Meeting Agenda Templates

Whether you need a basic meeting agenda, an executive board meeting agenda or a PTA committee meeting agenda, Vertex42's agenda templates can help you get started. Simply choose an agenda format that best meets your needs.

This page contains 10 different meeting agendas, all with sample agendas and descriptions. Download one of the templates that is closest to what you want, then customize it based on ideas you may have seen in the other examples.

This Page (contents):

Basic Meeting Agenda Template
Staff Meeting Agenda Template
General Staff Meeting Agenda
Team Meeting Agenda Template
Meeting Agenda with Calculated Times
Business Meeting Agenda (Outline Format)
Business Meeting Agenda (Table Format)
Committee Meeting Agenda (Outline Format)
Committee Meeting Agenda (Table Format)
Board Meeting Agenda
10 Ways to Have More Effective Meetings

Meeting Agenda Template Collection

The Vertex42 meeting agenda templates below can be downloaded for free, but are copyrighted and subject to the license agreement below.

Authors: Jon Wittwer, Brent Weight, Jim Wittwer
License: Private Use (not for resale or distribution, but designed to be shared with those attending the meeting).

Basic Meeting Agenda Template

for Word and Google Docs

Basic Meeting Agenda Template

Download

For: Word 2007 or later

Description

This meeting agenda template keeps things simple and offers a variety of ways for you to organize your meeting's discussion points. The lower portion provides your attendees with a space to write down important notes and action items that pertain to them, making this a useful agenda format for printing out if attendees are still using paper and pen. This template uses custom font styles to make it easy to maintain a professional look and feel as you add more topics.

Staff Meeting Agenda Template

for Word and Google Docs

Staff Meeting Agenda Template

Download

For: Word 2007 or later

Description

A staff meeting agenda ought to look clean and professional and should be easy to update. This template suits that purpose just fine. Although it doesn't hurt to have at least one printed copy of your agenda, consider using an agenda that staff can access in real time (using Office 365 or Google Docs).

If there is any question about who should attend, include a list of requested attendees as demonstrated in this template. If you use Outlook or other scheduling software to manage meeting invites, the list of attendees within the agenda may not be as necessary. See polleverywhere.com for a useful article that describes steps for running a staff meeting.

General Staff Meeting Agenda

for Word and Google Docs

General Staff Meeting Agenda

Download

For: Word 2007 or later

Description

This agenda has a professional business design and is very easy to update and customize for a large staff meeting, conference session, workshop, or pretty much any other meeting that uses a time-based schedule. In general, this format would tend to be used as a general overview of the schedule rather than an agenda that would be edited in real-time with notes and action items.

Team Meeting Agenda Template

for Word and Google Docs

Project Team Meeting Agenda Template

Download

For: Word 2007 or later

Description

This agenda template allows you to provide your project team with an outline of your meeting ahead of time so they can come prepared, making your meeting more effective. The schedule section has an allotted time column where you can specify how many minutes you'd like each topic or discussion item to take. There are many different methods and strategies for holding effective team meetings, so we designed this template to be easy to customize.

Some Tips for Team Meetings

Hold team meetings at the same time and place each week.
Send the agenda out prior to the meeting.
Make sure you identify what you hope to accomplish.
Give recognition for progress made. Be careful to recognize team efforts and not just individuals, because recognition given to a single person for a team effort can quickly cause resentment among those who did not get recognized. For example, “We'd like to recognize Sarah and those that worked with her on project X for the amazing progress they've made."
Look toward the future. Spend more time on solving problems and creating plans instead of just status updates that could be given by email or other more efficient methods.
Place the agenda in a place where everyone has access and can review and contribute. Add notes/minutes directly to the file so everyone can review.
Maintain a list of action items separate from your agendas and minutes, so you have a single place everyone can go to view their action items. Assign someone to update the action item list in real-time during your meetings.

Meeting Agenda with Calculated Times

for Excel and Google Sheets

This version contains the same information as the Outline Format above, but it uses Tables to aid in the organization of the information on the page.

Tip: Take notes on your copy of the agenda during the meeting to help you generate coherent meeting minutes.

Board Meeting Agenda

for Word and Google Docs

Board Meeting Agenda

Download

For: Word 2007 or later

Description

Customize this template for your board of directors or executive board meeting. Corporate board meetings have a more formal agenda than many other types of meetings, but template was designed to be simple to edit. For example, if your meeting has different presenters, you can change the Action column to be used to list your presenters. Below are tips we have found that help take the difficulty and stress out of the meeting preparation process.

Tips For an Effective Board Meeting

Start planning early. It takes time to get Board Books together (for corporate boards).
Make sure your meetings are scheduled far in advance. Decide on a cadence (typically quarterly).
Send agendas out at least 2 weeks prior to the meeting.
Add times (in minutes) to help show due diligence was used to plan each item.
Keep agenda items to a minimum.
Include strategic items, administrative items and Board-related items.
Corporate governance law requires good minutes and certain items be discussed, also roll call.

10 Ways to Have More Effective Meetings

We’ve all been in meetings that we have felt were a complete waste of time. Business meetings can be some of the most productive ways to spend your time, or they can be totally pointless and accomplish nothing.

Here are some tips for how to avoid unproductive meetings and to help keep things on track.

Have an agenda. Agendas, especially those distributed or emailed beforehand, allow attendees to know what the objectives are, who will attend, how long the meeting will last, location, what to prepare for, any needed items, time limits for discussing items, etc. Agenda templates help you to save time by not needing to create an agenda from scratch each meeting.
Keep conversations productive. If you need to stay on track and don't have a lot of time, make sure to keep the conversation focused on the important points in your agenda.
Meeting objective, purpose, and frequency. When planning your meetings, consider their usefulness and purpose, and the reason to be there. It is possible to have meetings too often, resulting in meeting redundancy and non-productivity.
Set a good time for the meeting. Set a time when people are most likely available but won't interrupt other important work flow. Some effective times may be 9:00-10:00 in the morning or 2:00-3:00 in the afternoon, depending on your company's typical work hours.
Location, location, location. The size, set up, and amount of privacy are all things to consider when choosing a meeting location. Pick areas that are not too spacious or distracting, and will be comfortable and encourage conversation.
Watch the time. It could be important and useful to set time limits on your agenda so as not to go past your allotted time. Attendees who have busy schedules will appreciate this.
Questions to help set goals for the meeting. When preparing for meetings, it is important to have goals to accompany them. Why are you meeting in the first place? Why have you placed the items in the agenda? What will be accomplished by the end of the meeting? Can anything improve because of it?
Email and other forms of communication.Effective use of emails, texts, phone calls, video chats and other means of communication (when appropriate) can increase team efficiency and potentially help eliminate the need for frequent meetings. Video conferencing is a great solution for communicating as a team without the need to meet in the same room.
Action items and minutes.Include a section in the agenda to write down action items and keep track of the goals and items discussed during your meeting. Have your note-taker email the minutes out to those who attended and anyone else who should know what was discussed.
Make it enjoyable and fun. While it is important to make sure things are productive, it is also a good idea to have a positive environment where people feel comfortable. This can create more team synergy as well as an overall more productive meeting. People are motivated when they feel cared about.

Resources to Improve Your Meetings

Running Effective Meetings at mindtools.com - Talks about the importance of establishing and sticking to an objective.
How to Run a More Effective Meeting at nytimes.com - Using a meeting agenda effectively is one of the keys.

Other Free Meeting Agenda Templates

The Microsoft Office® template gallery has a small collection of Agendas that can be downloaded for free. You can find even more by opening up Word and going to File > New and searching for "agenda" in the search field. Below are some examples of types of agendas you may find this way:

Formal and Informal Meeting Agendas - A formal agenda may follow the Robert's Rules of Order, while an informal agenda is just a useful way to list topics and presenters. There are examples of both.
Community Meeting Agenda Template - A simple agenda useful for non-profit organizations, clubs, and other groups that need a fairly formal meeting structure.
Team Meeting Agenda - This agenda includes a list of topics and a list of presenters and the allotted times for each presentation.
All Day Conference or Workshop Meeting Agenda - Communicates times and places for meetings or workshops, including times, topics, who is presenting.
PTA Committee Meeting Agenda Template - You can use this as a guide for running your school PTA meetings.
Conference Agenda with Tracks - When you have a large conference, then you may want to divide the sessions into different tracks based on topics. You may want to search for "conference schedule" rather than "agenda" if you are looking for something like this.