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Executive

Agenda Templates

The best meeting agenda templates for aligned, forward-thinking teams

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Borrow best practices from leading teams

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Executive Weekly Team Meeting

Coordinate on priorities. Find efficiencies. Stay aligned. Use this proven agenda template.
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Executive Weekly Team Meeting
,  Wednesday, August 18
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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

Quarterly Planning Meeting

Drive your long-term strategy forward with a meeting agenda optimized for the 3-month plan.
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Quarterly Planning Meeting
,  Wednesday, August 18
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Welcome

  • Review agenda
  • Confirm objectives


Opening Session

Check-in and good news

Review previous quarter

  • Results
  • Bright spots
  • Lessons learned

Stop, Keep, Start

  • What are we doing now?
  • What are 1-2 things we can work on?
  • What should we stop doing?

Review annual plan

  • YTD progress
  • Opportunities
  • Threats


Break


Quarterly Execution Plan

What should be the focus of this quarter?

  • Develop theme/subthemes
  • What is your company’s number one thing?

Priorities

Company top 3-5 priorities

  • Determine top priorities
  • Assign each priority an owner
  • Set success criteria

Individual top 3-5 priorities

  • Determine top priorities for individuals
  • Set success criteria

Communication plan for the rest of the company

Wrap Up

  • Summarize and commit.

All-Hands Meeting

Engage and align your company with a thoughtful, powerful team meeting.
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All-Hands Meeting
,  Wednesday, August 18
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Company Vision

  • Start every all hands by reiterating the company vision — where we are at, what we believe, and where we are going.

Key Metrics

  • Look at high-level metrics and explain what they mean in the context of the business and the broader market in general.

Customer/employee updates

  • Invite leads from teams/departments to provide brief updates. Focus on high-level ideas and customer anecdotes.
  • Make an effort to include new learnings — what has gone well, what hasn’t, and how that changes things.

Deep dive (Important topics & large-scale changes)

  • Optional agenda item for occasionally drilling deep into something that is happening at the company. Examples include changes in strategy, positioning, and hiring/restructuring.

AMA (Ask me anything)

  • Leave time at the end of the meeting to answer employee questions.

Appreciation reward

  • Many companies like to honor teams or individuals during their All Hands. Often these awards are peer-nominated and do not come from the executive team.

Monthly Management Meeting

Engage and re-focus your leaders with this business meeting agenda sample template.
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Monthly Management Meeting
,  Wednesday, August 18
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Review Metrics/KPIs

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



Company Update

Share key updates and provide a “State of the Union.”



Department/Team Lead 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?




Professional Development (Optional)

Improve your long-term business results through an interactive learning or team-building experience.



Problem-Solving Session

Chose one challenge or area of priority.

  • Presentation on the challenge
  • Open discussion to better understand the challenge and find solutions
  • Assign next steps



Next Steps

  • @name Task by DUE-DATE

Formal Board Meeting Minutes

Get everyone aligned. Create a formal agenda and meeting minutes for your board meeting.
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Formal Board Meeting Minutes
,  Wednesday, August 18
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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


Executive Strategy Session

Host a powerful strategy workshop with your executive team using this meeting agenda.
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Executive Strategy Session
,  Wednesday, August 18
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Welcome/Overview of the Day


Measuring success/KPIs


Setting the stage

  • Where are we right now as an organization?
  • What do we do well?
  • ---Where have we found success in the past?
  • ---What are our competitive advantages?
  • What can we improve?
  • What would we like to see?


Review Vision, Mission, and purpose

  • Where are we going? Is this still our vision?
  • Is this still our mission? What does winning look like?
  • Is this still our purpose?

Where are we going?

  • Why do we exist?
  • Who is the customer we serve?
  • Where are we going?
  • How are we going to get there?
  • Strategy Priorities
  • Why change?


What do we need to focus on to achieve our vision?


Action planning for the strategic priorities

  • What is the most important priority moving forward?
  • Risk identification - What is going to stand in our way


Next Steps/Action Steps

  • @name Task by DUE-DATE


Start-up Board Meeting Agenda

Pragmatic board meeting agenda for earlier-stage companies looking to drive decisions.
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Start-up Board Meeting Agenda
,  Wednesday, August 18
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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

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