Meetings are an essential part of the corporate world. No one likes a formal conversation or a meeting that is being dragged with no purpose at all. Having a meeting agenda template handy helps in this case. It ensures every course of action, and every minute is well-planned and executed in the desired manner.
The agenda template contains all the points of discussion, improves work efficiency, saves time, and gives a professional approach to the proceedings. Meeting agenda templates are a concise representation of relevant information, highlighting the most critical points to be discussed in the meeting briefly. These are similar in structure to resume templates for Google Docs that highlight the important educational and professional milestones of your life.
Best Meeting Agenda Templates for MS Office by Microsoft
So, whether it is a business meeting or otherwise, you no longer need to waste time preparing the agenda from scratch. We have listed the best meeting agenda templates for MS Office and Google Docs that will help you plan prior, thereby saving valuable time and ensuring no crucial point is missed.
1. Classic Meeting Agenda Template
This sample meeting agenda template is ideal for any classic or basic meeting. The agenda template is perfect for you if you like to follow Robert’s Rule of Orders to run your sessions. And for those who don’t know about Robert’s orders? Well, it’s a standard manual for initiating discussions and group meetings.
Enter the location of the meeting in the header, and if the venue is your office itself, you can write the name or number of the room. Other details like date and time follow. Do not forget to be precise while entering the time of the meeting and make sure what’s written on paper is precisely followed.
The template has ‘Agenda Details’ next and Roman numbers I to IV, which of course, is customizable. You can jot down the crucial points that will be discussed in the very same order and also the sub-points underneath each point.
Format: Word
Download Classic Meeting Agenda Template here
2. Business Meeting Agenda Template
This meeting agenda template sample is for a basic business meeting. The simple template enables you to organize the topics you plan to cover in the course of the meeting and allocate time for each of them.
Apart from the location, date, and time, the business meeting agenda template has the name of the facilitator, which adds a professional touch.
You can also include a list of agenda along with the start and end time. It is always best to watch the clock to refrain from spending extra time unnecessarily on one topic. Also, there’s space for writing down the agenda description and location for each of the agenda items. The A4 sheet also allows you to include ‘additional information,’ if any, in the end.
Format: Word
Download Business Meeting Agenda Template here
3. Conference Agenda Template
This sample meeting agenda template is ideal for you to schedule a conference. A lot of things need to be kept in mind while arranging for a conference meeting, and this template will help you organize.
Apart from the date, you can include the time duration for each event separately. The name of the event, the name of the presenter, and his/her company name can be added.
Thus, the attendees will know who the next speaker is, the time duration, the company details along with the topic. Work made easy, isn’t it?
Format: Word
Download Conference Agenda Template here
4. Education Meeting Agenda Template
Educational institutes are known for their frequent meeting schedules. This meeting agenda template is an excellent method of updating everyone about the exact agenda along with the proceedings. This will help in keeping everyone well-informed.
You can add the names of the board members right at the top of the A4 sheet. Time, item description, and the name of the presenter will follow. Whether you need to discuss the voting procedure for the new secretary or the change in the examination process, you can add the details.
By adding the features in the item description, the attendees will know the points of discussion, and the facilitator will not miss out on anything important.
In case the meeting is long, do not forget to allot time for a break.
Format: Word
Download Education Meeting Agenda Template here
5. All Day Meeting Agenda Template
Organizing for an all-day-long meeting can be a tedious process. This meeting template will make your work easy.
You can communicate the time and the location for each of the workshops or meetings. It includes the name of the person who’s called for it, the list of attendees, and any other instruction which needs to be given to them, for instance, in case they need to bring in anything.
There’s space included for writing how long will each segment take, the name of the presenters, the topics, and additional instructions if any.
Format: Word
Download All Day Meeting Agenda Template here
6. PTA Agenda Meeting Template
Every school organizes parents’-teacher meetings at regular intervals. Having the agenda ready at hand helps with the details and prevents missing out on any important stuff.
This meeting agenda template in doc format enables you to plan all your talking points in advance and manage the time well during a PTA meeting. Write down the duration for which you would like to speak on a particular topic, the names of the teachers, and the entire day’s schedule accordingly.
Format: Word
Download PTA Agenda Meeting Template here
7. Team Meeting Agenda Template: An Informal Template
This team meeting agenda template is for an informal setting. It enables you to keep the meeting moving on the right track.
It consists of the organizer’s name along with the list of attendees, right in the beginning. The topics which are due for discussion, the people who’ll be presenting each one of them, and the time allocated for every topic can be included.
You can also add extra information in the end, like the names of the observers, resources, or any special notes.
Ideal for an informal team meeting of 5-6 people, right?
Format: Word
Download Team Meeting Agenda Template here
8. Adjustable Meeting Agenda Template
This adjustable meeting agenda template is accessible through Excel sheets.
It enables you to schedule agenda items that will automatically adjust the time according to the time taken in the previous agenda. For instance, if a particular discussion or topic takes longer than expected or if it gets over in less time than initially planned, the duration of the other items are changed on its own.
It allows to you make quick last-minute changes, saves time since you do not have to calculate manually if a speaker ends up taking more or less time than stipulated.
Format: Excel
Download Adjustable Meeting Agenda Template here
Best Meeting Agenda Templates for MS Office by Third-party Sources
1. Client Seminar Agenda Template
We are sure that either you’ve attended a client seminar or have arranged for one. Save this useful agenda template for the next time you’re a part of any such activity.
Enter the meeting name, if any, with the time and date, along with the organizer’s name. Then, add the list of attendees and additional instruction that needs to be given, for instance, what to bring or anything general.
The list of agenda items, the time duration for each one of them, along with the place/room where the events will be held follow next.
Want to add extra information?
Do it at the end of the A4 sheet.
The cues given in the meeting agenda sample might be of some help, so do not forget to check out what they’ve written.
Format: Word
Download Client Seminar Agenda Template here
2. Sales Team Meeting Agenda Template
As we are aware, the sales team is often under pressure to meet their targets. Use this exceptionally made sales staff meeting agenda template that can be edited and customized in MS Word.
After writing the product name and basic details in the beginning, the template moves straight to the point. You can then discuss the top accounts, weekly sales activity, outstanding tasks, upcoming tasks, or any other crucial information, as there is ample space for mentioning multiple points.
They have a small table in the end too. Enter the details of the products like the item number, as well as the description, the time allotted for completion, and the person responsible for the same.
Format: Word
Download Sales Team Meeting Agenda Template here
3. Non-profit Board Meeting Agenda Template
Do you have a non-profit board meeting coming up? If yes, then this board meeting agenda template will come in handy while taking down important notes during the discussion.
Write the time, date, and location of the meeting at the beginning, along with the objective.
Next comes the list of attendees, which includes details like the names of their departments, their email ids, and phone numbers.
The last table consists of the topic list along with the person who’ll be presenting it and the stipulated time for each.
Format: Word
Download Non-profit Board Meeting Agenda Template here
4. One On One Meeting Template
One on one meetings is an essential part of every organization. This simple yet effective one on one meeting agenda template helps you in establishing a great relationship with the employee. You can discuss the essential factors for the employee’s personal growth and the organization as a whole.
Write the date and time of the meeting, along with the team members’ names and the department to which he/she belongs. Discuss the ground rules for the relationship. You must have the bullet points handy when it comes to the purpose of the meeting, the feedback which needs to be given, performance coaching, solving personal issues, etc.
The last block in the A4 sheet is meant for future discussions. Do not miss out on that!
Format: MS Word
Download One On One Meeting Template here
5. Weekly Agenda Template (Excel)
This weekly agenda template is made for Excel sheets.
You can create your own weekly plan for every employee by using this agenda template. Set tasks to them for the entire week, in a neat day-wise format, and write additional notes as well.
This will help you understand the work plan for the team. At a glance, you are aware which tasks have been employed to which member and the employee are also aware of the target for the week from beforehand.
Format: Excel
Download Weekly Agenda Template here
6. Conference Call Meeting Agenda Template
This meeting agenda template for Word is ideal for organizing a conference call. Just like any other meeting, a formal conference call needs to be pre-planned and on track.
Enter the time, date, the facilitator’s name, the type of meeting, the subject and title of the meeting, and the call-in-number. Write down the list of attendees or participants who will be part of the call.
In the chart for the agenda items, describe each time along with the name of the facilitator and the time duration for each one of them. This agenda template helps in prioritizing the topics of discussion and identifying the participants.
Format: Word
Download Conference Call Meeting Agenda Template here
7. Pyramid Model Team Meeting
This meeting agenda template for Word is an effective option if you have to include details in small amounts.
Start with entering necessary information like date, place, and names of the host and the facilitator. If there’ll be refreshments provided, you can mention that in the very beginning. Similarly, write the time-keeper and note-taker names for merely informing the attendees who are in charge of what.
Write the objectives of the meeting in order of importance and also details about the next meeting. List down all the items in the agenda along with the time allotted, the type of action and the decision required for each.
Format: Word
Download Pyramid model team meeting agenda template here
8. Business Meeting Agenda Template
This business meeting agenda template for Google Docs is simple yet useful.
You first fill in the basic information which comprises the date, time, location, and the facilitator’s name. The next section includes details about the agenda items, like the starting and ending time of the tasks, the agenda item description in details along with the location.
There’s space at the end of the A4 sheet to add any additional information if required.
Format: Word
Download Business Meeting Agenda Template here
9. Project Kick-off Meeting Agenda Template
The kick-off meeting for any new project is crucial since it sets the tone for the functioning of the team. Serving as an official launch, it is vital since it dedicates how the team will work together henceforth.
The meeting agenda format is simple. Write the time, date, and location of the meeting in the first header. Next, add the attendee’s names along with the organization’s names they belong too, and you’re good to go.
Format: Word
Download Project Kick-off Meeting Agenda Template here
10. Audit Planning Meeting Agenda Template
The meeting agenda sample template for Audit planning is well made and should act as a reference point for you, the next time you need to plan one.
First and foremost, you need to enter the date, location, and the name of the Lead Auditor. Next, write about the company background in the space provided. Then, the meeting template has a table with two columns. You can enter the ‘key element’ in one and ‘performance criteria’ in the other. Table number two talks about the ratings, evaluation, and score.
You can include a third chart as well which states the day’s schedule by entering the time slots along with the name of the session and the person conducting it.
Format: Word
Download Audit Planning Meeting Agenda Template here
11. Full-Day Meeting Agenda Template
This meeting agenda template in doc format is ideal when you have to plan a full day-long meeting.
Write the meeting name and fill in other details like the time, date, and purpose of the meeting. The first header also has the list of attendees along with a special instructions tab. For instance, you can let me know if they need to bring something.
The following table has three columns. Enter the start and end time for each of the items on the agenda. You can describe the agenda items in the next, and simply write it down and the name of the presenter in the third.
Simple, precise, and useful, isn’t it?
Format: Word
Download Full Day Meeting Agenda Template here
12. Weekly Agenda Template (Word)
Reviewing the weekly agenda of the employees is a crucial part of every organization. This weekly agenda template is exceptionally made and comes in handy when you need to check up on the weekly progress of the tasks assigned.
Whether it’s a weekly meeting where long-term goals need to be discussed or tracking the action items from the last session, this template covers it all. The agenda template also contains the achievements of the week, goal progress review, and new agenda items.
It outlines recurring items, as well as the new issues. It also includes the time and date for the next weekly meeting.
Format: Word
Download Weekly Agenda Template here
13. Daily Agenda Template
Many organizations have a daily sales meeting, which reviews the previous day’s business, set targets for the current day, and address the ongoing issues.
The daily agenda template is simple yet useful to enlist the day’s agenda along with additional notes. Enter the necessary details like the date, time, and location of the meeting at the beginning. Write the names of the attendees who’ll be attending the review.
The table for the agenda items includes the agenda item description, extra notes, the name of the presenter, and the time duration for each.
Are you in for improving work-flow efficiency?
Format: Word
Download Daily Agenda Template here
Best Meeting Agenda Templates for Google Docs by Google
Please Note: If you want to use the template by Google docs, then make a copy in your Google Drive or copy and paste to a separate Google Docs for privacy reasons.
1. Annual Board Meeting
This sample meeting agenda template for an annual board meeting is for Google Docs by the official source itself.
Every corporation conducts an annual general meeting for the shareholders and Board of Directors. Therefore, it is better to have an agenda template handy instead of hunting for the format every time before preparing for one.
Names of the attendees, along with their posts, come first on the sheet. Write the agenda of the meeting with sub-heads like ‘last meeting follow-up,’ and ‘new business’ in number form. You can also add additional information such as action items, notes, and even the agenda for the next meeting at the end. If interested, you can also learn how to create a template in Google Docs.
Format: Google Docs
2. Team Meeting Agenda Template
The first header includes necessary information like the date, time, and place of the meeting, for example, the conference room. The list of attendees follows next.
You can write the agenda of the meeting with sub-heads like ‘last meeting follow-up,’ and ‘new business’ in number form; based on importance and priority. There’s space in the A4 sheet for extra information like notes, action items, and the agenda for the next meeting.
This meeting template is ideal for organizing all kinds of team meetings. In case the meeting is long, do not forget to allot time for a break. For a change, you can try creating the meeting agenda in a flowchart template in Google Docs.
Format: Google Docs
Download Team Meeting Agenda Template
Meeting Agenda Templates for MS Office and Google Docs by third-party sources
1. General Public Event Meeting Agenda Template
This agenda template comes in handy when you need to organize a general public event, for example, charity events, fundraisers, press conferences, or an event in the society you’re residing.
It has two columns. The one on the right has the time allocation, and the left one contains the details along with the name of the speakers. There is also space for adding special instructions in the end.
Format: MS Word and Google Docs
Download General Public Event Meeting Agenda Template here
2. Meeting Agenda Description Template
This meeting agenda format enables you to write down the description of the agenda items in a detailed form.
The header includes the place at which the meeting will be held, the time and date, and the name of the facilitator. The template then contains the starting and ending time for every topic of discussion, what exactly will be discussed, and the location.
They’ve provided extra space in excess at the end of the table, where you can jot down additional points and information.
Format: MS Word and Google Docs
Download Meeting Agenda Description Template here
3. Meeting Facilities Agenda Template
This meeting facilities agenda template is exceptionally made. The template starts with necessary details like the meeting/project name, the date and time for the same, the location, and the name of the facilitator.
You can then enter the list of attendees, including details like which department they’re from, along with their email ids and phone numbers. Post this you can set the meeting agenda. Add the name of the topics along with the name of the presenter next to it and the time allotted for the same.
There’s an extra space in the end in the table form for adding any additional information that you think is important.
Format: MS Word and Google Docs
Download Meeting Facilities Agenda Template here
4. Project Status Meeting Agenda Template
Every organization, irrespective of how big or small it is, needs to check the project status every now and then. This sample meeting agenda template comes in handy when you want to review the work being done so far.
Enter the project name, the facilitator’s name, and the list of invitees. There’s a separate box for you to fill in the objectives of the meeting. Fill in the names of the action items that should have been completed and review the status of the same. Write the name of the topic and the time allotted for each.
There’s a lot of space to enter the name of the assignee for each project as well. Apart from checking the status of the work completed, you can also use this meeting template to plan work for the upcoming weeks.
Format: MS Word and Google Docs
Download Project Status Meeting Agenda Template here
5. Board Meeting Agenda Template
A meeting of the board of directors or the executive board meeting is an integral part of big corporate houses. This board meeting agenda template comes in handy when you want to plan the board meeting in prior since it is a serious and formal affair.
Write the date, time, and location of the board meeting, as well as the details for the last one. There’s a list of agenda items that you can add, but we recommend you to keep it short. Also, the template is customizable. So, you can replace the last column which says ‘Action’ and add ‘Presenter’ instead, thereby indicating who will be presenting which agenda item.
Format: MS Word and Google Docs
Download Board Meeting Agenda Template for MS Word and Google Docs
6. Committee Meeting Agenda Template
All of us have been a part of committee meetings, but have you ever been given the responsibility to organize one? If yes, keep this agenda template handy.
It can be used for PTA meetings, club meetings, neighborhood meetings, and any other similar event since the design is a standard format that can be put to use in various settings. It is prefilled with activities just as an example, but you can, of course, keep or change them. To ensure that your meeting is productive, add all agenda items that need a discussion and the names of the presenters next to each one of them.
Format: MS Word and Google Docs
Download Committee Meeting Agenda Template for MS Word and Google Docs
7. Staff Meeting Agenda Template
A staff meeting agenda template should always look tidy, professional, and be convenient to update.
Start off by filling in the name of the company or the department, along with the date, time, and location. Write the name of the attendees that are expected to attend the meeting.
Have a list of agenda items handy and set a fixed time against each one of them. No one wants to waste time by going beyond the stipulated number of minutes for one item, thereby ending up delaying the entire proceeding.
There’s space provided in the end for writing down new action items, notes, or any other additional information that you find necessary.
Format: MS Word and Google Docs
Download Staff Meeting Agenda Template for MS Word and Google Docs
8. Team Meeting Agenda Template (formal)
We listed a team meeting agenda template earlier, which was for an informal setting. This meeting agenda format suits a formal team meeting.
This brilliantly designed template is perfect for you to plan a team meeting. Write the name of the project, along with the date, time, and location at the top. Enter the goals that need to be achieved in alphabetical order and the pre-work that needs to be done for each one of them. Since the project outline is with the team members from beforehand, they can come prepared accordingly.
In the schedule section, you can assign the number of minutes you want each topic of discussion to take. This improves efficiency and saves time.
Format: MS Word and Google Docs
Download Team Meeting Agenda Template for MS Word and Google Docs
Final Thoughts
We’ve listed the best meeting agenda templates that will make your job easier. These templates help you in planning your meetings early and prevent the wastage of valuable resources.
If you have a template ready, you can easily create the agenda for the meeting within a few minutes and customize it as per your requirements.
If you do not plan meetings frequently, creating new agendas is not a tedious task. However, if you need to plan meetings on a regular basis, these agenda templates save a lot of time and energy, and the focus can be shifted toward more important tasks.
Remember, the more unique in design your meeting template is, the more appealing it will look. Which of the above will you put to use first?
(Please Note: Some of the meeting agenda templates have been taken from template.net.)
