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Team

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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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


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?

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?

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.

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.

Job Interview

RecruitLoop's job interview template to help you hire top-notch talent.
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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

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?

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