How To Set Up An Agenda

1. Define your meeting goals and expectations.

Before yous begin, we encourage you to carefully consider what the goals of the coming together should be. What should the discussion revolve effectually? Which actions are of the highest priority? Answering these questions will help you more than quickly arrange your agenda for maximum productivity. Maybe you'll use your agenda to go over your fundraising summary from final quarter, or maybe you lot'll discuss the next visitor printing release, a new example report or a revamp to the visitor media kit. Use the text toolbar to organize information by varying font size, color, or text styles. Don't forget that you can insert tables, images, links and videos to reference during the meeting.

Header
This section should reflect the letterhead of your visitor's documents. Replace the placeholder with your company's logo. You tin can exit the title equally "Meeting Agenda" or exist more than descriptive with a title similar "Kick-Off Meeting for Project X." And then, set up the day, calendar month, and year that the meeting will take identify. Don't forget to change the groundwork section color to lucifer your visitor'due south branding besides!

Bonus Tip: Read more to find the Business organization Model Canvas explained and use the template capture your business organization plan in a lean one-folio diagram and streamlineplanning, development, and execution beyond your business.

2. Fix the meeting logistics.

Details
Here, you can specify the verbal engagement and location. If your meeting is online, make sure to include call-in details for phone or video calls. Yous also accept the option to specify what attendees should read or bring to the meeting. This will make it articulate what attendees should be prepared to discuss during the coming together.

Attendees
This is pretty explanatory. Who is leading the meeting? Who is taking notes? Who are the other attendees?

Bonus Tips: Studies with Fortune 500 companies have identified three universal rules to a quality meeting:

All meetings must have a stated purpose or agenda.
Attendees should walk away with physical side by side steps or action items.
The coming together should have an stop time.

iii. Organize your agenda into sections.

Old Business organization
Use this space to review what was discussed in previous meetings. This will give everyone context to the current meeting and a amend sense of what'due south to come. Are there whatever important action items or notes from the previous meeting that need detail attention? What's the status of each of these items? Even so pending? Needs review? Completed? Identify what's needed to close any open items.

New Business
After reviewing old business, go over new business topics. What new items need to be discussed? Team members should be able to contribute updates to their individual projects and action items. Keep things organized by dividing major discussion topics by subtopics.

Action Items
This space volition assist you organize the projects that need to be reviewed, started, or finished. Reviewing activity items will ensure that everyone in your team is on the same page. In addition, defining who is responsible for conveying out each activeness item will keep anybody accountable for completing the task.

Next Steps
What future items should everyone make note of? List out whatsoever additional give-and-take points that were non addressed in this meeting and new ones that should be discussed after action items are completed.

Advice:At Apple and Google run their meetings differently.

At Apple, every project component or task has a "DRI" or Straight Responsible Individual to encourage accountability.
Don't exist afraid to impale ideas. After Larry Folio replaced Eric Schmidt every bit Google CEO, the company quickly killed its Buzz, Code Search, and Desktop products so information technology could focus more resources on less effort.

4. Include a section for additional notes.

Everyone should be taking notes during the meeting (or at least recording pertinent information that applies to him/her). If at that place's a dedicated notetaker or secretary in charge of the minutes, this person should be taking detailed notes of everything discussed during the meeting. These notes will serve equally a reference in case whatever questions arise subsequently the coming together.

Last Tip:Don't forget that there are many different types of meeting structures. Some startups and companies apply a daily stand-upwardly coming together (too known every bit a "daily scrum") where the whole team meets every day for a quick status update. These meetings require continuing up to ensure that the meeting is curt.

That'south a wrap!

Think, this document is flexible and can arrange to your needs. Yous're not bound to the template'southward current construction. Continue to tweak and optimize your meeting structures and calendar template until you find the right fit past rearranging or calculation elements. Whatever your use instance, simply brand sure it'southward organized, easy-to-follow, and keeps you on rail!