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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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Team meetings are one of the best opportunities to create alignment and visibility across an organization. How they are run can also be massively influential on company culture, enabling culture to be a key driver of success. If organizations with smooth and effective team meetings are more likely to be efficient and productive in other areas too, the opposite is also true. When run poorly, these kinds of business meetings can be a big waste of time, and one that sets a dangerous tone for the organization overall. That’s why it is critical to have clear communication about the purpose of the meeting and what outcomes are expected.

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Having a great staff meeting begins before the meeting even starts with the agenda. Below we’ve compiled agenda templates for the most common types of team meetings. From quick stand-ups to weekly planning meetings, there are a lot of reasons for teams to meet together. Below you can find a selection of sample agendas for all these common types of team meetings pulled for our free library of 50+ meeting agenda templates. 👇

Employee Onboarding

Formal Meeting Agenda Template

General Meeting

Job Interview

Project Check-In Meeting

Quick Stand-Up Meeting

Team Meeting Agenda Template

Weekly Team Meeting

Employee Onboarding

Onboarding is how to make your new hire feel welcomed and hit the ground running.
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Employee Onboarding
,  Wednesday, August 18
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Prior to the First Day

Are all relevant resources and materials prepared for the new hire's first day? This includes employee onboarding paperwork, tools they will need access to, and their workstation. Share any resources the new hire should consult before starting.

Company General Information

Share important company information with the new hire. This includes company values, culture, special achievements, and roadmaps for main objectives.

Company Life

Walk the newcomer through a typical week here. Share your insights into office life. Include information such as typical operating hours, where they can park, how they will access the building, and what the company dress code is.

Tour of the Office

Take the new employee on a tour around the office. Let them know where all the important and common areas (e.g., their workspace, bathroom, kitchen, etc.).

Role Responsibilities

Review the new hire's role and responsibilities. Explain expectations, long-term goals, and how they fit into the company's vision. Note everything here to share with them later for easy reference.

Paperwork Review

Review all relevant paperwork like benefits packages. Share this information here so the employee can easily reference it.

Team Introduction

Introduce the new employee to key stakeholders in their role. Assign them a mentor who can assist them in getting up to speed.

Tools & Resources

Share all tools and accounts relevant to the new employee's role. List them here for easy reference.

Reading & Training Material

Is there any training material or required reading? List them here for easy reference. You can share this prior to the first day if appropriate.

Other Discussion Points

Did the new hire raise any interesting questions or noteworthy topics during the employee onboarding process? Note them here.

Main Takeaways

Create a list of takeaways for both the new hire and your team to help get them acclimated.

Next Steps

What's next? Clarify the agenda for the next few weeks as well as the first project for the new employee. Note this information here to share and make actionable.

Follow-Up

Should we schedule a follow-up meeting to check over paperwork and check in on progress?

Feedback

Plan to review the onboarding process over the next 60 days. Regularly check in with the new employee for their opinion. Note opportunities to improve it and make plans to implement them.

Formal Meeting Agenda Template

A formal agenda and meeting template conducted according to Robert's Rules of Order.
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Formal Meeting Agenda Template
,  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

General Meeting

Can't find the right template? Use this agenda for the meeting sample to capture insights and transform them into action.
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General Meeting
,  Wednesday, August 18
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Agenda

What is the purpose of this meeting? Why was it scheduled? Be specific. List any objectives or main talking points.

Discussion Points

Summarize all relevant discussion points here. List any opportunities, issues, or concerns identified.

Main Takeaways

What were the main insights? Were any key decisions made?

Next Steps

What needs to be done now? Who is responsible? Clarify next steps, who's completing them, and when they should be done by. Note this information here to share.

Follow-Up

How will we keep in touch? Should we schedule another meeting?

Job Interview

RecruitLoop's job interview template to help you hire top-notch talent.
Calendar icon
Job Interview
,  Wednesday, August 18
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General Information

Background about position and candidate.

Role Details

What key responsibilities, requirements, and skills do you want to verify during this job interview?

Relevant Experience

What previous roles, achievements, or anecdotes make this job candidate qualified for this role?

Relevant Qualifications / Training

What relevant degrees, diplomas, certifications, or training does the job applicant have?

Level of Preparation

How prepared was the applicant for the job interview? This is a great indicator of their interest level in the role.

Career Goals

Where does the job candidate see themselves in a few years? How does this role support their vision?

Attitude / Motivation

What did you think of the candidate's attitude towards the role? Is it conducive to succeeding in this position?

Communication / Listening Skills

How were the candidate's written and verbal communication skills? Did they listen? What percentage of time did they speak vs listen?

General Interest in Company / Role

From 1-5, rate the job candidate's interest in the company and role. Are they excited by the opportunity? Does it align with their career goals?

Cultural Fit

How would the candidate fit in with our culture? Are they someone our team would enjoy working with?

General Screening Questions

Include other general questions you'd like to ask as well as candidate responses here.

Recommendation

Do you recommend we proceed with this candidate?


Project Check-In Meeting

Stay on target for key projects with this meeting template to keep the team in sync.
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Project Check-In Meeting
,  Wednesday, August 18
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Our Objective

Reiterate the objective of the project


Deadlines/Milestones

Include in the agenda high-level milestones


Project Update Roundtable

  • Name
  • Summarize 1-5 updates here in the agenda
  • Name
  • Summarize 1-5 updates here in the agenda


Roadblocks & Risks

  • Where are you blocked? How can the team help?


Next Steps

  • @name Task by DUE-DATE

Quick Stand-Up Meeting

A simple agenda example for a quick check-in with the team.
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Quick Stand-Up Meeting
,  Wednesday, August 18
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Name

  • What did you do yesterday?
  • What will you do today?
  • Where are you blocked?
  • Comfort Level — How close are we to hitting our goals?

Name

  • What did you do yesterday?
  • What will you do today?
  • Where are you blocked?
  • Comfort Level — How close are we to hitting our goals?

Team Meeting Agenda Template

Transform your internal staff meetings with this effective team meeting agenda template.
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Team Meeting Agenda Template
,  Wednesday, August 18
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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?

Weekly Team Meeting

Keep your team aligned and ready to take on upcoming priorities with our weekly meeting template.
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Weekly Team Meeting
,  Wednesday, August 18
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Team Review

Share updates on overall progress, key metrics, and anecdotes to give your team an up-to-date understanding of current initiatives.

Individual Updates

Allow each team member to briefly share what they've been working on. This includes progress, obstacles, achievements, and any other information that would be valuable for the team.

Positive Highlights

Acknowledge big wins and milestones accomplished since the last weekly meeting. What valuable lessons were learned?

Roadblocks & Concerns

Have any issues or challenges come up since the last weekly meeting? Are there any particular problems a team member is stuck on? How can we help solve them?

New Information

Are there any new metrics, trends, customer feedback, or market influences we should be aware of? What about company announcements or industry news? Share any resources that would help the team understand these concepts better.

Other Important Notes

Summarize any other valuable information that was shared. It does not have to be directly related to the weekly meeting agenda.

Upcoming Priorities

What are the main priorities we should focus on for next week? How are we planning to approach these? What does success look like?

Main Takeaways

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

Share

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

Take Action

Clarify next steps for the entire team as well as each individual. Note who's completing them, and when they should be done by. You can assign these tasks from this template.

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Team

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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