Search
Clear
Team
Featured
Contributed
18-min Meeting
TEMPLATE BY
Calendly
Tope Awotona
CEO and Founder
at
Calendly
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Marketing
Ad Campaign Ideas Brainstorm
TEMPLATE BY
Hugo
at
Hugo
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Team
Product
Contributed
All Activities Retro
TEMPLATE BY
Atlassian
Ashley Faus
Content Strategy Lead
at
Atlassian
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Executive
Human Resources
All-Hands Meeting
TEMPLATE BY
Hugo
at
Hugo
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Sales & Partnerships
BANT Sales Qualification Call
TEMPLATE BY
Hugo
at
Hugo
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Team
Basic Meeting Minutes
TEMPLATE BY
Hugo
at
Hugo
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Featured
Contributed
Board Meeting
TEMPLATE BY
Redpoint Ventures
Tomasz Tunguz
Partner
at
Redpoint Ventures
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Team
Contributed
Design
Marketing
Brainstorming Session
TEMPLATE BY
Shopify
Courtney Symons
Lead Writer
at
Shopify
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Contributed
Sales & Partnerships
Business Operations Planning
TEMPLATE BY
Mindsay
Guillaume Laporte
CEO & Co-Founder
at
Mindsay
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Team
One-on-one
Catch-Up Meeting
TEMPLATE BY
Hugo
at
Hugo
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One-on-one
Contributed
Clearbit's One-On-One
TEMPLATE BY
Clearbit
Alex MacCaw
CEO
at
Clearbit
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Customer Success
Client Check-In
TEMPLATE BY
Hugo
at
Hugo
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Contributed
Marketing
Content Check-In
TEMPLATE BY
Crystal
Kira Gavalakis
Content Writer
at
Crystal
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Marketing
Content Planning Meeting
TEMPLATE BY
Hugo
at
Hugo
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Featured
Design
Marketing
Creative Brainstorming
TEMPLATE BY
Hugo
at
Hugo
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Sales & Partnerships
Contributed
Customer Discovery Call
TEMPLATE BY
Bliinx
Fred Melanson
Founder and CEO
at
Bliinx
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Customer Success
Product
Customer Feedback
TEMPLATE BY
Hugo
at
Hugo
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Sales & Partnerships
Customer Success
Customer Hand-Off
TEMPLATE BY
Hugo
at
Hugo
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Sales & Partnerships
Customer Launch
TEMPLATE BY
Hugo
at
Hugo
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Product
Agile
Daily Scrum
TEMPLATE BY
Hugo
at
Hugo
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Design
Design Critique
TEMPLATE BY
Hugo
at
Hugo
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Design
Design Session
TEMPLATE BY
Hugo
at
Hugo
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Featured
Contributed
Design
Design Workshop
TEMPLATE BY
Miro
Andrey Khusid
CEO
at
Miro
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Sales & Partnerships
Customer Success
Contributed
Effective Customer Meeting
TEMPLATE BY
Gradient Ventures
Darian Shirazi
Partner
at
Gradient Ventures
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Team
Human Resources
Employee Onboarding
TEMPLATE BY
Hugo
at
Hugo
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Executive
Executive Strategy Session
TEMPLATE BY
Hugo
at
Hugo
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Executive
Executive Weekly Team Meeting
TEMPLATE BY
Hugo
at
Hugo
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Team
First Team Meeting
TEMPLATE BY
Hugo
at
Hugo
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Executive
Formal Board Meeting Minutes
TEMPLATE BY
Hugo
at
Hugo
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Team
Formal Meeting Agenda Template
TEMPLATE BY
Hugo
at
Hugo
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Team
Formal Meeting Minutes
TEMPLATE BY
Hugo
at
Hugo
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Featured
Contributed
Customer Success
Gainsight's Quarterly Business Review (QBR)
TEMPLATE BY
Gainsight
Nick Mehta
CEO
at
Gainsight
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Team
Featured
General Meeting
TEMPLATE BY
Hugo
at
Hugo
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One-on-one
General One-on-One
TEMPLATE BY
Hugo
at
Hugo
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Sales & Partnerships
General Partner Meeting
TEMPLATE BY
Hugo
at
Hugo
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Human Resources
HR Exit Interview
TEMPLATE BY
Hugo
at
Hugo
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Human Resources
HR Performance Improvement Plan
TEMPLATE BY
Hugo
at
Hugo
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Human Resources
HR Performance Review
TEMPLATE BY
Hugo
at
Hugo
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Team
Informal Meeting Minutes
TEMPLATE BY
Hugo
at
Hugo
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Sales & Partnerships
Initial Partnership Meeting
TEMPLATE BY
Brex
Art Levy
VP of Business Development
at
Brex
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Team
Human Resources
Job Interview
TEMPLATE BY
Hugo
at
Hugo
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Team
Kick-Off Meeting
TEMPLATE BY
Hugo
at
Hugo
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Marketing
Lead Management Meeting
TEMPLATE BY
LawAdvisor
Luke Evans
Director, Client Services
at
LawAdvisor
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Executive
Level 10 Meeting
TEMPLATE BY
Hugo
at
Hugo
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Marketing
Marketing Campaign Planning
TEMPLATE BY
Hugo
at
Hugo
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Marketing
Marketing PR Meeting
TEMPLATE BY
Hugo
at
Hugo
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One-on-one
Monthly Coaching Call
TEMPLATE BY
Boostopia
Cristi Silva
Senior Support Coach
at
Boostopia
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Executive
Monthly Management Meeting
TEMPLATE BY
Hugo
at
Hugo
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Sales & Partnerships
Contributed
New Partner Discovery Meeting
TEMPLATE BY
Productboard
Billy Robins
Head of Strategic Partnerships
at
Productboard
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Sales & Partnerships
Contributed
New Partner Onboarding
TEMPLATE BY
Freshworks
Rajiv Ramanan
Director, Startup Program and Alliances
at
Freshworks
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One-on-one
Contributed
One-on-One
TEMPLATE BY
Breast Cancer Hawaii
Joanne Mika Hayashi
President and Co-Founder
at
Breast Cancer Hawaii
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One-on-one
Contributed
One-on-One Sync
TEMPLATE BY
Roadster
Angelique Nurse
Business Operations Manager
at
Roadster
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One-on-one
One-on-One: Catching Up 1:1
TEMPLATE BY
Hugo
at
Hugo
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One-on-one
One-on-One: Coaching Mentoring 1:1
TEMPLATE BY
Hugo
at
Hugo
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One-on-one
Contributed
One-on-One: Decision Review
TEMPLATE BY
ChenMed
Christopher Lind
Chief Learning Officer
at
ChenMed
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One-on-one
One-on-One: Goal Setting 1:1
TEMPLATE BY
Hugo
at
Hugo
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One-on-one
One-on-One: Manager Monthly 1:1
TEMPLATE BY
Hugo
at
Hugo
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One-on-one
One-on-One: Manager Weekly 1:1
TEMPLATE BY
Hugo
at
Hugo
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One-on-one
Remote
One-on-One: Remote Employee 1:1
TEMPLATE BY
Hugo
at
Hugo
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Sales & Partnerships
One-on-one
One-on-One: Sales Executive
TEMPLATE BY
Hugo
at
Hugo
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Sales & Partnerships
One-on-one
One-on-One: Sales Leader and SDR
TEMPLATE BY
Hugo
at
Hugo
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Contributed
One-on-one
Human Resources
Featured
One-on-one: Skip Level
TEMPLATE BY
Uber
Michael Brown
Regional General Manager
at
Uber
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Contributed
Sales & Partnerships
Partnership Check-in
TEMPLATE BY
Zapier
Nick Valluri
Strategic Alliances Manager
at
Zapier
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Sales & Partnerships
Partnership Discovery
TEMPLATE BY
Hugo
at
Hugo
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Product
Team
Contributed
Pre-Mortem Meeting
TEMPLATE BY
Squarespace
Jonathan Hastings
Group Product Manager
at
Squarespace
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Product
Featured
Contributed
Product Launch Plan
TEMPLATE BY
Webflow
Gaby Izarra
Senior Product Marketing Manager
at
Webflow
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Contributed
Marketing
Product
Product Marketing Brief
TEMPLATE BY
Shopify
Delyn Simons
Director of Product Marketing
at
Shopify
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Product
Agile
Product Roadmap
TEMPLATE BY
Hugo
at
Hugo
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Product
Product Team Meeting
TEMPLATE BY
Hugo
at
Hugo
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Team
Featured
Project Check-In Meeting
TEMPLATE BY
Hugo
at
Hugo
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Product
Marketing
Design
Project Kick-Off Meeting
TEMPLATE BY
Hugo
at
Hugo
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Team
Product
Contributed
Project Management Team Meeting
TEMPLATE BY
Lenny's Newsletter
Lenny Rachitsky
at
Lenny's Newsletter
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Product
Featured
Project Review (Post Mortem)
TEMPLATE BY
Hugo
at
Hugo
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Featured
Quarterly Planning Meeting
TEMPLATE BY
Hugo
at
Hugo
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Team
Agile
Quick Stand-Up Meeting
TEMPLATE BY
Hugo
at
Hugo
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Team
Featured
Remote
Contributed
Remote All Hands Meeting
TEMPLATE BY
Trello
Brian Cervino
Product Marketing Senior Team Lead
at
Trello
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Remote
Remote Project Check-In Meeting
TEMPLATE BY
Hugo
at
Hugo
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Remote
Agile
Remote Stand-Up Meeting
TEMPLATE BY
Hugo
at
Hugo
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Remote
Team
Remote Team Meeting
TEMPLATE BY
Hugo
at
Hugo
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Remote
Team
Remote Weekly Meeting
TEMPLATE BY
Hugo
at
Hugo
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Product
Agile
Retrospective
TEMPLATE BY
Hugo
at
Hugo
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Sales & Partnerships
Contributed
Sales Call
TEMPLATE BY
Salesflare
Jeroen Corthout
Co-founder
at
Salesflare
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Sales & Partnerships
Sales Conversation
TEMPLATE BY
Hugo
at
Hugo
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Sales & Partnerships
Contributed
Sales Intro Call
TEMPLATE BY
Clubspeed
Robert Canchola
Sales Executive
at
Clubspeed
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Sales & Partnerships
Sales Meeting
TEMPLATE BY
Hugo
at
Hugo
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Sales & Partnerships
Sales Qualification
TEMPLATE BY
Hugo
at
Hugo
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Sales & Partnerships
Sales Stand-Up
TEMPLATE BY
Hugo
at
Hugo
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Sales & Partnerships
Customer Success
Contributed
Sales/Customer Success Hand-off
TEMPLATE BY
Vitally
Jamie Davidson
Co-founder & CEO
at
Vitally
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Team
Contributed
Executive
Senior Leadership Team Meeting
TEMPLATE BY
Drift
David Cancel
CEO
at
Drift
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Team
Simple Meeting Minutes
TEMPLATE BY
Hugo
at
Hugo
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Product
Featured
Agile
Sprint Planning
TEMPLATE BY
Hugo
at
Hugo
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Executive
Start-up Board Meeting
TEMPLATE BY
Hugo
at
Hugo
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Team
Team Meeting
TEMPLATE BY
Hugo
at
Hugo
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Team
Product
Contributed
Agile
Team Post-Mortem
TEMPLATE BY
FYI
Hiten Shah
Co-founder & CEO
at
FYI
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Product
Design
User Research
TEMPLATE BY
Hugo
at
Hugo
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Design
Product
User or Usability Testing
TEMPLATE BY
Hugo
at
Hugo
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Featured
Contributed
VC Pitch Meeting
TEMPLATE BY
Bessemer Venture Partners
Talia Goldberg
Partner
at
Bessemer Venture Partners
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Team
Contributed
Executive
Weekly Manager Meeting
TEMPLATE BY
Rising Tide Brewing Company
Kailey Partin
Director of Branding & Hospitality
at
Rising Tide Brewing Company
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Marketing
Weekly Marketing Meeting
TEMPLATE BY
Hugo
at
Hugo
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Team
Featured
Weekly Meeting
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Hugo
at
Hugo
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Meeting agenda template FAQs

What should be included in a meeting agenda?
  • Virtual conference or physical location details
  • Attendees (including mandatory and optional attendees)
  • The meeting goal or objective
  • A list of agenda topics in prioritized orderIndicate whether agenda items require a discussion
  • Inform members on how to prepare for the meeting
  • Leave a space at the end for action items
What do the Google Doc and Word Doc versions of these agenda templates looks like?

All of the free templates on this page are available in three formats: Google Doc, Word Doc (.docx), and for use in Hugo (meeting management app). The Google Docs and Word Docs look about the same.

Meeting Template Example
Here is an example
What are common agenda items for a meeting?
  • Updates. Individuals or teams briefly share progress, obstacles, and achievements
  • Data review. Look at trends in key metrics and results measured from initiatives
  • Positive highlights. Big wins and milestones recently accomplished
  • News. New information that has surfaced including customer feedback, market influences, and industry news
  • Decisions. Topics for discussion where the group should decide on a path forward
  • Main takeaways. At the end of the meeting, review major decisions that were made
  • Action items. Assign responsibility for each agreed-upon task to one person
How do you create a meeting agenda?
  • Create the agenda in advance
  • Identify meeting goals and state them clearly
  • Provide the right level of detail depending on whether the meeting is formal or informal
  • Use a template like the ones in our library for common/recurring meetings
  • Share the agenda with all attendees before the meeting (preferably at least 1 day in advance)
  • Read: How to create effective meeting agendas for productive meetings
How do you take minutes in a meeting template?
  • Maximize productivity with a designated note-taker
  • Follow the agenda and fill in notes along the way next to each agenda item
  • Do not include information that is implied by the agenda (e.g. Under ‘Updates’ do not write “An update was given”)
  • Always note any decisions made
  • Assign each action item to a directly responsible individual
What makes a good meeting agenda?

Good meeting agendas promote engagement, alignment, and accountability. The goal of an agenda is to prepare participants for what is happening at the meeting. The level of detail required will depend on whether the meeting is formal or informal and what the topics are. Learn how to create effective meeting agendas.

Who should prepare the agenda for the meeting?

Everyone attending the meeting. The best meeting agendas are collaborative, allowing all attendees to contribute to it. This allows attendees to enter the meeting prepared, and having their objectives met. Research shows it also leads to shorter, more engaging meetings.

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