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6 Sample Meeting Agenda Examples [and 80+ Templates]

Meeting agenda templates to copy or download

May 17, 2021
6 Sample Meeting Agenda Examples [and 80+ Templates]

Are you looking for the best examples and templates of well-organized, effective meeting agendas? Good.

The more prepared you are for your next meeting, the better the meeting is going to go. Meetings with agendas tend to finish earlier than meetings without them.

Plus, good meeting agendas promote engagement and participation in the meeting.

Our research found that agenda usage was a meeting practice that correlates with being happier and more productive overall.

We'll start with some general tips for better agendas, but you can also skip immediately to the templates below.

Meeting Agenda Templates (Contents):

  1. Simple Meeting
  2. Team Meeting
  3. Business Meeting
  4. Weekly Leadership Meeting
  5. Formal Meeting Minutes
  6. Board Meeting

Meetings without agendas are a significant expense

Meetings are one of your larger expenses, ranging from hundreds to thousands of dollars of people's time and focus. Taking up so much time and energy, it makes sense to take a couple of minutes to make sure that everyone’s time is well spent.

When you multiply the hours and salaries of every employee at every meeting, you will find that meetings are one of your biggest expenses.

Hour-long meetings typically cost between $300 and $3,000."
—From the book: Vital Meetings

A thoughtful agenda helps everyone show up to the meeting knowing:

  1. What the goal of the meeting is
  2. What will be discussed
  3. What decision-making needs to take place

With a solid meeting agenda, everyone can stay focused.

No matter how you organize your meeting agendas and notes, you can use these examples. It doesn’t matter whether you put your meeting agenda in your calendar invite, in a Google doc, in Word, or you use a meeting notes hub like Hugo — although every approach to organizing meeting agendas and notes has pros and cons.

What matters most, though, is that you have a meeting agenda at all. As many as two-thirds of all meetings don’t have one.

Plan the agenda for your next meeting, and you’re already doing better than the majority of meeting organizers.

Tips for writing your agenda

Across many different types of meetings — whether they are staff meetings, committee meetings, project check-ins, board meetings, or sales calls — there are common items you will see listed on agendas over and over

You might think of these as the building blocks for your agenda. Depending on what type of meeting you’re having, choose what agenda items are appropriate. 

What types of agenda items are there?

Agenda topics usually fall into one of three categories:

  1. Informational. An update or presentation.
  2. Discussion Topics. A conversation to understand an issue and reach a decision.
  3. Action Items. And update and discussion on the status of a task.

PRO TIP: Be careful with how much time you spend on informational agenda items. Too many updates and long presentations may not only be boring, but they’re also not always necessary. 

Instead, try sharing information beforehand, like in a Google Doc, slide deck, or even a Loom video. Save your precious meeting time for activities that involve everyone, like discussions.

Free, 15-minute guide to shorter, fewer, better meetings.

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"My meetings have transformed."
—Nick Valuri, Zapier
Vital Meetings book cover

What should an agenda include?

Here are some of the key components of an agenda:

  • Welcome & introductions
  • Agenda overview
  • Presentation
  • Status Updates
  • Discussion
  • Decision
  • Question & Answer (Q&A)
  • Action Items (initially left blank)

None of these basic agenda items are helpful without being applied specifically to your meeting. That is where seeing meeting agenda examples across a variety of topics will help you write your own agendas

Below are sample meeting agendas. We’ve filled them in to give you a sense of how the meeting agenda should look. Downloading the template will give you a blank version.

If you’re just looking for templates to copy, skip this part and head straight to our gallery of 80+ meeting agenda templates that are free to download as Google Docs and Word Docs. 

(These agenda templates also come standard in your free Hugo account.)

Just remember, however you decide to download these meeting agenda templates, put them to use. A meeting agenda is only going to lead to a better meeting if you use it.

How do you create a simple agenda?

The best agenda for a meeting is often a simple one. A simple agenda answers two questions for all attendees:

  1. Why am I at this meeting?
  2. What do I need to do in the meeting?

Here are three tips to that end.

1. State the meeting’s purpose.

If the meeting’s goal isn’t already made clear by the meeting’s title, put it at the top of the agenda.

Don't write: Pricing roll-out.
Instead write
: Coordinate pricing roll-out

2. Use verbs.

List out generally what needs to happen, but as actions, not nouns.

Don't write: 2021 hiring
Instead write
: Determine budget and timeframe for 2021 hiring

3. Add bullet points.

Instead of including paragraphs of information in your meeting agenda, use bullet points to list out any areas of discussion or updates that need to be taken separately.

Don't write: Sales, Marketing, Engineering, and Product
Instead write:

  • Sales
  • Marketing
  • Engineering
  • Product

Simple meeting agenda template

Following the tips above, you can use this example of a simple meeting agenda for various meetings, especially short, casual meetings that don’t have many items up for discussion or decision.

Simple Meeting Agenda Example

Meeting type (Update, Discussion, Decision)
Discussion/Decision

Goal
Discuss agency performance and decide whether to renew for another year.

Agenda

  1. Review agency performance to date and compare against benchmarks
  2. Discussion: Does missing benchmarks warrant a change? Is it worth the costs?
  3. Decision: Should we renew with them for another year

Next Steps

  • Item one
  • Item two
  • Item three

Tips for team meeting agendas

You meet with your team regularly. Outside of meetings, you also have healthy team communication habits.

Because you meet more with your team than anyone, small improvements in your meetings can result in big gains. One of the best ways to introduce those improvements is via the meeting agenda.

Always state the meeting's purpose or goal

We talked about this above, but a common mistake on meeting agendas is not explaining why the meeting exists.

We might have good meeting habits with customers and partners, but we can get lax when with our own team meetings.

It’s time to show your team members some respect. Every meeting should have a clear goal so that everyone who shows up knows why they showed up. (Turns out, people appreciate knowing why somebody invited them to a meeting!)

Here's a short video covering the dos and don'ts of stating your meeting's purpose.

Video Player: How to state the purpose of a meeting

Team meeting agenda example

The sample agenda is for a general team meeting. Often these kinds of team meetings are recurring meetings that happen once a week.

⭐ PRO TIP: If you have a huge decision to make, don’t put it first on your agenda.

Logic might tell you to start with the biggest, most-important discussion at every meeting...But, as with a good workout, it’s good to warm up.

If you have some smaller decisions to make, it can be helpful to start with them. This gets everyone engaged in the discussion while decisions are easy and the stakes are lower."
—From the book: Vital Meetings
Weekly Team Meeting

Purpose

Review top-level metrics, coordinate projects, and discuss pressing topics.

--

Agenda

Celebrate wins

Data to review

Updates Roundtable

  1. Name
  2. Name
  3. Name

Discussion Topics

--

Action Items


Business meeting agenda sample

Here’s a sample meeting agenda that could cover topics from various people and departments. This flexible agenda template leaves room for team members to add their own agenda items to the list.

Notice something about the same agenda here though: Updates are limited to two minutes per person. Keep the updates short. If someone at the meeting needs more detail, they can ask when the meeting is over.

Weekly Team Meeting

Say Hi

Make sure everyone's here and ask for a volunteer scribe.

Kickoff each meeting with a quick update from each team

If anyone else has any questions about something relating to one of the other teams, now is your chance to ask. (2 min per update)

  • Marketing
  • Design
  • Data & Analytics
  • Product Managers
  • Community
  • International

Go through the items that people added to the agenda

Ask whoever added the item to introduce it and lead that part of the conversation. 

Sum up next steps/actions

  • Clarify what actions need to be taken and assign a responsible person for each task
  • Choose someone else on the team to be meeting lead next time and add it to next week's agenda

Weekly leadership meeting sample agenda

Leadership teams should meet on a regular basis in a meeting where the biggest issues impacting a team or company are brought to the surface. This is less formal than a board meeting, but still highly strategic. Here’s an example agenda for this kind of executive meeting.

Exec Weekly Team Meeting

Review Metrics/KPIs

Track progress on metrics, goals vs. actual. Where are we off from the plan? Why?



Insights

  • What’s going on in the company?
  • What’s going on with the customers?
  • What’s going on in the market?

Roundtable

Keep everyone up to date, look for efficiencies, and help each other get unblocked.

Name

  • Recent wins
  • Current priorities
  • Anything you are stuck on?

Name

  • Recent wins
  • Current priorities
  • Anything you are stuck on?

Deep Dive

Before the meeting, select a project or area of the business to do a deep dive into. Have someone give a presentation on that area.


Messages to share with the team

Is there anything to be communicated to the entire company?



Next Steps

  • @name Task by DUE-DATE

Agenda templates for formal meetings

Formal meeting agenda template

For more formal meetings that follow the traditional structure, make sure to use a more formal template. 

Types of formal meetings include:

  • Formal business meetings 
  • Committee meetings
  • Non-profit organization meetings

(By the way, the formal meeting structure usually follows a framework called Robert’s Rules of Order.)

This agenda template helps you organize the meeting, run it according to the proper procedures, as well as prepare meeting minutes in the process. 

If you need additional guidance, see the best way to take meeting minutes.

Formal Meeting

Call to Order

A [meeting type] meeting of [organization name] was held on [date] at [location]. It began at [time] and was presided over by [chairperson’s name], with [secretary’s name] as secretary.

Attendance 

Voting members


Guests


Members not in attendance


Approval of minutes

A motion to approve the minutes of the previous [date] meeting was made by [name] and seconded by [name].

Officer’s Reports


Other Reports


Main Motions

  • Motion by [name] and seconded by [name] that [state the motion here]. The motion [carried or failed] with [#] in favor and [#] against.

Announcements


Adjournment

Board meeting agenda template

Before you skip down to the board meeting template below, take heed to some important advice.

Tomasz Tunguz, managing director at Redpoint Ventures, says the key to a successful board meeting isn’t the meeting itself—it’s the preparation.

The most important aspect of [a board meeting] is the meeting memo. This way you don't spend half the meeting briefing one another.”
—Tomasz Tunguz, Redpoint Ventures

Here is his advice on how to create and circulate your board memo:

  1. Each team leader writes their own section, no more than 1-2 pages summarizing the state of the business. Introduction, things going well, challenges, plans for the future, update on items from last time. These sections can contain graphs and charts
  2. The CEO summarizes and provides a narrative at the beginning of the document
  3. The VP Finance attaches the financial statements and key reports
  4. The team circulates the narrative with the board ahead of time. Board members comment and ask questions as they read. The team clarifies points and provides analysis where necessary
Start-Up Board Meeting

Big Picture

  • CEO Update
  • Highlights
  • High-level Challenges
  • Company Needs

Calibration

Tell the story of the company using the fewest number of metrics/charts to properly frame the current status.

Financial metrics

Financial performance & forecast (quarterly)

  • Quarterly P&L
  • Monthly waterfalls (revenue, burn, cash balance, headcount)
  • Performance vs. Plan

Funnel metrics

  • Website Visits
  • Leads
  • Conversions
  • Conversion Rate

Product engagement metrics

  • Signups
  • Downloads
  • Activations
  • Engagement
  • Retention
  • NPS

Company Building & Updates

Org Chart 

  • Forward-looking - show current team and positions to be filled w/in 6 mo.

Product/Engineering

  • Product Roadmap
  • ---Major launches & achievements since last meeting
  • ---Roadmap next 6 mo. (where is company heading)
  • Major Challenges (where is help needed?)

Growth/Marketing

  • Performance against KPIs
  • Positioning
  • Brand
  • Messaging
  • PR

Sales/BD

  • Performance against KPIs
  • Sales pipeline & forecast
  • Major challenges (where is help needed?)

Operations (if appropriate)

  • Performance against KPIs
  • Major challenges (where is help needed?)

Working Sessions

Session One

  • Deep dive into a functional area, partnership opportunity or business challenge

Session Two

  • Deep dive into quarterly goals or product challenges

Closed Session

  • Feedback to founders
  • Formalities
  • Stock option grants

How to set and share a meeting agenda using Hugo

If this article has inspired you to set a solid agenda for your next meeting, you can use Hugo send and share your agenda, and auto-organize your meeting notes afterward.

All you need to do is set up a free Hugo account by connecting your work calendar.

Setting your meeting agenda in Hugo

To auto-add a template from this article, you’ll want to scroll back to that template and click “Get this template” followed by clicking the big blue button “Use template in Hugo”.

After a super-quick account setup, Hugo pulls in your meetings into a calendar-like view. Find the meeting you want to set an agenda for.

Click the meeting, and then in the “Prepare” area, click on the sample agenda template of your choice. The template content will appear in your agenda. Fill in the text with more information.

Sharing your meeting agenda using Hugo

Hugo offers multiple ways to share an agenda, but one of the most popular is to create a “public link”.

This public link is actually quite private—only people who have the link can find it.

Flip the “Add link to calendar” switch in the bottom right corner to add a link to your calendar event description.

How to add an agenda link to your calendar event

Or, to share by hand, click the Share button. Toggle the public link on. The link will automatically be copied to your clipboard. 

How to share your meeting agenda using Hugo

You can also easily email it to everyone at the meeting by clicking the email button.

This link takes people to a clean, professional, branded page that shows your agenda. Here’s what that public sharing page looks like.

Public agenda link share page

Conclusion: Putting your sample meeting agenda to use

To recap, for a productive meeting agenda:

  1. State the meeting’s purpose. Make sure everyone knows why they’re invited.
  2. Use verbs in your agenda. What are you trying to accomplish?
  3. Add bullet points. They encourage you to keep things brief and organized.

Now that you have seen various sample meeting agendas, it’s time to go out and create your own. Be sure to get a head start.

Grab whatever templates you might need from our free agenda template library. You can download each sample agenda as a Google Doc, Word Doc, or add them to a free Hugo account.👇

Free Sample Meeting Agenda Templates

This template library has all sorts of meeting agenda samples including templates for product team meetings, marketing, sales conversations, one-on-ones, and customer meetings too.

And if you want to learn how to run your meeting effectively, read this article on the ingredients of an effective meeting strategy.

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FAQs about our sample meeting agenda templates

Are all these meeting agenda templates free to download as Word Docs, Google Docs, use in Hugo?

Yes, every single one of the sample meeting agendas on this page, as well as the 80+ in our template library are free to use and download.

How to download a meeting agenda template as a Word document

Download Word meeting agenda template
  1. Click “Get this template” in the bottom right corner of the sample meeting agenda you want.
  2. This will take you to a screen where you can choose what type of document you want for your free meeting agenda template.
  3. Click "Download for Word".
  4. Input your work email address in the space provided and click "Download". You will be emailed instructions on how to download your free meeting agenda template Word doc

How to download a meeting agenda sample as a Google Doc

Google Doc sample meeting agenda example template
  1. Click “Get this template” in the bottom right corner of the sample meeting agenda you want.
  2. This will take you to a screen where you can choose what type of document you want for your free meeting agenda template.
  3. Click "Open as Google Doc". This will take you to a read-only version of the agenda template.
  4. Go to File > Make a Copy to copy the sample agenda to your own Google Docs

How to save your finished meeting agenda as a PDF

Once you have customized your sample agenda to your liking, you may want to share the document. While a link is the most pragmatic way to share an agenda—it allows you to edit your meeting agenda after the fact—sometimes you need a PDF because you either want to print the agenda or attach it as a file in some way.

Save a meeting agenda as a PDF in Hugo

  1. Click the Print icon on the top right of your Meeting Preparation.
  2. In the Print Dialogue that opens, choose the Destination dropdown
  3. Select “Save as PDF

Save a meeting agenda as a PDF in Google Docs

  1. Open the File menu
  2. Click Download
  3. Click PDF Document (.pdf) from the list of file formats
  4. Locate your PDF file in the default folder for downloads on your device. Google Chrome users will also see the download appear in the download strip on the bottom of their screen
  5. If you don't see your meeting agenda file right away, don't worry. It takes Google Docs a couple of seconds to turn the Google Doc into aPDF.

Save a meeting agenda as a PDF in Word

  1. Click File.
  2. Click Save As.
  3. Click File Format near the bottom of the window.
  4. Select PDF from the list of file formats.
  5. Name your meeting agenda file, then click Export.

How to turn a meeting agenda template into meeting minutes

To take your meeting minutes, fill in the meeting agenda document with more information. 

Usually, this takes two to five bullet points under each agenda topic that summarizes key points and decisions.

Remember, meeting minutes should not be a verbatim accounting of everything that happened. They should highlight key information, decisions, and next steps. 

Usually, you’ll want to take these notes in real-time during the meeting but you can also complete them from memory after.

How do I create a meeting agenda in Excel?

Excel isn’t ideal software for meeting agenda templates. It’s difficult to format text in Excel so that it’s easy to read. You can’t even make bullet points in Excel!

Plus, all of Excel’s great features—sorting, functions, math—aren’t particularly helpful for agendas.

I strongly discourage you from using Excel to organize your meetings. If you need a chart or table in your meeting agenda, paste it into a regular doc or link to it.

Example - How do you start a meeting?

Use small talk to grab attention. I used to work with a sales leader who would start every meeting with a couple of minutes of small talk. His favorite topic was sports. One day he told me this wasn’t because he was such a huge fan.

Sales meetings can be tedious, but by discussing something more interesting, he could command the group’s attention, he would transition to the business at hand.

Jump straight into the agenda. Because you’ve set an agenda and shared it with all attendees, assume everyone knows what the meeting is about. You don’t need to repeat what is already there. When it's time for the meeting to start, go for it.

You might say something like, "Okay everyone. Thanks for coming. First in today's agenda is..."

What is the order of an agenda?

The order of an agenda is a prioritized list of what will be discussed and decided. Usually, the order should flow from the most important, largest topics, down to smaller issues.

What is an action item in a meeting?

An action item is a task that someone needs to complete outside of the meeting.

In your meeting notes or meeting minutes, note each action item:

  1. State the action item using an action verb
  2. Include the name or initials for who is responsible
  3. Include a due date if you know one. For recurring meetings, the due date is often assumed to be the next meeting.
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