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How to Nail Your Weekly Team Meeting [+6 Free Agenda Templates]

6 key agenda items, plus meeting templates for remote & in-person teams

How to Nail Your Weekly Team Meeting [+6 Free Agenda Templates]
Rob Lennon
Customer Education Lead at Hugo
Marketer and author with 18 years experience in retail and SaaS startups across healthcare, mar-tech, and ad-tech, and productivity software sectors.

Team meetings are critical to your success. Probably more than you realize.

A 2011 study found that “team meeting processes shape both team and organizational outcomes” inside and outside the meeting.

Said without the academic jargon: What happens in your team meetings dictates what happens in your team in a big way.

The above study found that not only were better meetings associated with higher team productivity, but having constructive meeting processes correlated with organizational success 2.5 years after the meeting.

Good meetings had major, long-term effects, and the opposite was even more true. Dysfunctional communication in team meetings showed negative effects that were more pronounced than the positive effects.

These findings align with our own more recent research that also shows meeting culture is tightly correlated with overall team culture, happiness, and employee well-being.

Long story short—research shows that the stakes for having great team meetings couldn’t be any higher.

If you want a happy, healthy, productive team at work, you need to have great team meetings.

To that end, we’ve put together for you a quick guide to running successful team meetings, including resources on what to include, how to run your sessions, and free example templates to download or copy.

Among our examples, we'll show you the agenda templates that three real-world businesses use to run their weekly team meetings.

Article Contents

  1. <li-toc>What To Include On Your Team Meeting Agenda<li-toc>
  2. <li-toc>6 Free Sample Agenda Templates<li-toc>
  3. <li-toc>How To Run Great Team Meetings<li-toc>
  4. <li-toc>Customizing Your Weekly Team Meeting Agenda<li-toc>
“Give me an agenda or else I’m not going to sit there, because if I don’t know why we’re in the meeting, then there’s no reason for a meeting.”
<t-green>—Annette Catino, chief executive of the QualCare Alliance Network<t-green>

Team Meeting Agenda Format - What To Include

Researchers have found that people don’t universally hate meetings, despite popular memes and discourse.

Employees actually enjoy meetings when they have a clear objective, and when important, relevant information is shared.

That's why the meeting agenda is so important to being ready to go when the meeting starts.

To bring clarity to your weekly team meetings, create a standard agenda template like the example one we share here.

Common to weekly meeting agendas are a set of core agenda items that tend to be in any team meeting agenda template, regardless of whether that team is in marketing, product, sales, operations, or any other department.

Common team meeting agenda items:

  1. Share Wins
  2. Review Metrics
  3. Provide Updates
  4. Discuss Strategy
  5. Make Decisions
  6. Affirm Action Items

Here are some tips as to when to write these topics into your agenda to help you get started.

<h-circle>1.<h-circle>Share Wins

Starting off a meeting by sharing wins from the week serves as an icebreaker to help get the team warmed up and talking, which is especially useful if you're on a virtual screen share or doing audio conferencing like with a conference call.

Sharing wins also starts the team meeting out on a positive note. It's also a great way to highlight the priorities and projects that the team is working on.

In addition, sharing team wins charges up team members with energy. 78 percent of employees surveyed in a recent study said that “being recognized motivates them in their job.”

Wins can be your own "humble brag," or kudos given to another team member. And these wins don’t need to be giant, world-changing moments, either.

In a sales team meeting, for example, a win doesn’t have to be closing a deal. It might be scheduling a call with a great prospect, learning something new, or even a new employee doing their first demo.

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

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"My meetings have transformed."
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Vital Meetings book cover

<h-circle>2.<h-circle>Review Metrics

What are the priorities that your team is trying to accomplish? Great teams measure their success and chart it weekly to keep track of progress on their key performance indicators (KPIs). Meeting notes are a fantastic, recurring doc to log this data that keep everyone on the same page.

On our marketing team, for example, we share 7-day and 30-day metrics in the Review Metrics section of our meeting agenda. Because our metrics can vary quite a bit across a 7-day period, especially if there is a holiday, promotion, or another impacting factor, the 30-day numbers provide extra context.

We also let employees report on the KPIs they have the biggest impact on

“It helps to follow a document with specific things each employee needs to report on. That way, you can keep up with their KPIs and ensure they're being met. If they aren't, you're aware of the issue and can work to overcome it.”
<t-green>— Stephanie Wells, Formidable Forms<t-green>

<h-circle>3.<h-circle>Provide Updates

This section may have the word “updates” in it, but I want you to think of this part of your team meeting as more like the highlights and roadblocks section.

But first, many times, status updates can and should be done outside of the meeting. Send project updates as an email or as a Loom video. Or you could discuss your projects' status in a chat thread in Slack of Microsoft Teams. You don't want your meeting bogged down with large status updates that sap the energy from all attendees.

As for slide decks, that's not the level of information sharing you want to be doing at a recurring team meeting, usually. Save the slide decks for one-off meetings where you have such an important peice of information to share, it's worth the cost of draining energy from the room.

The reason that updates are part of most weekly agenda templates is to provide a quick snapshot of the team’s activity. You’re getting that bird’s eye, whole-picture view. If there are roadblocks, you tap into the team's collective knowledge to think through solutions. You can highlight those challenges, get quick feedback, and see whether you need to bring other team members on board to help you solve your issue.

To reiterate: The key here is to streamline your status updates. Submit them in advance if possible, as bullet points in the agenda. Don't linger too long here.

<h-circle>4.<h-circle>Discuss Strategy

On our agenda, this section is called “Topics for Discussion,” but don’t be confused. You don't just write any old topic. For recurring weekly meetings, you want to keep your discussions strategic and high-level.

Harvard Business School suggests you narrow your focus, picking 1-2 hot topics that are priorities for the team.

“As the team leader, you should solicit one to two hot topics per meeting from your team. I recommend you do this no more and no less than 48 hours before it is scheduled so ideas are timely and content is fresh. Topics should not be tactical—that’s what stand-ups and 1:1s are for. Instead, focus on strategic discussions.”

Good candidates for strategy discussions are topics where all team members might have a point of view or feedback to provide. These are challenges that require the collective might of all attendees to help with their solutions. People are one of your greatest resources. So, with so many brains in the room, there aren't any roadblocks that can stand in your way.

<h-circle>5.<h-circle>Make Decisions

Want to be an effective team? Be a decisive team.

Maybe it should go without saying, but a discussion in a team meeting is usually only worthwhile if it ends in a decision. Otherwise, you’re kind of going in circles, wasting everyone’s time. Because when a discussion ends without a decision, it usually requires another meeting to be scheduled.

Research has found, unsurprisingly, that daily meeting load correlates with feelings of fatigue and workload. So if there’s an opportunity to solve an issue in your weekly meeting, then make the decision if possible. And if there isn’t, consider postponing the entire discussion until you have all of the information or people around that you need to make the decision.

<h-circle>6.<h-circle>Affirm Action Items

In your meeting notes (or meeting minutes, a more formal way to refer to meeting docs) and in the meeting itself, it’s a great practice to highlight the actions that you’re going to take in the form of tasks or next steps. You can do this by:

  • Making sure every task has an owner
  • Noting or tracking each action item
  • Assigning a due date when possible

If you don't have a due date, a good default is "before the next team meeting."

Action items must be a priority if you want good follow-through from your meetings. We put this on the agenda because often it requires a couple of minutes in the meeting to get right.

“Leave the last few minutes of every meeting to discuss the next steps. This discussion should include deciding who is responsible for what, and what the deadlines are. Otherwise, all the time you spent on the meeting will be for naught,” says Adam Bryant of the New York Times.

Sample Team Meeting Agenda Templates

About these examples

Every business is different. Different priorities. Different projects. Different team sizes. So, while most of the tips in this article will probably work for your company and your team, it doesn't make sense just to create one universal format for team meetings and declare it works universally for every type of team meeting.

Your agenda may be different than what you find in this post based on the needs of your business. (For example, you might take a meeting agenda template we have here but make it more formal.)

Below we have a variety of agenda templates in terms of types of businesses, team types, and levels of seniority.

Not all of the main agenda items that we highlight above are in each of these example docs. Rather than give you a single solution, we wanted to give you a range of potential meeting agendas that you could adapt to your company, depending on which format aligned most closely.

How to download your free template

This team meeting agenda template is available in three types of docs. Two are as a basic template document, either a Word doc or Google doc.

You can also get this meeting agenda template in your free Hugo account where you can easily set an agenda or take notes/minutes, and assign and track tasks for any meeting in your calendar.

<t-green>Get any template on this page:<t-green>
- Word Doc (download)
- Google Doc (make a copy)
- Use in Hugo (cloud software for teams)

Remember that an agenda doc can easily be turned into meeting notes or minutes just by filling it in with more information as the meeting goes on.

⭐ Weekly Team Meeting Template

This sample agenda includes all the standard elements of a team meeting agenda without any flair or fluff.

weekly team meeting agenda template download preview

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


⭐ Weekly Meeting Template (Alternate Version)

Another take on the weekly meeting, this template gives more instruction to attendees on how to use the template and run their meeting successfully.

weekly team meeting agenda template

Team Meeting Template


Objective

What is the purpose of this team meeting? Include any objectives and discussion topics.

Agenda

Does this meeting have a pre-planned agenda or structure? Include it here for easy reference.

Discussion Points

Summarize all relevant discussion points here.

Main Takeaways

What were the main insights from this team meeting? Include key decisions made, progress reports, and any opportunities, issues, or concerns that should be shared with colleagues.

Other Important Notes

Is there any other valuable information worth sharing? It does not have to be directly related to the meeting topic.

Share

List all key stakeholders not present and other departments that this information should be shared with.

Take Action

Clarify next steps, who's completing them, and when they should be done by. Note this information here to share and assign.

Follow-Up

How will we keep in touch and stay up-to-date about progress? Should we schedule another meeting?

⭐ Trello's Weekly Team Meeting Agenda

Run your team meetings with Trello's meeting style using this template, with instructions contributed by Jessica Webb, Product Marketing Senior Team Lead at Trello.

trello's weekly team meeting agenda template
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 Manager Meeting Template

Rising Tide Brewing Company uses this meeting agenda template which focuses on team leads and discussions that need to be had to keep the company in alignment on a weekly basis.

Rising Tide Brewing weekly manager meeting agenda template

Weekly Manager Meeting


Hi All!

How is everyone doing this week? What is everyone's headspace?

  • Manager #1
  • Manager #2
  • Manager #3

Last week's highs

Share some highlights from last week that lifted your spirits:

  • Manager #1
  • Manager #2
  • Manager #3

Last week's lows

Share some moments from last week that were tough:

  • Manager #1
  • Manager #2
  • Manager #3

General update

Report on any general updates within your teams. 


Last week’s goals

How did you perform against last week’s goals?


This week’s goals

Set some goals for this upcoming week.


Last week’s tasks

How did you and your team progress on outstanding tasks and projects?


This weeks’ tasks

What’s on your list this week?


Anything else to note or share?

Include any other items to discuss here.


Reminders

Include reminders to come back to in future meetings.


⭐ Executive Weekly Team Meeting

Discuss pressing issues facing the company as a leadership team so that the message presented to the company is unified. Find efficiencies across departments with a quick roundtable of updates.

Exec/Leadership Weekly 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

⭐ Weekly Sprint Meeting Template

For product and developer teams, the weekly team meeting is usually a sprint planning meeting. See how Rob Muise at Brute Strength Training tackles priorities and backlog grooming in his meeting agenda template.

Brute Strength Training's weekly sprint meeting

Weekly Sprint Meeting


📜 Last sprint

Celebrate what you achieved and discuss what wasn't completed.

💩 Backlog

The list of things we want to accomplish in this sprint.

🥅 Sprint goal for the week

Why are we implementing these backlog items?

🛂 Assign backlog items

What items/tickets is each person focusing on during this sprint?

📝 Notepad

Anything else to write down?

🖇 Links and Attachments

Documents and such that are referenced on the call.

Advice On How To Run Great Team Meetings

Weekly team meetings are a special case versus ad hoc meetings because they’re a routine meeting that happens on a regular basis. That makes them more predictable, but it also makes them more vulnerable to becoming aimless and wasteful like many recurring meetings can.

To keep your team meetings energetic and productive, here are some tips, starting with setting a goal for such a nebulous meeting.

Know your goals for recurring team meetings.

If you're familiar with our PANTS Test for meetings, you know that every meeting should have a Purpose (not to mention an Agenda, Notes, Tasks, and be Shared).

<blue-bar>Learn about the PANTS Test in our ebook, Vital Meetings<blue-bar>

The stated purpose of a recurring meeting like this one may be a harder to pin down, but if you think about it, your goals for such a meeting are as follows:

  • To cement relationships
  • To provide space for team-wide communication
  • To make decisions
  • To disagree and learn how each other think
  • To talk about the elephant in the room

With these goals in mind, if you find your team meetings aren't improving your relationships, aren't helping you make decisions, and aren't surfacing important topics for group discussion, then you probably have some thinking to do about how to better run those meetings.

Have a dedicated note-taker.

While we believe you should write your meeting notes in a shared doc (versus having everyone take their own notes), it's still a good idea to have a specific person assigned to the job of taking down the meeting minutes.

Often one person will enjoy this responsibility and do it naturally, but if nobody steps up to the plate, rotating note-takers from session to session is also an option.

Let your team run the meeting.

The best route to having an engaging team meeting is to get the team involved. That's right—if you're the host of your own weekly team meeting, you want to make an effort not to micro-manage every minute of the session.

Gartner suggests that a team leader talks during a meeting no more than 50% of the time.

Julia Austin, Senior Lecturer at Harvard Business School, takes the number down even further. “The team’s leader should not speak more than one-third of the time,” says Austin. “Your job is to guide the discussion and listen.”

Recalling the research cited at the very top of this article, giving team members some ownership of the meeting is a great way to empower them in their roles outside of the meeting too. It signals that, as a manager, you trust them with their responsibilities.

Turn the tables and empower your team to run these meetings. Instead of you taking the wheel and running check-ins—like interrogations where people receive feedback—try handing the reins over.”
<t-green>— Matthew Capala, Alphametic<t-green>

Make space for underrepresented voices to speak.

Every team has its dominant voices, and there’s no harm in sharing opinions, provided space is made for all voices in the room.

You might think this tip is about introverts and extroverts, but the issue is a lot bigger than that, and it's important.

Research shows that women and minorities often see their voices are underrepresented in meetings. Even if you think that your team culture doesn’t have that kind of bias, it’s helpful to put habits into place to ensure that it’s not happening, even if unconscious or accidental.

Video meetings with screen sharing can exacerbate this issue because a person's lack of participation can easily go unnoticed for an entire video call.

Here are a few ways to encourage more equal participation from your team:

<t-check>Go around the room.<t-check> Sometimes when you ask a question, go all the way around the room and let everyone answer.

<t-check>Call on people.<t-check> Call on specific people to share their points of view. If you’ve heard from someone multiple times, ask them to step back so others can share perspectives.

<t-check>Ask everyone to add to the agenda.<t-check> Letting team members put discussion topics on the agenda helps make space for a topic without someone having to interject.

Diversity on a team is one of its most important strengths—diversity of skills, experiences, backgrounds, and opinions. If you want the best ideas to win on your team, you have to make space for them to come to light in the first place.

Go Further 🚀
Use a meeting management tool like Hugo to set agendas, take notes, and track action items from all your team meetings.
meeting management software Hugo user interface

Schedule for irregular meeting lengths.

This tip could change your life forever so don't skip over it.

When you set a meeting to 20 or 50 minutes long instead of the standard hour or half-hour meeting, it makes people perk up and pay attention to how long the meeting is taking. A 45-minute weekly team meeting is another interesting option, even though it falls on a more standard time schedule.

Another variation on this is to end at 25/55 or 20/50 past. This gives anyone with back-to-back meetings time to actually make it to their next meeting on time.

Whichever technique you decide, I suggest you make your team meeting stand apart from your other meetings with an irregular meeting length, with 45-minutes or 50-minutes being the sweet spot for most teams that want a staff meeting every week that is long enough to review important business, priorities, tasks, and projects, but not so long that it could get boring and tiring.

It’s important to digest the ideas and suggestions made within each before moving on. But in trapped back-to-back meetings, it’s like putting food in your mouth all day and never swallowing.
<t-green>—Juliet Funt, author of A Minute to Think<t-green>

Also see our article on how long and how often to hold 1:1 meetings for more tips on meeting scheduling.

Add a ritual to your team meeting.

One meeting tip you don’t hear often enough is to add a ritual or ceremony to your team meeting. The sharing of wins we suggest on the agenda fills this to a degree, but we suggest you go even further with it or personalize it to your own company.

At Hugo, we created a peer-to-peer award called the Hugo Hero. At each team meeting, someone is nominated to be the Hugo Hero based on something they did at work that upholds our core values as a company. That person gets to apply a custom emoji to their name in Slack, showing they are the hero. At the next weekly team meeting, the Hugo Hero passes along the mantle to the next person.


team meeting ritual - the hugo :hero:

Legend has it that, in the early days, Amazon would always have one empty chair at the table during a meeting to signify “the customer.”

Other teams have their "Moment of Zen": a roundtable reflection on what each person learned that week.

The rituals help you meet the less tangible goals of the weekly team meeting — to build camaraderie and cement relationships, critical factors in sustaining positive team morale.

Appoint a “VP of Smalltalk”.

It’s not on my resume, but I have another job title at work. If, for some reason, we need to kill time for a minute in a meeting, it’s my job to start the small talk or kick off a little discussion.

What my job really is, is to make sure that we’re not all just sitting around awkwardly staring at each other before the session.

Before a meeting starts, you want everyone to be engaged with each other, not their phones or laptops. So, if your team has someone who likes to chit chat, make their role official.

3 Tips to Avoid Miscommunications and Running Out of Time

Above, we have advice for your team meeting agendas, but as you go through the article, heed this overall advice as well. Because the meeting agenda is just the basis for your meeting. On top of that is all the communication that actually occurs. Especially if you're on a video conference call, this is important information.

Research by Quantum Workplace is very insightful on two of the bigger areas where team meetings go wrong:

  • The most frequent source of miscommunication in meetings is “Individuals interpreting messages and goals differently.”
  • This is followed by time-related reasons, including “Too much time being spent on unimportant topics,” as well as “not enough time allotted for thoughtful questions or discussion.”

So take a moment to:

  1. Be clear when speaking in a meeting. People are listening.
  2. Allocate time in your meeting based on the importance of a topic.
  3. Leave extra time for questions and discussion. (Enough time is more than enough time)

If you run out of time in a meeting, follow up after in group chat like Microsoft Teams or Slack to make sure there are no miscommunications.

Remember remote meetings are hard for new employees

Remote work is hardest for new employees. When you work remotely, there are no casual chit chats over lunch or by the coffee pot. Virtual meetings are often one of the only opportunities to pick up on the team dynamic and culture.

So when you have new remote attendees, be conscious of the invisible barriers from screen to screen in your virtual meeting. Take extra time to acknowledge them and draw them into the conversation.

<blue-bar>Get advice on running remote meetings<blue-bar>

*A note about board meetings and staff meetings

The tips and advice in this article are designed for team meetings within a department or project. These are usually meetings of 3-8 people that happen on a weekly cadence.

A similar but different recurring meeting might be an all-staff meeting (sometimes called an all-hands meeting) or a board meeting. While all-hands and board meetings are definitely important, they have additional considerations.

A board meeting, for example, is likely more formal and isn't going to happen every week. If you need help with the agenda for your board meeting, we have multiple templates to download:

Likewise, with all-hands meetings, here's an excellent format for acing that all-important staff meeting.

Customizing Your Weekly Team Meeting Template

You've got all the tips and meeting agenda templates. What could possibly be left?

Well, your agenda may need some tweaking. And not just now, as you get started. Agendas should be adapted over time as you receive feedback from your attendees on how the meeting is going.

Of all the research on meeting practices we reviewed when writing this article, one bit of advice stood out for having productive meetings.

Managers should consider overtly asking about how attendees feel about meetings as a way to identify areas for improvement.

So yes, you can use this guide to create the sample meeting format that you’ll use for your team meeting agenda each week. But every so often, stop and ask your team (and yourself) — how is this going?

Over time an agenda can balloon. New sections and creep in. Or the addition of new team members can result in what are effectively multiple teams sharing the same weekly team meeting. So reach out to attendees and ask the hard questions.

Because we run our meetings in Hugo, we can use a Rate This Meeting form component at the bottom of our template, allowing everyone to score our weekly meeting every week. When looking back at that data, if the average score is starting to slip, that usually means something is out of whack with how we’re running the meeting, and it’s time to return to the overall format and see what needs to be tuned up.

Vital Meetings
A methodology for amazing meetings. Say goodbye to boring, long, and unproductive meetings.
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Rob Lennon
Customer Education Lead at Hugo
Marketer and author with 18 years experience in retail and SaaS startups across healthcare, mar-tech, and ad-tech, and productivity software sectors.

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