7 Meeting Agenda Templates To Use With A New Team

View a collection of different meeting agenda templates to use with a new team.

Whether you were hired to manage an existing team, or you’ve been promoted to manage people who were once your colleagues, or you’ve hired your own dream team — it’s time to prepare for your first team meeting!

You’ve worked hard to get here, but your hard work has also just begun — and the first meeting you have with your team is where it all starts.

To help you get off to a great start, we’ve put together 5 different meeting agenda templates created by the Fellow team to help ensure that your meetings are efficient and effective with your new team:

1. First Meeting with New Team Agenda Template
2. New Manager First Team Meeting Template
3. First Marketing Team Meeting Agenda
4. First Customer Success Team Meeting Agenda
5. First One-on-One Meeting Agenda Template
6. New Team Structure Meeting Template
7. First Meeting of New Cycle Agenda

🌟 Pro Tip: try our meeting agenda app to create, customize, and save your own templates

First Meeting with New Team Agenda Template

• Getting to know each other — Icebreakers and questions to learn about everyone’s background/hobbies.
• About your manager — A little bit about my experience, values and preferred methods of communication.
• Feedback — What’s something you’ll like to change/improve in this team?
• Expectations — Meeting cadence, team values, and channels to exchange feedback.
• Questions — What are some questions you’d like to ask me?
• Action items — What came out of this meeting? What are your next steps?

New Manager First Team Meeting Template

• Who I am? — Share who you are with the team. What motivates you? What inspires you? What brings you fulfillment?
• Leadership philosophy — Share your leadership philosophy by answering these questions: What do you see as the purpose of a manager?What do you value? Who do you look up to? What drew you to the organization?
• Thoughtful questions — Learn about your team by asking them thoughtful questions.
• Next steps — What are the outcomes of this meeting? What are the next steps?

First Marketing Team Meeting Agenda

• Getting to know each other — Icebreakers and questions to learn about everyone’s background/hobbies.
• About your manager — A little bit about my experience, values, and preferred methods of communication.
• Current projects — List any and all marketing initiatives currently on the go.
• Marketing tools — Provide an overview of the different software currently used by the Marketing team and any tools that the new manager wants to implement.
• Marketing targets — What are Marketing’s MQL objectives for this quarter/period? What other key metrics has the team been monitoring or working towards?
• Expectations — Discuss the Marketing team’s meeting cadence, values, and channels to exchange feedback.
• Questions — Discuss the Marketing team’s meeting cadence, values, and channels to exchange feedback.

First Customer Success Team Meeting Agenda

• Getting to know each other — Icebreakers and questions to learn about everyone’s background/hobbies.
• About your manager — A little bit about my experience, values, and preferred methods of communication.
• Customer success tools — Provide an overview of the different software currently used by the Customer Success team and any tools that the new manager wants to implement.
• Progress on customer success goals— What are some objectives and key metrics that the team is currently working towards?
• Initiatives roundtable — Ask each CS team member to share a status update on their current projects to bring the new manager up to speed.
• Expectations — Discuss the CS team’s meeting cadence, values, and channels to exchange feedback.
• Questions — What are some questions you’d like to ask me?

First One-on-One Meeting Agenda Template

• A little bit about you — Learn as much as you can about your new direct report.
• About the role — Set clear expectations on how you’ll communicate.
• Career goals — Map out a plan for their first month.
• How can I help? — What are some questions you’d like to ask me?
• Action items — What are the outcomes of this meeting? What are the next steps?

New Team Structure Meeting Template

• 🤔Why — Explain why the team is moving to a new structure.
• 💭What — Agree on new team roles and decide who will be responsible for what.
• ❓Questions — Answer any questions or address any concerns.

First Meeting of New Cycle Agenda

• 📣FYI — Provide any updates or news your team should know.
• 🎨 Review pitch and design — What do we have already to guide this project?
• ❓Initial questions — What initial questions do the developers have?
• 📋 Remaining work — List all the remaining work.
• 💭 Decisions — What decisions were made in this meeting?
• 🔎Scope categories — Define areas of the projects to help track progress over the weeks.
• ❓Remaining questions — What haven’t we talked about that we need to talk about?

Looking for more meeting agenda templates?

Check out some of our other articles:

• 5 Quarterly Business Review Meeting Agenda Templates
• 10 Meeting Templates for Engineering Teams
• 8 Staff Meeting Agenda Templates for Effective Teams

Or view the entire Fellow meeting template library on our website. There are over 400 templates to browse👇