By On Sep 01, 2019 Free Templates
Under the main categories, list the subcategories. Under Call to Order, you might include Roll Call, Introductions, Approval of Previous Meeting Minutes, President Report and Treasurer Report. Under Purpose of Meeting, leave enough blank space for meeting organizers to include that information. Under Presentations, start with Old Business and then leave enough room for a meeting organizer to list the days new topics of discussion. If you hold meetings by committee or department, start with New Business and list each department or committee name. After the final committee or department heading, list Old Business, where you review unfinished tasks from the last meeting. Under the Meeting Close, list Action Items, Next Meeting Date and Adjournment.
Before you begin, we encourage you to carefully consider what the goals of the meeting should be. What should the discussion revolve around? Which actions are of the highest priority? Answering these questions will help you more quickly arrange your agenda for maximum productivity. Maybe you will use your agenda to go over your fundraising summary from last quarter, or maybe you will discuss the next company press release, a new case study or a revamp to the company media kit. Use the text toolbar to organize information by varying font size, color, or text styles. Dont forget that you can insert tables, images, links and videos to reference during the meeting. This section should reflect the letterhead of your companys documents. Replace the placeholder with your companys logo. You can leave the title as Meeting Agenda or be more descriptive with a title like Kick-Off Meeting for Project X. Then, set the day, month, and year that the meeting will take place. Dont forget to change the background section color to match your companys branding too!
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!
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