By On Aug 13, 2019 Free Templates
Here, you can specify the exact date and location. If your meeting is online, make sure to include call-in details for phone or video calls. You also have the option to specify what attendees should read or bring to the meeting. This will make it clear what attendees should be prepared to discuss during the meeting. This is pretty explanatory. Who is leading the meeting? Who is taking notes? Who are the other attendees? All meetings must have a stated purpose or agenda. Attendees should walk away with concrete next steps or action items. The meeting should have an end time.
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!
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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