenda
Project Name: Website Revamp Team Meeting
Date: March 24, 20XX
Time: 3:30-4:00
Attendees: Michelle, David, Heather, Tomasz

Agenda Items
Meeting Objective: Status updates and team tasks for the website project
Topics to cover:

• Review metrics data
• Review heat map and usability test - identify next steps on potential improvements
• Discuss whether to proceed with in-house photo shoot or purchase a stock photo: in-house photo shoot is more cost-effective and customized but 2-4 week lead time, ~$500 to get existing photos from external vendors
• Review website feedback from internal stakeholders - refer to email
• Are there any other case study galleries that people like and think we should model off of?

Status Updates on Action Items:

• Michelle to request final approval of navigation structure from Jim.
• David to forward marketing materials and content that we’d like to publish on the site
• Tomasz to run security review and gather requirements

Sample Club Meeting Agenda

In this example, this club meeting agenda is established as a way to set expectations for how long each discussion area will take and who is responsible for what. This is appropriate when people need to pre-plan their content, and for longer meetings.

Book Club Meeting
Date/Time: February 28, 20XX
Location: Sara’s House
Attendees: Logan, Megan, Susan, Sam, Ralph

OBJECTIVE
Monthly discussion of book. This week, it’s Positioning by Al Ries and Jack Trout. Assign leader to ask discussion questions and have lengthy discussion.

SCHEDULE
6:00 to 7:00: Welcome; appetizers and cocktails served
7:00 to 7:15: Give overview of book
7:15 to 8:00: Book discussion
8:00-8:15: Introduction of next book
8:15-8:30: Wrap up

ROLES/RESPONSIBILITIES
Food set-up: Ralph
Discussion questions: Logan

Sample Informal Project Check-In Meeting Agenda

Teams that meet regularly may simply need an informal bulleted list to stay on track during their regular meeting.

Project Darwin Status Meeting
Topics

• Database update schedule
• New staff contracts
• Review support contract
• Review progress calendar

Running effective and productive meetings is more than just establishing a great template - it’s about managing the communication of information around the meeting. Is everyone on the same page about what the meeting’s topics and goals are? Have decisions been shared with everyone who needs to know? If you missed the meeting, how can you catch up on the details? Ensuring that the right people have access to information both in the meeting room and after is vital to operating a successful organization.