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Home / Templates / Agencies

6 templates · built from industry sources

Agencies meeting agendas

Client kickoffs, creative reviews and WIP. 6 templates, each built from published guidance and practitioner sources for agencies.

6 templates

  • 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

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