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Marketing

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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Meetings can be the lifeblood of your marketing team, keeping everyone aligned and moving forward. Often there are so many moving parts to any given marketing initiative, meetings are a necessity. Having a solid agenda is your first step in keeping your meetings from getting bogged down. Make sure you send your agenda to attendees at least a day in advance so they have a chance to review all of the marketing meeting agenda topics.

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To help you create your next marketing meeting’s agenda, below is a selection of agenda formats for common marketing meetings. For more meeting agenda samples, check out these 50+ agenda templates. 👇

Ad Campaign Ideas Brainstorm

Campaign Kick-Off Meeting

Content Planning Meeting

Marketing Campaign Planning

Marketing PR Meeting

Weekly Marketing Meeting

Ad Campaign Ideas Brainstorm

Unlock your inner genius with a creativity-focused brainstorming session driven by this agenda.
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Ad Campaign Ideas Brainstorm
,  Wednesday, August 18
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Overview & Objective

State your campaign’s objective in a clear and focused way, e.g. What are some creative ways we can get customer success teams to try out Hugo.



State the Ground Rules

Brainstorming is a place and time where anything goes. Rules:

  • All ideas are welcome. Negativity is not.
  • Build on ideas. Don't shoot them down.
  • Do not censor yourself. Just say it.
  • Encourage participation from everyone
  • No interruptions from outside.


First Half: Brainstorm

Start sharing ideas. Note them somewhere where everyone can see (whether that be a poster, whiteboard, or in your Hugo meeting notes in the highlighted area below). To keep your creative juices flowing you may also want to provide toys, coloring books, magazines, doodling pads etc.


Halftime: Refine

Stop and take a vote on each idea. Thumbs up or down. Toss the ideas that lack support.


Improve on the Best Ideas

Look at the best ideas from halftime. Ask if there are ways to improve them, or come up with ideas that are similar.


Brainstorm Round Two

Once you’ve covered each of the good ideas, generate more new ideas just as you did at the beginning of the session.


Brainstorm




Next Steps

  • @name Task by DUE-DATE

Campaign Kick-Off Meeting

Infuse new marketing initiatives with momentum using this meeting agenda template.
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Campaign Kick-Off Meeting
,  Wednesday, August 18
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Campaign Name:

Timeline:

Helpful Links:


--

What are the goals of this campaign?

  • Review or decide on campaign goals. 
  • Goals should be SMART (Specific, Measurable, Achievable, Realistic, Timely)

Audience & Value Proposition

Quick reminder of who the target audience is for the campaign and what the core value proposition is

Major tasks and timeline

  • Make sure every part of the campaign has an owner and timeline

Decisions that need to be made

  • What decisions need to be made? (Name)
  • List topics for discussion/decision here, specifically noting what needs to be decided

Next Steps

  • @name Task by DUE-DATE

Content Planning Meeting

Keep your content marketing engine running with this agenda template for ideation.
Calendar icon
Content Planning Meeting
,  Wednesday, August 18
BoldItalicsUnderlineFormatBulletNumberedLinkMentionTagAttach
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Theme

What topics do we need to cover now? What key themes are important?

  • Review recent success stories with your customers
  • Look at trends happening in the industry
  • Where are the current content gaps?

Brainstorming

Open discussion. There are no wrong answers. 

  • List ideas here


Deciding priority

Decide what ideas to move forward with. What projects should have priority.

  • Paste all projects that you’ve decided to move forward with here


Scheduling

Return to the above list, adding who will be responsible and when. Assign and send tasks to your project management software, or use @-mentions and manually note due dates.


Marketing Campaign Planning

Define marketing campaign goals and audience this agenda that is ideal for sharing information.
Calendar icon
Marketing Campaign Planning
,  Wednesday, August 18
BoldItalicsUnderlineFormatBulletNumberedLinkMentionTagAttach
Profile pictureProfile pictureProfile picture

Campaign Name:

Timeline:

Helpful Links:


--

What are the goals of this campaign?

  • Decide on campaign goals. 
  • Goals should be SMART (Specific, Measurable, Achievable, Realistic, Timely)

Audience & value proposition

  • Who is the target audience?
  • What is the value proposition?

Decisions that need to be made

  • What decisions need to be made? (Name)
  • List topics for discussion/decision here, specifically noting what needs to be decided

Coordination

  • Set the overall timeline

Next Steps

  • @name Task by DUE-DATE

Marketing PR Meeting

Engage your audience with this sample marketing agenda focused on media, content, and events.
Calendar icon
Marketing PR Meeting
,  Wednesday, August 18
BoldItalicsUnderlineFormatBulletNumberedLinkMentionTagAttach
Profile pictureProfile pictureProfile picture

What’s New

Share any new developments with the business/product that the PR team may not be aware of.



News Pipeline & Media Relations

Coverage


Pending



Content

Live


Pending



Events & Awards

In Consideration


Submitted



Next Steps

  • @name Task by DUE-DATE

Weekly Marketing Meeting

Enjoy this proven meeting agenda template for routine marketing updates and weekly planning.
Calendar icon
Weekly Marketing Meeting
,  Wednesday, August 18
BoldItalicsUnderlineFormatBulletNumberedLinkMentionTagAttach
Profile pictureProfile pictureProfile picture

Celebrate wins

  • What are victories we can celebrate, big and small?


Goals & metrics to review

  • Put all relevant metrics in the agenda here, or add links to reports/dashboards


Roundtable - Recap last week

  • Each person briefly runs through bullet points of what happened

Priorities for next week

  • Discuss and agree on priorities for next week
  • All priorities should have a DRI (directly responsible individual)
  • Note any decisions that need to be made
  • Are there any opportunities to test our marketing hypotheses or optimize our digital experiences?

Where are we stuck/blocked?

  • How can the team help unblock each other so we can sustain a high velocity?
  • Are any priorities blocked or dependent on other work being completed?


Action Items

  • @name Task by DUE-DATE

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Marketing

Agenda Template FAQs

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How do you make team meetings more engaging?

The best meetings involve the whole room, not just one or two presenters. Here are a few ways to encourage more engagement:
  • Ask others to contribute to the agenda. Having a shared agenda helps everyone in the room feel responsible for the meeting’s success.
  • Make small talk as people are settling in. When you show up early, get the conversation flowing instead of burying your head in your laptop or your phone.
  • Don’t do all the talking. Invite fellow participants to lead discussions and provide updates.
  • Give updates before the meeting. Provide materials to review before the meeting so that you can focus on the discussion and decision-making when everyone is together.
  • Do a deep dive into one topic. Focus on a single challenge to tap into the collective intelligence of everyone attending.
  • Keep a sense of humor. Cracking the occasional joke will help meeting participants feel open to expressing their own ideas.
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What agenda topics are most common in team meetings?

Team meetings are among the most common and most important meetings in any workplace. Agendas for these types of meetings range wildly, but all topics usually fall into one of these categories:
  • Introductions. If they don’t already, make sure everyone in the room knows who each other are.
  • Updates. Updates are extremely common in team meetings, but often they are also the hog a lot of time without providing a lot of value. Summarize updates on the agenda when possible and keep them brief.
  • Discussions. This one speaks for itself.
  • Decisions. If a decision needs to be reached during the meeting, note it explicitly on the agenda.
  • Next steps. While not a significant part of the agenda, it’s important to always agree on action items from a meeting and who owns them.
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What are some fun and cool team meeting ideas?

  • Go around the table with an icebreaker. Get to know each other by having everyone answer the same question.
  • Change up the location. Get out of the conference room and into the break room, or on the lawn outside.
  • Start at a weird time. Pick something memorable like 1:23 pm.
  • Get some exercise. Switch things up during a long meeting by having everyone take a run around the block, do as many pushups they can do, or some other physical activity to get the blood pumping.
  • Pass out prizes. Have a pile or swag, or candy bars, or coffee gift cards up at the front of the room. Whenever someone makes a spectacular contribution, toss them a prize.
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What are good questions to ask in a one-on-one?

Personal/rapport-building:
  • What worries you? What keeps you up at night?
  • What are you most excited about?
  • How’s life outside work?
  • What do you like to do on the weekends?
  • What are your big dreams in life outside of work?
Career growth:
  • What skills would you like to develop?
  • Do you feel challenged in your role?
  • Is there any training or education we should be investing in for you?
  • How do you see your role evolving?
  • Do you feel like you’re making progress on your career goals?
  • Who in the company would you like to learn from?
Giving/receiving feedback:
  • Do you feel you’re getting enough feedback?
  • What’s an area where you would like help or coaching?
  • What’s an aspect of your job you’d like to improve?
  • How can I help you be more effective?
  • What is something I can do better?
  • What have past managers done that you’d like me to do as well?
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Why have one-on-ones with your employees?

One-on-one meetings have many benefits:
  • Help employees build better relationships with their managers 
  • Provide opportunities for coaching and training
  • Encourage employees to feel valued at work
  • Discuss performance and areas of improvement
  • Find out what employees are (and are not) excited about
  • Learn how managers can better help employees
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What should be discussed in a marketing meeting?

Every successful marketing team meeting should cover the following topics:
  • Set an agenda. Always create an agenda before the meeting.
  • Share wins. Start your meeting on a positive note.
  • Metrics review. Share meaningful data that relates to your main goals.
  • Quick updates. If you’re going to do an update roundtable, keep it snappy!
  • Retrospectives. Reflect on past campaigns and what could have gone better.
  • Brainstorming. Gather ideas from the team for upcoming initiatives.
  • Planning. Make clear decisions based on your discussions.
  • Tasks. Assign all next steps to a directly responsible individual.
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What are some marketing meeting best practices?

Make sure every marketing meeting passes the PANTS Test — straight from our favorite framework: Vital Meetings.
  • Purpose - State the reason for the meeting
  • Agenda - Always set an agenda
  • Notes - Designate one person to take notes for the meeting
  • Tasks - End every meeting with tasks or action items
  • Shared - Share meeting notes with anyone who might benefit
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What are the different types of marketing meetings?

Whether they are entirely internal or with an agency, marketing meetings usually fall into one of the following categories:
  • Brainstorming
  • Content Planning
  • Campaign Planning
  • Campaign Kick-Off Meeting
  • PR (Press Relations) Meeting
  • Team Sync-ups
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Who should set the agenda for a one-on-one meeting?

It’s good for the employee to feel ownership of their one-on-one because the meeting is primarily for their benefit. So, rather than having a manager set the agenda every time, the majority of the agenda should be driven by the employee. Of course, there should still be opportunities for managers to lead the conversation, especially when it comes to topics like coaching and performance. Using a meeting notes app that allows for easy, collaborative agendas can help.

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Should one-on-one be hyphenated?

Yes. The word one-on-one is always hyphenated, regardless of whether it is used as a noun, adjective, and adverb.

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What are other ways to spell one-on-one?

Writing all three hyphenated words out as one-on-one can be tedious. For brevity in your calendar invites, try using: "1:1" or "Name <> Name."

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