11 Meeting Agenda Templates for Organized HR Teams

Manage your company’s shared knowledge, develop the employee life cycle and support your teams.

Creating meeting agenda can help level-up your meeting productivity. But you don’t need to start from scratch!

A meeting agenda template can provide built-in structure, inspire your team to add content in advance, and reduce the need to type out the same headings over and over again.

Here are 10 different meeting agenda templates created by the Fellow team to help ensure that your Human Resource meetings are organized and consistent:

1. HR Strategic Plan Meeting Template
2. Head of HR Interview Template
3. Phone Screen Interview Meeting Template
4. Onboarding Checklist for New Employees
5. Cultural Leadership Meeting Template
6. Performance Improvement Plan (PIP) Meeting Template
7. Monthly HR Standing Meeting with Senior Leaders Template
8. Parental Leave Meeting Template
9. Off-Boarding Checklist Template
10. Exit Interview Template
11. Human Resources Action Plan Meeting Template

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

HR Strategic Plan Meeting Template

• Guidelines — Summarize and review the various company guiding principles.
• Program Strategies: Benefits — Discuss the strategy and relevant aspects of the program.
• Program Strategies: Retirement — Discuss the strategy and relevant aspects of the program.
• Program Strategies: Employee Relations — Discuss the strategy and relevant aspects of the program.
• Program Strategies: Recruitment — Discuss the strategy and relevant aspects of the program.
• Action Items — What came out of this meeting? What are your next steps?
• Notepad — Anything else to write down?

Head of HR Interview Template

• Introduction — Give the candidate an opportunity to introduce themselves to you and potentially other interviewers.
• Management experience — Learn about the candidate’s previous management experience with the questions below.
• Strategy — Learn a little bit more about their strategic vision for HR within an organization.
• Collaboration — Learn a little bit more about how they would collaborate with other teams.
• Questions — Any questions for me?

Phone Screen Interview Meeting Template

• The Basics — Keep it simple and start with phone interview questions that verify the information.
• Salary expectations — This is an important question to ask early because it sheds light on the candidate’s expectations and whether they are making more than what you expect to offer.
• Desire for the job — Evaluate their work style and interest in this job, along with their motivation for leaving their last one.
• Knowledge of the company — These give you a clue about whether the interviewee took the time to do some company research.
• Issues with the resume — Be sure to raise any concerns or red flags that came up when you read the job candidate’s resume and cover letter.

Onboarding Checklist for New Employees

• Resources — Ex. Wiki info, company values, internal docs, employee FAQ.
• Your team — List team members or link to organization chart.
• Getting set up — These action items will make sure that you’re set up and running in no time.
• Your first week — A brief itinerary of what’s going to happen in your first week.

Cultural Leadership Meeting Template

• Company-wide action items — Discuss with the People Ops team company-wide cultural action items.
• Departmental action items — Discuss with the People Ops team departmental cultural action items.
• Deliverables — What deliverables are in the works? Any updates?
• New initiatives — Discuss new initiatives we should implement.
• Issues — List any issues to be resolved.
• Notepad — Anything else to write down?

Performance Improvement Plan (PIP) Meeting Template

• Areas of concern — Discuss matters and areas of concern that need to be looked into and improved within HR.
• Observations and notes from previous discussions — Discuss what had been spoken about in the previous meeting and any notes that had been taken.
• Improvement goals — Create a list of goals that will assist you in achieving each aim.
• Improvement goals — Create a list of goals that will assist you in achieving each aim.
• Resources — Create a resource list that can be used to complete your improvement goals.
• Management support — Discuss how management can assist and support in improvement and all the goals set.
• Expectations — Create a set of expectations that will demonstrate progress in achieving each improvement goal, the following performance standards must be met. ‍‍
• Progress checkpoints — Create a schedule to be used to assess your progress toward completing your improvement goals.

Monthly HR Standing Meeting with Senior Leaders Template

• Organizational issues — Review HR specific issues that pertain to the entire organization.
• Specific issues — Discuss specific issues senior leaders are facing, for instance staff performance, retention, promotions.
• Objective setting and review — Set and review relevant human resources objectives.
• Action Items — What came out of this meeting? What are your next steps?
• Notepad — Anything else to write down?

Parental Leave Meeting Template

• Parental leave policy — Provide an overview of the parental leave policy for the employee.
• Parental leave timeline — Discuss with the employee when their time off will begin and when they are to return back to work.
• Transferring work — Create a plan with the employee to transfer projects, responsibilities and important information to other team members.
• Communication plan — Discuss with the employee how they want to receive communication about company news and updates.
• Questions — Any further questions about parental leave?

Off-Boarding Checklist Template

• Company communication — Ensure that the following parties are notified of exit.
• Paperwork — Provide the employee with the documents below before exiting.
• Transition — Prepare for the transition.
• Exit interview — Schedule an exit interview to have the employee share insights.
• Company property- Ensure items are returned before the employees last day.

Exit Interview Template

• Reasons for leaving — Understand why your employee decided to take a new position.
• Experience — Inquire about their experience to identify some areas of growth.
• Feedback — Gather feedback about company culture, management style, and anything other important details.
• Action Items — What came out of this meeting? What are your next steps?

Human Resources Action Plan Meeting Template

• HR Capacity 🔎 — Discuss what talent needs to be hired in the company.
• HR Forecasting 📈 — Forecast the future employment needs of the company.
• Talent Strategies 💭 — Discuss talent strategies to recruit, hire and retain amazing talent.
• Action Items ✅ — What came out of this meeting? What are your next steps?

Looking for more meeting agenda templates?

Check out these other articles:

• 5 Meeting Agenda Templates for Creative Out of the Box Meetings
• 10 Meeting Agenda Templates from the Supermanagers Podcast
• 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.