By On Sep 01, 2019 Free Templates
Start your agenda template with a heading that leaves space for the date, location and time of the meeting, as well as a line for the purpose of the meeting if you are creating a template you will use for different types of meetings. If the template is for only one type of meeting, such as a monthly meeting of department heads or quarterly meeting of executive management, put the meeting name at the top. Next, list the main meeting agenda categories. Consider headings such as Call to Order, Purpose of Meeting, Presentations and Meeting Close. Designate who will present each section.
Everyone should be taking notes during the meeting (or at least recording pertinent information that applies to him/her). If there is a dedicated notetaker or secretary in charge of the minutes, this person should be taking detailed notes of everything discussed during the meeting. These notes will serve as a reference in case any questions arise after the meeting. Dont forget that there are many different types of meeting structures. Some startups and companies employ a daily stand-up meeting (also known as a daily scrum) where the whole team meets every day for a quick status update. These meetings require standing up to ensure that the meeting is short. Remember, this document is flexible and can adapt to your needs. You are not bound to the templates current structure. Continue to tweak and optimize your meeting structures and agenda template until you find the right fit by rearranging or adding elements. Whatever your use case, just make sure its organized, easy-to-follow, and keeps you on track!
Use this space to review what was discussed in previous meetings. This will give everyone context to the current meeting and a better sense of whats to come. Are there any important action items or notes from the previous meeting that need particular attention? Whats the status of each of these items? Still pending? Needs review? Completed? Identify whats needed to close any open items. After reviewing old business, go over new business topics. What new items need to be discussed? Team members should be able to contribute updates to their individual projects and action items. Keep things organized by dividing major discussion topics by subtopics. This space will help you organize the projects that need to be reviewed, started, or finished. Reviewing action items will ensure that everyone in your team is on the same page. In addition, defining who is responsible for carrying out each action item will keep everyone accountable for completing the task. What future items should everyone make note of? List out any additional discussion points that were not addressed in this meeting and new ones that should be discussed after action items are completed.
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