Our Best Meeting Agenda Templates

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Why start from scratch? Every time you set up a meeting, you can start with a professional meeting agenda template and a comprehensive facilitator's guide designed for you by our experts. Build your own or start with one of these templates from the Lucid Meetings Template Gallery.

Project Managers
	A Framework for Successful Project Retrospectives Elise Keith - This meeting agenda template helps teams learn from project successes and failures together, and commit to change based on what they learned. Use this template as a starting place when designing your next project... [ more ]
	Discovery with a Group Ingrid Bens - This meeting agenda template provides an excellent format for a consultant’s first meeting with a new client group, helping consultants better understand the organizations they serve. The process outlined here helps... [ more ]
	Project Status Update Meeting Elise Keith - This meeting agenda template follows a standard format common in organizations with a well-developed Project Management Office. Most commonly scheduled as a weekly or bi-monthly meeting, this format is best suited... [ more ]
	The Essential Project Kickoff Meeting Elise Keith - This is the meeting agenda template the team at Lucid Meetings uses to run kickoffs for smaller projects. It covers all the basics, and gets everyone involved to create a strong mutual commitment to the project's... [ more ]
	Urgent Problem Solving Meeting Elise Keith - This meeting agenda template helps a team find short-term tactical solutions to an urgent problem. The conversation includes time to gain a shared understanding of the problem, but focuses primarily on listing and... [ more ]

Managers
	A Process for Accessing the Wisdom of Your Group Paul Axtell - Seeking input from colleagues is different from the typical approach to group problem solving. Problem solving is a back-and-forth conversation. Seeking input from colleagues is a reflective exercise built around... [ more ]
	A Protocol for Clearing Questions and Handling Complaints Paul Axtell - Surfacing and working through questions and complaints is key to growing and sustaining a great organization (or personal relationship). While clearing questions and dealing with complaints are two separate processes... [ more ]
	Daily Leadership Huddle Elise Keith - The Daily Huddle keeps management teams coordinated, focused, accountable and efficient. Lasting just 10 to 15 minutes, a Daily Huddles ensures everyone knows what’s going on each day. The Huddle also provides a fast... [ more ]
	Gathering Productive Feedback to Build Alignment on a Proposal or Plan Richard Lent, Ph.D. - Gather productive feedback and build alignment on a new proposal or plan using this simple meeting structure. After presenting the proposal, you’ll lead the discussion using three feedback questions asked in a... [ more ]
	Leading a Sensitive Conversation Dr. Patricia Thompson - Use the helpful strategies in this meeting agenda template to facilitate group discussions about sensitive topics. While the techniques outlined can help to create more open dialogue in any meeting, they will be... [ more ]
	Making a Decision by Consensus Richard Lent, Ph.D. - True consensus is something we value for its ability to unite a group around a particular decision. Too often, however, all we achieve is false consensus in which participants don’t share their concerns and the... [ more ]
	Monthly + Anytime Decision Making Elise Keith - This meeting agenda template explains how to prepare for and run a solid decision making meeting. This straightforward process walks your team through the critical decision making steps. It doesn’t rely on any... [ more ]
	New Leader Introduction: Designing the Relationship with Your Group Paul Axtell - Establishing a relationship with your new group or team is simple, common sense, and straight forward. In many organizations, it’s a missing piece in the puzzle called working together. The facilitator's guide for... [ more ]
	One-on-One: 30-60-90 Meeting Paul Axtell - This meeting agenda template is one of two one-on-ones designed by Paul Axtell. One-on-one sessions can truly be a back-and-forth, give-and-take discussion that leads to transparency, clarity, and progress. The best... [ more ]
	One-on-One: Standard Checking-In Meeting Paul Axtell - This meeting agenda template is one of two one-on-ones designed by Paul Axtell. One-on-one sessions can truly be a back-and-forth, give-and-take discussion that leads to transparency, clarity, and progress. The best... [ more ]
	Reaching Alignment with Your Team Paul Axtell - Leaders seek alignment when defining goals, making decisions, or formulating strategic plans. When it’s important to have everyone in the group on board with the outcome, working through this series of deliberate and... [ more ]
	Reaching Decisions by Consent and Compromise Richard Lent, Ph.D. - An effective meeting should build alignment and commitment to any decisions. Different approaches to reaching decisions can be more/less useful in building commitment. And different approaches require different... [ more ]
	Using the Group to Consult to the Final Decision Maker Richard Lent, Ph.D. - Here you ask for the group’s input to shape a decision you are about to make. You propose a decision and gather the group’s reactions. This is an effective approach when you want to test some draft decision with the... [ more ]

Product Developers
	Agile Standup Meeting Elise Keith - Fast, structured, and to-the-point, the agile stand-up is meant to keep a team fully in-synch on fast moving projects. As you might guess from the name, the "stand-up" was originally designed for teams that would... [ more ]
	Cross-Functional Weekly Update Elise Keith - This is the meeting agenda template the team at Lucid Meetings uses to run our weekly meetings. Needless to say, we think this format works pretty darn well. This meeting agenda template brings together leaders from... [ more ]
	Kaizen Event Dan Prock - A kaizen event, also known as a kaizen blitz or lean event, is a 4-hour to multiple-day working session aimed to remove process “wastes”. Wastes include over-production, over-processing, lost time, defective products... [ more ]
	Progress, Plans, & Problems Elise Keith - Inspired by the written report format put together by the fine folks at Weekdone, this meeting agenda template adapts the PPP status report into a status meeting where people can discuss the information they share.... [ more ]
	Value Stream Mapping Workshop Dan Prock - A value stream map makes it easy to visualize the process used to get value to the customer. Functional teams visualize their group’s work and information flow so that everyone is able to see, understand and improve... [ more ]

Leadership Teams
	Cross-Functional Weekly Update Elise Keith - This is the meeting agenda template the team at Lucid Meetings uses to run our weekly meetings. Needless to say, we think this format works pretty darn well. This meeting agenda template brings together leaders from... [ more ]
	Daily Leadership Huddle Elise Keith - The Daily Huddle keeps management teams coordinated, focused, accountable and efficient. Lasting just 10 to 15 minutes, a Daily Huddles ensures everyone knows what’s going on each day. The Huddle also provides a fast... [ more ]
	Getting Clarity on Decision Making by Creating a Decision Matrix Tammy Adams Spann - This process helps you and your team get clear on how key decisions will be made in the organization. At the end of the meeting, you will have a documented Decision Matrix listing types of decisions and how your team... [ more ]
	Monthly + Anytime Decision Making Elise Keith - This meeting agenda template explains how to prepare for and run a solid decision making meeting. This straightforward process walks your team through the critical decision making steps. It doesn’t rely on any... [ more ]
	Quarterly Strategic Refresh Elise Keith - During this meeting, teams review their strategic progress and establish targets for the next 90 days. Part retrospective, part working session, and part time-out, running a Quarterly Refresh makes sure your... [ more ]
	Strategic Plan Refresher Paul Axtell - All strategic plans become outdated quickly, but that doesn’t necessarily mean you need to start over. This relatively short meeting agenda template will help your team identify important changes in your... [ more ]
	Strategic Planning 1 of 5: Vision Setting Meeting Anna O'Byrne - This meeting agenda template is part of a strategic planning process designed specifically for use with remote participants. This process walks remote teams through creation of the core elements of a strategic plan:... [ more ]
	Strategic Planning 2 of 5: Mission Setting Meeting Anna O'Byrne - This meeting agenda template is part of a strategic planning process designed specifically for use with remote participants. This process walks remote teams through creation of the core elements of a strategic plan:... [ more ]
	Strategic Planning 3 of 5: Defining Organizational Values Anna O'Byrne - This meeting agenda template is part of a strategic planning process designed specifically for use with remote participants. This process walks remote teams through creation of the core elements of a strategic plan:... [ more ]
	Strategic Planning 4 of 5: Goal Setting Meeting Anna O'Byrne - This meeting agenda template is part of a strategic planning process designed specifically for use with remote participants. This process walks remote teams through creation of the core elements of a strategic plan:... [ more ]
	Strategic Planning 5 of 5: Setting Strategies Anna O'Byrne - This meeting agenda template is part of a strategic planning process designed specifically for use with remote participants. This process walks remote teams through creation of the core elements of a strategic plan:... [ more ]
	The Complete Toolkit for Strategic Planning with Remote Teams Anna O'Byrne - A strategic plan is a formal map that explains how your company will execute a chosen strategy. The plan should spell out where an organization is going over the next year or more and how it’s going to get... [ more ]
	Weekly Leadership Team Meeting Elise Keith - Held at the same time and day each week, teams use this meeting to drive accountability and resolve issues impeding progress. This is an action-oriented working meeting rather than a reporting and information sharing... [ more ]

Board and Committees
	Formal Board Meeting Elise Keith - Boards have many responsibilities and must abide by certain rules and formalities, but there is no one set way to run a board meeting. For every board meeting, the directors must still determine what topics to... [ more ]
	Roberts Rules of Order Standard Order of Business Elise Keith - Love, hate, hubris, and anxiety - Robert's Rules inspires strong feelings and opinions in those who have come to know them. Regardless of how anyone might feel about Robert's Rules, we still see this pillar of... [ more ]
	Simple Board Meeting Elise Keith - Boards have many responsibilities and must abide by certain rules and formalities, but there is no one set way to run a board meeting. For every board meeting, the directors must still determine what topics to... [ more ]
	Startup Board Meeting Elise Keith - Boards have many responsibilities and must abide by certain rules and formalities, but there is no one set way to run a board meeting. For every board meeting, the directors must still determine what topics to... [ more ]

Remote Teams
	Latte and Learn Pilar Orti - This is a meeting agenda template for "Latte and Learn." Latte and Learn sessions help team members to learn together by reflecting on a recent experience as they share it with others. It is also an informal way of... [ more ]
	Remote Team Check-In Elise Keith - This meeting agenda template is inspired by Wade Foster's blog post about how the distributed team at Zapier keeps their work in synch and their team connected when meeting from different time zones. This meeting... [ more ]
	Remote Team Working Agreement Lisette Sutherland - Collaboration tools should help bring your team together and enhance the way you work. But there’s more to working remotely than just having the right collaboration tools in place. Good virtual team managers must... [ more ]
	The Complete Toolkit for Strategic Planning with Remote Teams Anna O'Byrne - A strategic plan is a formal map that explains how your company will execute a chosen strategy. The plan should spell out where an organization is going over the next year or more and how it’s going to get... [ more ]

Pre-Meeting Interviews Before a Mediation or Conflict Resolution

Tree Bressen - This template guides users through a pre-meeting interview in preparation for a conflict resolution session of 2-6 participants (+ facilitator). The latter session may be referred to as a mediation. The planned... [ more ]