9 Meeting Agenda Templates for Dynamic Planning & Strategy Meetings

Templates to plan your week, year, and everything in between. Plus gain a clear sense of the steps necessary to finish any project.

Published in

Fellow.app

7 min readMay 4, 2023

Strategic planning is a process used to define goals and the steps required to accomplish them. This might be at the beginning or end of a fiscal year, or when there are new changes or challenges to address.

Holding a strategic planning meeting can help ensure that everyone is on the same page with organizational goals. It can also help foster communication and collaboration between team members and provide a forum for brainstorming new ideas or solutions to problems. Furthermore, it can help create a sense of ownership and buy-in from all involved parties.

Here are 9 meeting agenda templates curated by the Fellow team to help you align the goals of a team or department with the company at large:

Leadership Decision-Making Meeting Template
Covey Time Management Matrix Meeting Template
Ansoff Matrix Template
Quarterly Planning Agenda
OKR Planning Meeting Template
Weekly Priorities Template
Strategic Planning Meeting Template
Failure Modes and Effects Analysis Template
Eisenhower Matrix Prioritization Meeting Template

⭐️ Fun fact: We built a one-on-one meeting app where you can create and customize your own templates!

Leadership Decision-Making Meeting Template

This template is great for discussing important decisions with your leadership team.

Challenges — Present the decisions to be made and the various challenges.
Discussion of Options — Debate and discuss the different options available.
Decision — What is the decision that came out of this meeting?
Next Steps — What are your next steps?

Covey Time Management Matrix Meeting Template

Prioritize your team’s time and responsibilities following the covey time management matrix framework

✍️ Pre-Work — Please complete this checklist before the meeting
1️⃣ Urgent and important — Responsibilities or activities directly related to important results that require urgent attention.
2️⃣ Not urgent but important — Activities that you are in control of but that are important to complete.
3️⃣ Urgent but not important — Urgent, but are likely items that can be reduced or removed from your workflow.
4️⃣ Not urgent and not important — Activities and responsibilities that should be removed completely or reduced.
📝 Notepad — Anything else to write down?

Ansoff Matrix Template

Use this template to analyze and plan your companies growth strategies

🚀 Market penetration — How can we increase our product’s market share with a market penetration strategy?
🔨 Product development — Brainstorm ways to develop a new product to cater to the existing market.
🛒 Market development — Discuss ideas and tactics to cater to a different customer segment.
🦄 Diversification — Ideate how to introduce a new product into a new market.

Quarterly Planning Agenda

Use this template to add structure to your meeting and ensure that your staff is on the same page.

👋 Check-In — Share recent updates and good news with the team.
✨Ending the quarter — Review the ending of the quarter. What were the results? What were the highlights? What did we learn?
🚦Start, stop, continue — For the next quarter, what should we start, stop and continue?
🕒 Wasted time — Discuss the year-to-date progress, opportunities and threat
✅ Next steps — What are the next steps after this meeting?

OKR Planning Meeting Template

Use this OKR planning template to help turn your team’s ideas into objectives and key results.

👁 Vision — Inquire about who the team wants to become.
🎯 Objectives — Set qualitative priorities.
📈 Results — Inquire about what results we want to achieve.
⭐️ New initiatives — List the projects will help us accomplish the key results.
✅Next steps — What do we need to accomplish next? What are the next steps?

Weekly Priorities Template

During a team meeting early in the week, apply this meeting template to help your team members effectively manage their time throughout the week.

🚀 High priority — What are everyone’s highest priorities this week?
🎯 Medium priority — What are everyone’s mid-level priorities this week?
📌 Low priority — What are everyone’s low priority items this week?
⭐️ Bonus — Extra tasks that are not a high, medium or low priority but nice-to-have.

Strategic Planning Meeting Template

Try this template to help your team define goals and the steps required to accomplish them.

Welcome — Why are we developing this plan? What is the time frame for this plan?
Background statement — What information about your business is relevant to share?
Vision, values and mission statement — Reflect on the company’s vision, values and mission statement to ensure the planning aligns with the company priorities.
Problem statement — What is the problem we are trying to solve?
SWOT analysis — Conduct a SWOT analysis to help formulate your strategy.
Define goals — What are you hoping to achieve? How are you hoping to achieve it?
Executive summary — Formulate a quick overview of your strategic plan.
Notepad — Anything else to write down?

Failure Modes and Effects Analysis Template

Use this template as a guide to proactively review a process to determine where and how it might fail

🚀 Step 1: Pick the process — Choose a process to study. This shouldn’t be a straightforward one- or two-step procedure, but rather something more complex with a wider range of consequences.
❎ Step 2: Identify failure modes — For each step, brainstorm possible failure modes — that is, anyway, the step could fail to accomplish its intended function.
📈 Step 3: Estimate the impact — Consider the possible consequences of each failure mode. How would the failure of this phase affect the process, system, or product? Make your statement as specific as possible.
✔️ Step 4: Assign a severity ranking — Assign a Risk Priority Number to evaluate the possible damage if this failure occurs (RPN). What would the consequences be if this failure occurred? Take into account the influence on your consumers, business, and staff.
🗓️ Step 5: Develop a plan — Develop a proposed action — or a series of actions — to address the issue. What are your options for resolving or lessening the problem’s severity? Who is in charge of repairing it? How does the timeline appear?

Eisenhower Matrix Prioritization Meeting Template

Prioritize your own tasks or help your direct report prioritize the tasks using the Eisenhower Matrix Prioritization framework.

❗Do First — Things that MUST be completed this week.
🗓️ Schedule — Things that you’re going to have to do in the future and need to add to your calendar.
⏱️ Delegate — Things that are not considered “urgent”, but need to be done promptly.
❌ Don’t Do — Things you don’t need to do all, and will just allow you to procrastinate.

Looking for more meeting agenda templates?

Check out these other articles:

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.