By On Sep 01, 2019 Free Templates
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!
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.
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.
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