Agenda Template

Introduction
 
Well-crafted agendas serve to clarify the purpose of the meeting and enable each team member to understand their role and expected participation.
 
USING THE TEMPLATE
Guiding Principles
  • Inform team members in advance about purpose and goals of meeting
  • Be respectful of team members’ time

 

Best Practices
  • If there are individual topic leads, make sure that these leads are prepared to lead the discussion or task and achieve the goal specified.
  • Assign realistic goals and topic durations to ensure that work can be completed during time allotted.
  • Be clear about topic goals so that team members understand what is expected and what is needed to prepare.
  • Wrap up the meeting with discussion of results and next steps for team.
  • If topics are assigned between meetings, ensure that team members understand who/what/when for these tasks.
  • Provide draft agenda via calendaring system and project management system, as appropriate.
  • After review, provide final agenda.
  • Be sure to notify team members about agenda changes.
AGENDA TEMPLATE
Time Topic Lead Description or Goal
5 minutes Welcome & Review Agenda Items Facilitator Introduce team members & reach consensus on agenda topics
5 minutes Who/What/When Facilitator Define follow up tasks & deadlines
5 minutes Meeting Evaluation Facilitator Evaluate meeting process