7 Expert-Approved Meeting Agenda Templates for Well-Designed Meetings

Try these templates from industry experts to drive your next meeting agenda, impress your team and set yourself up for success.

Any successful meeting starts with creating effective meeting agendas. Without writing out the goals of the meeting, creating agenda items, action items, and writing meeting minutes, it’s going to be very difficult to have a productive meeting. Team meetings require time to prepare and time to create a meeting agenda so that you can avoid your discussion becoming a waste of time.

There are all kinds of different meeting agenda templates that you can use specific to the type of meeting you’re running and what you and your team members are trying to accomplish.

Prepare for your meetings ahead of time and impress your team with these meeting agenda templates:

1. Grain’s Bi-Weekly Customer Alignment Meeting Agenda Template
2. Social Media Campaign Kick-Off Meeting Template
3. First In-Person Meeting Template After The Pandemic
4. OASIS Meeting Template
5. Discovery Call Coaching Template
6. Group Decision-Making Matrix
7. Drift’s Sales Meeting Agenda Template

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

Grain’s Bi-Weekly Customer Alignment Meeting Agenda Template

Grain is a a fully-remote startup that helps users capture and share meeting insights to understand and advocate for the needs of your customers.

• Set the tone [5 min] — Review the themes for today’s meeting and get initial thoughts from the Product, Engineering, and Design teams.
• Voice the customer story [35 min] — Watch the Voice of the Customer Story (compilation of short clips grouped by themes of feedback from customer meetings) as a team and discuss the requests and feedback as a team.
• Next steps [5 min] — Agree on action items and assign them to different teams to tackle in the next product cycle.

Hootsuite’s Social Media Campaign Kick-Off Meeting Template

Hootsuite is a social media management platform with over 16 million users!

• Social media goals — Identify the goals that we want to achieve through social media that feed into business objectives.
• Target audience — Who is your target audience? Identify their age, location, occupation, interests, etc.
• Competition — Learn about what your direct competitors are doing on social media, and conduct an analysis.
• Social media audit — If we already have some social media accounts, what is working well? What is not working well? What can we do to improve?
• Account set-up — Determine what social media networks we should use and set up our accounts. Think about graphics, branding, account names, etc.
• Content calendar — Create a posting schedule to determine when and how you will put out content.
• Brainstorm — Brainstorm how we will create content for each social media network. What will each account look like and what purpose are they trying to serve?
• Action items — What are the next steps?

Harvard Business Review’s First In-Person Meeting Template After The Pandemic

First published in 1922, the Harvard Business Review is a general management magazine published by Harvard Business Publishing. The publication covers topics such as leadership, negotiation, strategy, operations, marketing, and finance.

• Check-in — What is the most significant thing that’s changed since the start of the pandemic?
• Concerns — What am I most concerned about returning to work?
• Excitements — What am I most excited about?
• Help — What do I need help with to be successful on this team?
• My contribution — Where and how can I make a successful contribution to this team?

Morning Brew OASIS Meeting Template

Across their newsletters, podcasts, social media and events, Morning Brew reaches an audience of over 3 million future and current business leaders.

• Ownership — Provide any necessary information or updates on the projects/tasks you own.
• Asking questions — Use this section to ask questions about your projects, role, team company, etc.
• Solution-focused — What current roadblocks or issues can you help solve? What ideas do you think could help the situation?
• Informing — What information sharing do you believe is necessary? Anything I should know about?
• Streamlining blockers — What blockers are you facing?
• Action items — What came out of this meeting? What are your next steps?

Gong Discovery Call Coaching Template

Trusted by companies like PayPal, Hubspot, LinkedIn, and more, Gong.io is a revenue intelligence platform that delivers insights at scale.

• Summary and context — Who did you meet with? How did the discovery call go?
• Evaluation — Throughout the call, is there anything that didn’t go as planned?
• Improvements — What would you do differently next time?
• Action Items — What came out of this meeting? What are your next steps?

Asana’s Group Decision-Making Matrix

Asana is a work management platform designed to help teams organize, track, and manage their work. As of 2022, Asana has over 100,000 customers!

• Alternatives — Identify all the options you are currently deciding between.
• Considerations — List all the important considerations that factor into your final decision.
• Decision matrix — Create a table with your alternatives on the Y-axis and considerations on the X-axis.
• Weight — Discuss the importance and rank the factors on a scale of 1–5 (5 meaning the most important factor). Then, multiply the weight by each consideration.
• Total score — Add up all of the considerations for each alternative.
• Next steps — What came out of this meeting? What are the next steps?

Drift’s Sales Meeting Agenda Template

Founded by David Cancel, Drift is a is a conversational marketing and sales technology company based in Boston, USA.

• Celebration (5–10 minutes) — Share recent wins stand-up style, or have one rep announce the top wins from the team.
• Goals and forecast (5–15 minutes) — Highlight any weekly, monthly, and quarterly goal progress (ex. appointments, emails sent) along with individual sales forecasts and deals
• Game or contest (10–15 minutes) — Review the status of an ongoing contest with team-based or individual-based incentivization..
• Training (10–15 minutes) — Help the team grow with a team exercise/presentation given by a subject matter expert, or sales leader offering up hard-earned lessons or advice.
• Problem-solving (5–15 minutes) — Share any blockers and/or challenges with the team. Immediately address each issue.
• Take Action (5–10 minutes) — Review action items that were discussed in the meeting.

Looking for more meeting agenda templates?

Check out these other articles:

• 5 Meeting Agenda Templates for Creative Out of the Box Meetings
• 10 Meeting Templates for Marketing Teams
• 10 Meeting Agenda Templates for Dynamic Design Teams

Or view the entire Fellow meeting template library on our website. In Fellow, the free templates are 100% customizable! Each person can add to and collaborate on the agenda. Plus Fellow has built-in automations to automate some aspects of your meeting workflow.