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Meeting agenda templates

117 agendas for 21 kinds of teams, from hospital safety huddles to city council meetings. Each one is built from how that industry actually runs the meeting, with 191 sources behind them, drawn to scale and ready to run live.

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templates: 117
industries: 21
sources cited: 191

117 templates

Any team · Weekly teamWeekly team meeting agendaA weekly team meeting agenda that fits in 30 minutes: wins, blockers, one decision, actions. Drawn to scale, ready to run live with a timer.30 min · 5 blocks
Any team · RetrospectiveRetrospective meeting agendaA retrospective agenda with ideas from phones, a vote on what to fix, and two committed changes. 60 minutes, drawn to scale, runnable live.60 min · 8 blocks
Any team · 1:1 & people1:1 meeting agendaA 1:1 meeting agenda that puts their topics first: check-in, their agenda, growth and feedback, blockers you can remove, next steps. 30 minutes.30 min · 5 blocks
Any team · Board & committeeBoard meeting agendaA board meeting agenda template: approvals, CEO and financial reports, one strategic question, votes with a live tally, decisions and AOB. 90 minutes.90 min · 9 blocks
Any team · KickoffProject kickoff meeting agendaA project kickoff meeting agenda: why now, scope in and out, risks from everyone's phone, roles and first milestone, first-week actions. 60 minutes.60 min · 7 blocks
Any team · WorkshopBrainstorming session agendaA brainstorming session agenda that gets ideas from every phone at once, clusters them, votes on the best, and ends with owners. 45 minutes, runnable live.45 min · 7 blocks
Software & product · PlanningSprint planning meetingScrum Guide sprint planning for a two-week Sprint: agree why, pick what fits real capacity, plan how, then check confidence.120 min · 5 blocks
Software & product · Stand-up & huddleDaily Scrum (daily stand-up)A 15-minute Daily Scrum: walk the board toward the Sprint Goal, raise impediments, and park problem-solving for afterwards.15 min · 4 blocks
Software & product · ReviewSprint review meetingInspect the Sprint with stakeholders: goal recap, live demo of Done work, what changed, feedback, and backlog adjustments.60 min · 6 blocks
Software & product · RetrospectiveSprint retrospectiveAtlassian's 60-minute retro for 4–8 people: set the tone, gather anonymous feedback, dot-vote themes, leave with owned actions.60 min · 6 blocks
Software & product · PlanningProduct backlog refinementA refinement session that reviews, splits, estimates and re-orders upcoming backlog items so Sprint Planning goes smoothly.60 min · 4 blocks
Software & product · PlanningPI Planning day 1 (SAFe)Day one of SAFe PI Planning: business context, product vision, architecture vision, team breakouts and a draft plan review.480 min · 7 blocks
Software & product · PlanningPI Planning day 2 (SAFe)Day two of SAFe PI Planning: plan adjustments, final breakouts, risk review, a fist-of-five confidence vote and a retrospective.480 min · 7 blocks
Software & product · ReviewIncident postmortem reviewA blameless 30-minute postmortem review: agree the timeline, find contributing causes, ask how to detect earlier, confirm actions.30 min · 5 blocks
Sales · Weekly teamWeekly sales team meetingHubSpot's 20-minute sales meeting: quick wins, 2–3 critical deals, a rep-led learning segment, updates and action items.20 min · 5 blocks
Sales · ReviewSales pipeline reviewA 45-minute pipeline review: each rep summarises deals, the group finds blockers, and every deal leaves with a next action.45 min · 4 blocks
Sales · ReviewMEDDICC deal reviewA 30-minute 1:1 deal review that walks MEDDICC: metrics and pain, buyer and champion, decision process, competition, next steps.30 min · 7 blocks
Sales · ReviewSales forecast callClari's weekly forecast call: recap the pre-read, check pipeline mix, volume and health, review key deals, then commit the number.45 min · 7 blocks
Sales · RetrospectiveWin/loss reviewA group win/loss review that walks a deal through SalesHood's questions and turns the lessons into playbook changes.60 min · 6 blocks
Sales · KickoffSales kickoff (SKO)A one-day sales kickoff: the year's measurable goals, keynotes with live polls, enablement breakouts, peer learning and awards.480 min · 9 blocks
Marketing · KickoffMarketing campaign kickoffA 45-minute campaign kickoff: purpose, plan and timeline, scope, roles, where work lives, questions and next steps.45 min · 8 blocks
Marketing · Stand-up & huddleMarketing standupA 15-minute agile marketing standup from HubSpot's guide: yesterday, today, blockers, and a quick cross-team share.15 min · 5 blocks
Marketing · Weekly teamWeekly marketing team meetingA 60-minute weekly marketing meeting: KPI pacing, milestone progress, wins, calendar conflicts and a rotating deep dive.60 min · 6 blocks
Marketing · PlanningEditorial content planning meetingA monthly content planning meeting: review performance, brainstorm customer-focused ideas, check them against strategy, fill the calendar.70 min · 7 blocks
Marketing · ReviewMonthly marketing performance reviewOktopost's monthly stats review: objectives, campaign review, channel-by-channel KPIs, then discussion that ends in clear actions.75 min · 6 blocks
Marketing · ReviewCreative review meetingA creative review that judges work against the brief: present, say what's good, ask questions, give unified feedback, decide.45 min · 7 blocks
Customer success · KickoffCustomer onboarding kickoff callGitLab's CSM onboarding kickoff: why they bought, current tools, business goals, stakeholders, training and a cadence-call plan.60 min · 7 blocks
Customer success · ReviewCustomer cadence callA recurring CSM-customer sync from GitLab's handbook: success-plan progress, adoption and renewal topics, open floor, actions.30 min · 5 blocks
Customer success · ReviewCustomer quarterly business review (QBR)A one-hour customer QBR from Gainsight: KPIs tied to their goals, ROI, last quarter's commitments, health score and next steps.60 min · 7 blocks
Customer success · ReviewExecutive business review (EBR)Gainsight's 60-minute EBR for strategic accounts: objectives, business updates, value delivered, challenges and recommendations.60 min · 6 blocks
Customer success · ReviewAt-risk and renewal review (internal)A weekly internal red/yellow/green review: 60-second updates on at-risk accounts, owned next steps, escalations and a roll-up.45 min · 6 blocks
Healthcare · Stand-up & huddleHospital safety huddleA ten-minute unit safety huddle on IHI's five items: last shift, today's patients and rooms, the tracked-issues board, open floor, hand-offs.10 min · 6 blocks
Healthcare · Briefing & handoverI-PASS shift handoverA verbal I-PASS handoff for one patient: illness severity, patient summary, action list, situation awareness, synthesis by receiver.5 min · 5 blocks
Healthcare · RetrospectiveTeamSTEPPS shift debriefA short, non-punitive debrief at the end of a shift or procedure using the TeamSTEPPS checklist, closing with what went well and what to improve.10 min · 5 blocks
Healthcare · Stand-up & huddleBoard round (Red2Green / SAFER)A daily ward board round: start with Red patients, confirm discharge dates and criteria, ask what each patient is waiting for, escalate.30 min · 6 blocks
Healthcare · ReviewCancer multidisciplinary team (MDT) meetingA weekly cancer MDT with pre-triage: list standard-of-care cases for oversight, give complex cases real time, record every recommendation.120 min · 6 blocks
Healthcare · RetrospectiveMorbidity and mortality (M&M) conferenceA systems-focused M&M: action-plan follow-up, ground rules, case timeline, audience poll, error classification, owned actions and kudos.60 min · 7 blocks
Healthcare · Stand-up & huddleHospital tiered daily huddleOne tier of a hospital's daily huddle cascade: key metrics and the stories behind them, safety and access issues, fix here or escalate.15 min · 5 blocks
Construction · Stand-up & huddleToolbox talk (tailgate meeting)A short crew safety talk on one topic tied to this site: ask questions, share experiences, and follow up on anything you can't answer.10 min · 5 blocks
Construction · PlanningPre-task planning (PTP) meetingCPWR's pre-task planning questions before work starts (steps, hazards, controls, nearby crews, readiness), plus an end-of-shift post-task review.15 min · 8 blocks
Construction · PlanningWeekly work planning meeting (Last Planner System)Trade foremen commit to each other on ready work for the next five days, review last week's PPC and the reasons for misses, then Plus/Delta.60 min · 6 blocks
Construction · KickoffPreconstruction conferenceAlign owner, contractor, subs and agencies before mobilizing: authority, schedule, document issues, safety and environmental plans, emergencies.90 min · 9 blocks
Construction · ReviewOAC huddle (owner, architect, contractor)A 15-minute lean OAC check-in: review last period's commitments, work constraints as a team, agree new commitments, record PPC.15 min · 5 blocks
Construction · WorkshopFall prevention safety stand-downPause work to talk about falls: a toolbox talk on fall hazards, this site's hazards, an equipment inspection, and a review of rescue plans.45 min · 5 blocks
Manufacturing · Stand-up & huddleTier 1 start-of-shift stand-upA Toyota-style start-of-shift stand-up in five minutes: last shift's results, one incident, a check of your own standard, today's specials.5 min · 5 blocks
Manufacturing · ReviewTier 2 daily management meetingA 30-minute help-chain meeting: results vs. expected, why we deviated, contain or escalate each issue, and actions with owners.30 min · 5 blocks
Manufacturing · Briefing & handoverShift handover (plant operations)A face-to-face, two-way shift handover based on HSE guidance: maintenance in progress, plant out of service, abnormalities, then cross-check.15 min · 3 blocks
Manufacturing · ReviewGemba walkGo see, ask why, show respect: state the purpose, observe the process, explore what-if options, then check purpose, process and people.30 min · 4 blocks
Manufacturing · WorkshopKaizen event (one-day version)The kaizen workshop stages in one day: kickoff and training, gemba, future-state ideas, implement and test, standardize, report-out.480 min · 11 blocks
Manufacturing · PlanningExecutive S&OP meetingA one-hour monthly executive S&OP: actual vs. plan, last month by category, the rolling 12-month plan, scenario decisions and approval.60 min · 6 blocks
Retail · Stand-up & huddlePre-opening store huddleA quick huddle before doors open: today's sales goal and focus products, promotions, one safety reminder, a shout-out, and owners for blockers.10 min · 5 blocks
Retail · Weekly teamWeekly store team meetingWeekly store meeting: last week's actions, sales KPIs and recovery plan, inventory, recognition, promotions, a product teach and role-play.45 min · 9 blocks
Retail · ReviewWeekly district operating check-inDistrict managers see every store's status each week: prior results, current status with evidence, top three priorities, blockers, asks.30 min · 7 blocks
Retail · ReviewPlanogram compliance reviewBrief the team on the planogram, walk the store with a checklist, log gaps, sign off corrected sections with photos, and collect fixes.45 min · 5 blocks
Retail · Briefing & handoverLoss-prevention and safety briefingRefresh security policy, cover recent incidents and new fraud schemes, quiz a real scenario, and review how to handle aggressive situations.20 min · 5 blocks
Hospitality · Stand-up & huddleRestaurant pre-shift lineupA 12-minute lineup before service: volume, stations, specials with a taste, a safety reminder, a quick quiz and a closing rally.12 min · 8 blocks
Hospitality · Weekly teamRestaurant weekly management meetingA focused 30 minutes for the management team: last week's numbers, the standing checklist, this week's priorities and owned actions.30 min · 6 blocks
Hospitality · WorkshopNew menu tasting and rollout meetingThe full-menu tasting about 30 days before launch: the why, tasting every item, menu placement, BOH prep and booking the role review.60 min · 6 blocks
Hospitality · Briefing & handoverHotel front desk daily briefingA 20-minute standing shift briefing for front office: last night's figures, arrivals and departures, VIPs, the night log and staff questions.20 min · 8 blocks
Hospitality · PlanningBEO meeting (banquet event order)Kitchen, banquet, bar, AV and setup review each upcoming Banquet Event Order together, find gaps and confirm everyone's role.45 min · 5 blocks
Education · All-handsSchool staff meetingA faculty meeting built for collaboration, not announcements: community building, celebrations, a focused topic, teacher input and owned actions.45 min · 5 blocks
Education · Board & committeePTA / PTO meetingA 60-minute PTA meeting in standard order: minutes, treasurer's and principal's reports, committees, old and new business, open forum.60 min · 9 blocks
Education · ReviewIEP meeting (annual review)An annual IEP review in the order a district parent guide uses: parent input, current levels, goal progress, then services and placement.60 min · 9 blocks
Education · PlanningPLC meetingA 60-minute PLC protocol: review norms, examine student work, choose one barrier, design one shared adjustment and plan the evidence.60 min · 6 blocks
Education · 1:1 & peopleParent-teacher conferenceA 20-minute two-way conference: start positive, show progress with student work, listen to parents, solve problems together and agree a plan.20 min · 7 blocks
Nonprofits & associations · Board & committeeNonprofit board meetingA 90-minute board meeting that uses a consent agenda for routine items so most of the time goes to discussion and decisions.90 min · 7 blocks
Nonprofits & associations · Board & committeeNonprofit finance or governance committee meetingA board committee meeting that reviews the numbers or board pipeline, weighs risks and sends one clear recommendation to the full board.60 min · 6 blocks
Nonprofits & associations · Public meetingAnnual general meeting (AGM) for charities and associationsAn AGM where trustees report on the year and accounts, members ask questions, then vote on resolutions and trustee appointments.90 min · 7 blocks
Nonprofits & associations · All-handsVolunteer meetingA volunteer meeting that supports, trains and thanks people: icebreaker, brief news, a short hands-on activity, Q&A and thank-yous.60 min · 6 blocks
Churches & communities · Board & committeeChurch council meetingA church council agenda that puts mission first: devotion, a learning discussion and reflection before reports and new business.90 min · 8 blocks
Churches & communities · Board & committeeElder board meetingA 150-minute elders' meeting in the 9Marks pattern: more than an hour on shepherding and prayer, then two or three business topics.150 min · 3 blocks
Churches & communities · Weekly teamChurch staff meetingA two-hour church staff meeting using Lifeway's seven topics: celebration, mission, training, updates, calendar, prayer and fellowship.120 min · 7 blocks
Churches & communities · WorkshopChurch small group meetingA 90-minute small group in the 4W format: Welcome, Worship, Word and Works, with most of the time on Bible discussion.90 min · 4 blocks
Churches & communities · Stand-up & huddleChurch volunteer team huddleA 12-minute pre-service huddle: why we serve, the order of service, timing cues, a short micro-training and prayer.12 min · 5 blocks
Churches & communities · Public meetingAnnual congregational meetingAn annual congregational meeting with ballots for minutes, council elections, constitutional changes and the budget, plus thanks and prayer.90 min · 9 blocks
Finance · Stand-up & huddleDaily month-end close status callA short daily call during the close: status by close area, issues to escalate, and tomorrow's priorities.15 min · 4 blocks
Finance · RetrospectivePost-close review (month-end close retrospective)A 40-minute review after each month-end close: check close KPIs, name what worked and what didn't, and pick improvements.40 min · 6 blocks
Finance · ReviewMonthly financial review (budget vs actual and forecast)A 75-minute monthly review of actuals against budget, cash, KPIs and the forecast, ending with decisions and owners.75 min · 8 blocks
Finance · Board & committeeInvestment committee meeting (endowment and foundation)A quarterly investment committee agenda that puts high-impact decisions first, records votes by name, then reviews the portfolio.150 min · 6 blocks
Finance · Board & committeeAudit committee meetingA quarterly audit committee agenda based on KPMG's planner: reporting, controls, external and internal audit, and private sessions.120 min · 8 blocks
Finance · Board & committeeCredit / loan committee meetingReview a credit memo, hear the relationship team, weigh the risks and vote to approve or decline, with minutes kept.60 min · 5 blocks
Legal · Weekly teamWeekly law firm matter reviewA weekly 40-minute matter review: five questions per matter, about five minutes each, then update the matter board.40 min · 4 blocks
Legal · ReviewLaw firm practice group meetingA monthly practice group agenda: new matters, case status, calendar, business development, conflicts and case law updates.90 min · 8 blocks
Legal · Board & committeeLaw firm partners meetingA monthly partners meeting: each partner reports billing, WIP and collections, underperformance is addressed, firm business is decided.60 min · 5 blocks
Legal · ReviewNew matter intake and conflicts reviewClear conflicts and client risk before opening a matter: review parties, search results and probity checks, then accept or decline.20 min · 5 blocks
Legal · KickoffClient matter / deal kickoff meetingKick off a deal soon after the letter of intent: introductions, scope, key issues, timeline and communication protocols.60 min · 6 blocks
HR & people · 1:1 & peopleInterview debriefTurn independent interviewer evidence into a hiring decision: ratings first, then evidence, themes, concerns and the call.40 min · 6 blocks
HR & people · 1:1 & peoplePerformance calibration meetingManagers explain the evidence behind each rating and adjust ratings to one standard, timeboxed to limit bias and fatigue.90 min · 7 blocks
HR & people · 1:1 & peopleNew hire 30-60-90 day check-inOne check-in agenda for day 30, 60 and 90: impressions, workload and support, then agree next steps.30 min · 5 blocks
HR & people · 1:1 & peopleManager one-on-one with a direct reportA weekly 25-minute 1:1 run for the direct report: their items first, then the manager's, a growth topic, and commitments.25 min · 5 blocks
HR & people · All-handsAll-hands / town hall meetingAn hour-long all-hands: icebreaker, leadership and department updates, recognition, and open Q&A with questions from phones.60 min · 6 blocks
Leadership · Weekly teamEOS Level 10 meetingThe 90-minute EOS Level 10: segue, scorecard, Rocks, headlines and to-dos in 25 minutes, then 60 minutes of IDS.90 min · 8 blocks
Leadership · PlanningEOS quarterly planning meetingA full-day offsite every 90 days: review the quarter, revisit the V/TO, set next quarter's Rocks and work key issues.480 min · 10 blocks
Leadership · ReviewInternal quarterly business review (QBR)Compare last quarter's plan with results, explain wins and misses, and decide which initiatives to start, stop or continue.90 min · 7 blocks
Leadership · PlanningOKR planning and grading sessionGrade last cycle's OKRs, draft new top-level OKRs, plan the cascade and set the date to lock them.120 min · 7 blocks
Leadership · WorkshopAnnual planning offsite (day 1 of 2)Day one of an EOS-style annual offsite: review the year, build team health, run SWOT and set the 1-year plan.480 min · 8 blocks
Real estate · Weekly teamReal estate office sales meetingNAR's office sales meeting model: short five-minute segments, one main training topic, listing sharing and a recap, all in under an hour.55 min · 10 blocks
Real estate · ReviewOffice caravan / broker open-house tourA two-hour agents-only tour of new listings: route briefing, host greetings, walk-throughs and buyer matches, based on a REALTOR board process.120 min · 5 blocks
Real estate · PlanningListing presentation prepPrepare the CMA, pricing strategy, marketing plan and seller disclosures before a listing appointment, following NAR's checklist.45 min · 6 blocks
Real estate · ReviewReal estate transaction pipeline reviewA weekly walk through every active and pending deal against inspection, appraisal, loan and closing dates, with owners for stalled deals.45 min · 5 blocks
Agencies · KickoffAgency client kickoff meetingAtlassian's 90-minute kickoff for client projects: sponsor remarks, scope, icebreaker, roles, and an hour on vision and success tests.90 min · 8 blocks
Agencies · ReviewAgency creative reviewJudge creative work against the brief: restate it, hear the thinking, review the idea before execution, then agree one consolidated round of feedback.45 min · 7 blocks
Agencies · Weekly teamAgency weekly status / WIP meetingReview active jobs by exception, plan the next two weeks, allocate people, and leave every action item with an owner and a deadline.45 min · 6 blocks
Agencies · Stand-up & huddleAgency daily traffic huddleA 15-minute daily huddle: what must ship today, what slipped from yesterday, and who has capacity to help.15 min · 3 blocks
Agencies · RetrospectiveAgency project retrospective / post-mortemPortent's 60-minute blameless post-mortem: set the tone, recap the project and outcome, discuss for 40 minutes, leave with actions.60 min · 6 blocks
Agencies · PlanningAgency new-business pitch prep and rehearsalPrepare a pitch or chemistry meeting: set the objective, pick the team, run a timed dress rehearsal and drill the client's likely questions.90 min · 7 blocks
Government & councils · Public meetingCity council regular meetingA regular council business meeting in Robert's Rules order: public comment, hearings, consent agenda, action items, reports and adjournment.180 min · 12 blocks
Government & councils · Public meetingCouncil consent agendaApprove routine council items with one motion: read the items, let members pull any, vote once, and record pulled items in the minutes.10 min · 4 blocks
Government & councils · Public meetingPublic hearingRun a public hearing in order: rules and disclosures, staff and applicant presentations, timed public testimony, rebuttal and decision.90 min · 9 blocks
Government & councils · Public meetingCouncil study session / work sessionAn informal council work session for in-depth review of budget, policy and long-range plans, ending in direction by consensus, not final action.120 min · 8 blocks
Government & councils · Board & committeeCouncil committee meetingWork referred items through the committee's annual work plan: staff briefing, discussion and a recommendation to the full council.60 min · 6 blocks
Government & councils · Public meetingPlanning commission hearingReview a land-use application against approval criteria: staff report, applicant, public testimony, rebuttal, deliberation and vote.120 min · 10 blocks
Startups · Board & committeeStartup board meetingA startup board agenda after Brad Feld: pre-read metrics and cash, then most of the time on the two or three decisions that matter.120 min · 8 blocks
Startups · Briefing & handoverStartup investor update callA live version of the YC-style investor update: metrics first, specific asks near the top, then a short recap of highlights and lowlights.30 min · 5 blocks
Startups · Weekly teamStartup weekly founder / metrics meetingCheck weekly growth against target, discuss what moved the number and customer feedback, then set the week's priorities.30 min · 5 blocks
Startups · PlanningStartup fundraising / pitch prepRun a raise in parallel: review the investor pipeline, practice the pitch, drill objections, show momentum and model funding scenarios.60 min · 6 blocks
Startups · WorkshopStartup group office hours (YC-style)Peer problem-solving for a section of 6–10 companies: quick updates, vote on the most pressing problems, work them, commit to next steps.90 min · 5 blocks

Browse by industry

Any team6Classic meetings every team runs.
Software & product8Agile ceremonies, planning and postmortems.
Sales6Pipeline, forecast and deal reviews.
Marketing6Campaigns, content and creative reviews.
Customer success5Onboarding, cadence calls, QBRs and renewals.
Healthcare7Safety huddles, handovers, MDTs and M&M.
Construction6Toolbox talks, coordination and preconstruction.
Manufacturing6Tiered daily meetings, gemba and kaizen.
Retail5Store huddles, weekly team and district check-ins.
Hospitality5Pre-shift lineups, BEO and menu meetings.
Education5Staff, PLC, PTA and IEP meetings.
Nonprofits & associations4Boards, committees, AGMs and volunteers.
Churches & communities6Councils, staff, small groups and annual meetings.
Finance6Close, forecast and committee meetings.
Legal5Matter reviews, intake and partner meetings.
HR & people5Debriefs, calibration, check-ins and all-hands.
Leadership5Level 10s, QBRs, OKRs and offsites.
Real estate4Office sales meetings, caravans and pipeline.
Agencies6Client kickoffs, creative reviews and WIP.
Government & councils6Council meetings, hearings and work sessions.
Startups5Board meetings, metrics and fundraising prep.

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