# 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](/content/resources/meeting-agenda-example/index.html) 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](/content/resources/meeting-minutes-template/index.html).

**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.