Reclaim is now part of Dropbox, driving the future of productivity at work together
Discover AI scheduling →
Discover AI scheduling

Reclaim.ai Blog

Productivity tips, calendar hacks, & product updates from the Reclaim team.

2025 Meeting Agenda Guide: 18 Free Templates
November 8, 2024

Is your schedule so jam-packed with meetings that it’s hard to find time to prepare? With the average professional attending over 25 meetings/week (a 69.7% increase since February 2020), meeting agendas are more important now than ever to make sure you don’t waste your coworkers time.

We’re all too familiar with the pains of a poorly planned meeting. You know the drill: a vague agenda, wandering discussions, and the feeling that this whole thing should have been an email. Yet, many meetings are necessary to keep our projects and teams moving forward.

In this blog post, we’ll cover everything you need to create meeting agendas that are concise, purposeful, and powerful – plus key tips and meeting agenda templates.

What are the benefits of a meeting agenda?

First, what is a meeting agenda? A meeting agenda is a list of topics participants want to discuss in the meeting.

We all know time is our most valuable resource, and a well-crafted meeting agenda is the best time-saving tool you can use to make sure the time you spend in meetings is actually productive. Here are the top benefits of using a meeting agenda:

  1. Outline the purpose of the meeting so everyone is on the same page.
  2. Ensure attendees know why they need to be there.
  3. Allow attendees to contribute topics and ideas.
  4. Help attendees to prepare before the meeting.
  5. Keep the meeting on track and help your team stay focused.
  6. Track follow-up action items from the meeting.

So if you’re tired of walking into meeting rooms only to realize you’re not sure why you’re there, and finding yourself very underprepared – it’s time to start building agendas before your meetings. This isn’t just about avoiding confusion; it’s about setting the stage so everyone is on the same page, ready to dive headfirst into meaningful discussions. Your team is a treasure trove of ideas, experiences, and expertise. But without a roadmap, that treasure can remain buried. 

And to make sure that creativity and productivity follows through after the meeting, make sure everyone leaves with clear action items from the discussion.

Click here to jump to our meeting agenda templates:

  1. Weekly Team Meeting
  2. Board Meeting
  3. Daily Sync Meeting
  4. One-on-One Meeting
  5. All-Hands Meeting
  6. Project Kickoff Meeting
  7. Sales Team Weekly Kickoff
  8. Retrospective Meeting
  9. Product Development Meeting
  10. Customer Onboarding Meeting
  11. Performance Review Meeting
  12. Brainstorming Session Meeting
  13. Product Launch Meeting
  14. Employee Onboarding Meeting
  15. Client Check-In Meeting
  16. Budget Planning Meeting
  17. Strategic Planning Meeting
  18. Cross-Department Sync Meeting

The anatomy of the meeting agenda

A meeting agenda is more than just a list of bullet points; it’s a structured roadmap to a successful meeting. While agendas are relatively straightforward, they have some essential components:

1. Purpose of the meeting

The meeting agenda needs to specify the meeting objectives, aim, theme, or purpose. Why are you all gathered here? What’s the overarching goal you’re striving to achieve? This sets the tone and direction for the entire session.

2. Agenda items & topics

Each agenda item is a distinct, but central, topic of the meeting that is to be discussed by the participants. Attendees should contribute agenda items before the meeting so you can accurately estimate how much time you’ll need for each.

3. Talking points

Some meeting agendas also include talking points alongside agenda items. These are a set of concise phrases that frame a proposal, project, or idea. They give structure to the conversation and ensure every vital point is addressed.

4. Supporting documents

Many meetings require context in the form of supporting documents – such as data reports, documents, or designs. Sharing them in advance allows everyone to review them beforehand and come prepared to discuss – not waste time reviewing during the meeting.

5. Action items & next steps

These are the follow-up tasks that result from the discussion. While you’re in the meeting discussing each topic, you’ll want to build this list of action items outlining next steps, who’s responsible, and when each item is due. Action items keep the momentum going after the meeting concludes.

6. Key decisions

In order to track the results of the meeting, you should document the key decisions made to be able to look back on progress over a project, and how you ended up making decisions that affect your project and team.

Who’s responsible for the agenda?

Meeting agendas are necessary – that much is clear. So who’s responsible for creating the agenda and maintaining it?

The meeting organizer will typically create the meeting agenda, but they should not be the only person contributing to it.

All the participants should be able to add their own topics, questions, comments, or concerns to the agenda – and be able to contribute to the overall format. Otherwise, meetings run the risk of becoming one-sided lectures where the only speaker is the meeting organizer. This is not a valuable use of everyone’s time, not to mention super unproductive.

If all attendees shoulder some weight in creating the agenda, it will help make the meeting a collaborative and productive discussion – which it needs to be since you’re taking time out of people's day to be there.

What makes a good meeting agenda?

Meeting agendas aren’t all that mystifying. Their purpose is to give a logical structure and focus so your time together is well spent and productive. After all, meetings are expensive — a 30-minute meeting with 3 employees costs $700 - $1,600 on average. 

Of course, many meetings are necessary. And to make the most out of everyone’s time, an agenda is key. Ultimately, a good meeting agenda (regardless of the type of meeting it is) consists of 5 things:

  • A list of meeting attendees.
  • The expected length/duration of the meeting.
  • The purpose of the meeting.
  • A list of topics, questions, or other items to discuss.
  • The action items (that will be generated in the meeting).

How to make a meeting agenda

With all that said, how do you actually write a meeting agenda? Here’s how:

1. Determine the purpose 

Before putting pen to paper (or fingers to keyboard), ask yourself: why are we having this meeting? Is it for brainstorming? Decision-making? Project updates? Understanding the purpose helps you define the scope and direction of your agenda.

2. Clearly state the meeting objective

Now that you know the purpose, spell it out. What’s the most important thing you want to achieve at the end of the meeting? This objective becomes your North Star, guiding the rest of your agenda.

3. Clarify expectations

Let your meeting participants know what’s expected of them. Are they required to prepare any materials or come ready with specific insights? Clear expectations ensure everyone comes prepared and ready to engage.

4. Make a list of topics, questions, or tasks

Time to brainstorm. Jot down the key topics, questions, or tasks that align with your objective. Keep them concise and focused.

5. Provide each item a realistic amount of time

Time is precious, and no one wants a meeting to run over time or, worse yet, skip key topics. Assign a time slot to each agenda item. Be realistic; don’t squeeze an hour’s worth of discussion into 10 minutes.

6. Include documents to review beforehand

Context is king. If there are reports, data, or documents that need to be discussed, include them in your agenda. Sharing these materials in advance saves precious meeting time for actual discussion.

7. Involve your team

While the meeting organizer will probably take the lead in writing a meeting agenda, they shouldn’t be the only one. Involve your team by seeking their input on topics, questions, or tasks that matter to them.

Meeting agenda examples – 18 templates

What does an effective meeting agenda look like, then? Check out our meeting agenda template to help create yours for your next meeting:


Here are 18 meeting agenda example templates you can use for your next meeting:

1. Weekly Team Meeting Agenda Template

Weekly Team Marketing Meeting Agenda

Date: May 1st
Time: 1:00 - 2:00 PM CT
Location: Zoom
Attendees: Kristi, Tony, Elizabeth, Henry
Supporting documents: Sales Report, Marketing Presentation

Objective: Discuss GTM progress for the week, and upcoming product launch strategy.

  • Agenda items
    • Welcome & icebreaker (5 minutes)
    • Review previous action items (10 minutes)
    • Team updates & progress (15 minutes)
    • Discuss challenges & blockers (15 minutes)
    • New business & announcements (10 minutes)
    • Closing remarks & feedback (5 minutes)
  • Action items & next steps
  • Key decisions

2. Board Meeting Agenda Template

Board Meeting Agenda

Date: May 1st
Time: 1:00 - 2:30 PM CT
Location: Zoom
Attendees: Bob, Rick, Karen, Jessica, Dan, Jason
Supporting documents: Financial Report, Proposed Initiatives

Objective: Review Q4 budget, investment strategy, product updates, and new business opportunities.

  • Agenda items
    • Call to order & welcome (5 minutes)
    • Approval of previous minutes (10 minutes)
    • Financial report & budget update (15 minutes)
    • Presentation of major initiatives/decisions (20 minutes)
    • Committee reports (10 minutes)
    • Strategic discussions (15 minutes)
    • Other business & announcements (10 minutes)
    • Next steps & adjournment (5 minutes)
  • Action items & next steps
  • Key decisions

3. Daily Sync Meeting Agenda Template

Daily Sync Meeting Agenda

Date: May 1st
Time: 9:00 - 9:30 AM CT
Location: Zoom
Attendees: Kristi, Tony, Elizabeth
Supporting documents: Weekly goals list

Objective: Cover daily priorities, provide updates on progress, and address any roadblocks.

  • Agenda items
    • Quick updates on yesterday’s tasks (5 minutes)
    • Today’s priorities and schedule (5 minutes)
    • Discussion of any blockers (10 minutes)
    • Team coordination & assistance needed (5 minutes)
    • Quick round of feedback/closing (5 minutes)
  • Action items & next steps
  • Key decisions

4. One-on-One Meeting Agenda Template

One-on-One Meeting Agenda

Date: May 1st
Time: 2:00 - 3:00 PM CT
Location: Zoom
Attendees: Kristi, Tony
Supporting documents: Tony’s Performance Metrics, Development Plan

Objective: Discuss goals, concerns, and progress on current projects.

  • Agenda items
    • Check-in & rapport building (5 minutes)
    • Employee’s updates & achievements (10 minutes)
    • Discussion of challenges & roadblocks (15 minutes)
    • Manager’s feedback & guidance (15 minutes)
    • Action items & commitments (10 minutes)
    • Closing remarks & follow-up (5 minutes)
  • Action items & next steps
  • Key decisions

5. All-Hands Meeting Agenda Template

All-Hands Meeting Agenda

Date: May 1st
Time: 3:00 - 4:30 PM CT
Location: Zoom
Attendees: All employees
Supporting documents: Company Newsletter, All-Hands Presentation

Objective: Review progress made this quarter, and address major company updates.

  • Agenda items
    • Welcome & introduction (5 minutes)
    • Company news & updates (15 minutes)
    • Department/team highlights (20 minutes)
    • Special presentation (20 minutes)
    • Q&A session (15 minutes)
    • Recognitions & shout-outs (10 minutes)
    • Closing remarks & next steps (5 minutes)
  • Action items & next steps
  • Key decisions

6. Project Kickoff Meeting Agenda Template

Project Kickoff Meeting Agenda

Date: May 1st
Time: 10:00 - 11:30 AM CT
Location: Zoom
Attendees: Jeff, Katie, Chris, Sandy, Patrick, Stewart
Supporting documents: Project Scope, Data Analysis

Objective: Introduce project milestones, timeline, goals, and expectations, review project scope and deliverables, and establish communication and collaboration processes.

  • Agenda items
    • Welcome & introduction (10 minutes)
    • Overview of the project goals & objectives (15 minutes)
    • Presentation of project scope, timeline, & milestones (20 minutes)
    • Roles & responsibilities of team members (10 minutes)
    • Communication plan and tools (10 minutes)
    • Risk assessment & mitigation strategies (10 minutes)
    • Questions, clarifications, & next steps (10 minutes)
    • Closing remarks & enthusiasm for the project (5 minutes)
  • Action items & next steps
  • Key decisions

7. Sales Team Weekly Kickoff Agenda Template

Sales Team Weekly Kickoff Meeting Agenda

Date: May 1st
Time: 1:00 - 2:00 PM CT
Location: Zoom
Attendees: Jeff, Stewart, Kristi, Henry
Supporting documents: Sales Pipeline, CRM, Presentation

Objective: Review sales progress and new opportunities.

  • Agenda items
    • Review of previous week’s sales performance (10 minutes)
    • Sharing success stories & challenges (15 minutes)
    • Presentation of the week’s goals & targets (5 minutes)
    • Discussion of upcoming promotions & strategies (15 minutes)
    • Collaborative problem-solving session (10 minutes)
    • Closing remarks & motivation (5 minutes)
  • Action items & next steps
  • Key decisions

8. Retrospective Meeting Agenda Template

Retrospective Meeting Agenda

Date: May 1st
Time: 12:00 - 1:00 PM CT
Location: Zoom
Attendees: Product launch team
Supporting documents:

Objective: Reflect on the team's performance, identify areas for improvement, and develop action plans for future projects.

  • Agenda items
    • Opening & setting the retrospective’s purpose (5 minutes)
    • Recap of the previous sprint/project cycle (5 minutes)
    • Discussion of what went well (10 minutes)
    • Identification of areas for improvement (10 minutes)
    • Brainstorming & prioritizing actionable solutions (15 minutes)
    • Selection of improvement actions & assignment (10 minutes)
    • Closing thoughts & commitment to change (5 minutes)
  • Action items & next steps
  • Key decisions

9. Weekly Product Development Meeting Agenda Template

Weekly Product Development Meeting Agenda Template

Date: May 1st
Time: 10:00 - 11:00 AM PST
Location: Zoom
Attendees: Product launch team
Supporting documents: Project Roadmap, User Feedback Report

Objective: Review progress on the current sprint, discuss upcoming features, and address any roadblocks.

  • Agenda items
    • Welcome & icebreaker (5 minutes)
    • Review previous action items (10 minutes)
    • Team updates & progress on current features (15 minutes)
    • Discuss upcoming features in the next sprint (15 minutes)
    • Q&A & open discussion (10 minutes)
    • Closing remarks & feedback (5 minutes)
  • Action items & next steps
  • Key decisions

10. Customer Onboarding Meeting Agenda Template

Customer Onboarding Meeting Agenda Template

Date: May 1st
Time: 3:00 - 4:00 PM CT
Location: Zoom
Attendees: Customer team, Project Manager, Account Manager
Supporting documents: Product onboarding timeline, Service agreement

Objective: Welcome the customer, introduce the team, and outline the onboarding plan.

  • Agenda items
    • Welcome & introductions (5 minutes)
    • Product overview & onboarding timeline (20 minutes)
    • Review of customer requirements & goals (15 minutes)
    • Discuss communication channels & expectations (10 minutes)
    • Q&A & open discussion (5 minutes)
    • Next steps & action items (5 minutes)
  • Action items & next steps
  • Key decisions

11.  Performance Review Meeting Agenda Template

Performance Review Meeting Agenda Template

Date: May 1st
Time: 1:00 - 2:00 PM CT
Location: Zoom
Attendees: Kristi, Tony
Supporting documents: Performance review report

Objective: Discuss employee performance, set goals, and provide feedback for development.

  • Agenda items
    • Welcome & icebreakers (5 minutes)
    • Review of self-assessment (10 minutes)
    • Manager feedback & observations (15 minutes)
    • Discuss strengths, weaknesses, & development opportunities (10 minutes)
    • Goal setting for the next review period (15 minutes)
    • Q&A & open discussion (5 minutes)
  • Action items & next steps
  • Key decisions

12. Brainstorming Session Meeting Agenda Template

Brainstorming Session Meeting Agenda Template

Date: May 1st
Time: 11:00 - 12:30 PM CT
Location: Zoom
Attendees: Product launch team, marketing team
Supporting documents: Product overview plan, Brainstorming doc

Objective: Generate creative ideas for solving a specific problem or developing a new product/service.

  • Agenda items
    • Welcome & icebreaker activity (5 minutes)
    • Introduction of the problem/objective (10 minutes)
    • Ground rules & brainstorming techniques (5 minutes)
    • Individual brainstorming (15 minutes)
    • Group brainstorming & discussion (30 minutes)
    • Prioritization & selection of best ideas (20 minutes)
    • Closing remarks & next steps (5 minutes)
  • Action items & next steps
  • Key decisions

13. Product Launch Meeting Agenda Template

Product Launch Meeting Agenda

Date: January 15th
Time: 10:00 AM - 12:00 PM CT
Location: Conference Room B / Zoom
Attendees: Marketing team, Product team, Sales team, Customer Support, Executives
Supporting documents: Launch timeline, Marketing plan, Product FAQ, Competitor analysis

Objective: Finalize the timeline, align teams on key responsibilities, and guarantee readiness for the upcoming product launch.

  • Agenda items
    • Welcome & objective overview (5 minutes)
    • Launch timeline review (15 minutes)
    • Marketing strategy overview (20 minutes)
    • Sales enablement & training (20 minutes)
    • Customer support readiness (10 minutes)
    • Identify risks & mitigations (20 minutes)
    • Roles & responsibilities confirmation (10 minutes)
    • Q&A session (10 minutes)
    • Action items & next steps (10 minutes)
  • Action items & next steps
  • Key decisions

14. Employee Onboarding Meeting Agenda Template

Employee Onboarding Meeting Agenda

Date: February 3rd
Time: 9:30 - 11:00 AM CT
Location: Office Training Room / Zoom
Attendees: New Hire, Hiring Manager, HR Representative, Team Lead, Mentor
Supporting documents: Employee handbook, Organizational chart, Onboarding checklist

Objective: Welcome the new employee, introduce team members, and provide necessary information for a smooth transition into the role.

  • Agenda items
    • Welcome & introductions (10 minutes)
    • Company overview & mission (15 minutes)
    • Department & team introduction (20 minutes)
    • Role expectations & goals (20 minutes)
    • Tools & resources setup (20 minutes)
    • Company policies & benefits overview (10 minutes)
    • Q&A session (10 minutes)
    • Action items & next steps (5 minutes)
  • Action items & next steps
  • Key decisions

15. Client Check-In Meeting Agenda Template

Client Check-In Meeting Agenda

Date: March 10th
Time: 2:00 - 3:00 PM CT
Location: Zoom / Client’s Office
Attendees: Client representative(s), Account Manager, Project Lead, Support Specialist
Supporting documents: Project Status Report, Performance Metrics, Upcoming Milestones

Objective: Review project status, discuss current challenges, and align on next steps to guarantee client satisfaction and project success.

  • Agenda items
    • Welcome & meeting purpose (5 minutes)
    • Project progress update (15 minutes)
    • Review key metrics & performance (10 minutes)
    • Identify & address challenges (20 minutes)
    • Feedback from client (15 minutes)
    • Upcoming milestones & deadlines (10 minutes)
    • Action items & next steps (5 minutes)
  • Action items & next steps
  • Key decisions

16. Budget Planning Meeting Agenda Template

Budget Planning Meeting Agenda

Date: April 5th
Time: 10:00 AM - 12:00 PM CT
Location: Conference Room A / Zoom
Attendees: Finance Team, Department Heads, Project Managers, Executive Sponsor
Supporting documents: Previous Budget Report, Departmental Forecasts, Financial Goals Overview

Objective: Review current budget allocations, discuss upcoming financial needs, and finalize the budget plan for the next fiscal period.

  • Agenda items
    • Welcome & objectives (5 minutes)
    • Financial overview (20 minutes)
    • Departmental budget requests (30 minutes)
    • Review of current budget allocation (20 minutes)
    • Identify cost-saving opportunities (15 minutes)
    • Project funding priorities (15 minutes)
    • Finalize budget decisions (10 minutes)
    • Action items & next steps (5 minutes)
  • Action items & next steps
  • Key decisions

17. Strategic Planning Meeting Agenda Template

Strategic Planning Meeting Agenda

Date: June 20th
Time: 9:00 AM - 1:00 PM CT
Location: Boardroom / Zoom
Attendees: Executive Team, Department Heads, Strategic Planning Committee
Supporting documents: Previous Strategic Plan, SWOT Analysis, Market Research Report, Key Performance Indicators (KPIs)

Objective: Define long-term organizational goals, assess strategic priorities, and outline actionable steps for achieving business objectives.

  • Agenda items
    • Welcome & objectives (5 minutes)
    • Review of current strategic goals (20 minutes)
    • SWOT analysis review (30 minutes)
    • Market trends & competitor analysis (20 minutes)
    • Define new strategic goals (30 minutes)
    • Resource allocation discussion (20 minutes)
    • Risk assessment & mitigation (15 minutes)
    • Key Performance Indicators development (15 minutes)
    • Action items & next steps (10 minutes)
  • Action items & next steps
  • Key decisions

18. Cross-Departmental Sync Meeting Agenda Template

Cross-Departmental Sync Meeting Agenda

Date: July 12th
Time: 11:00 AM - 12:30 PM CT
Location: Meeting Room 2 / Zoom
Attendees: Representatives from Marketing, Sales, Product, Customer Support
Supporting documents: Project Updates, Shared Goals Document, Current Metrics Overview

Objective: Align departments on shared goals, discuss cross-functional project updates, and identify any interdepartmental challenges.

  • Agenda items
    • Welcome & meeting purpose (5 minutes)
    • Department updates & key metrics (20 minutes)
    • Project collaboration updates (20 minutes)
    • Identify & address challenges (20 minutes)
    • Shared goals & priorities (15 minutes)
    • New collaboration opportunities (10 minutes)
    • Action items & next steps (5 minutes)
  • Action items & next steps
  • Key decisions

📅 Book your team meetings without any work

Now that we’ve covered the ins-and-outs of meeting agendas – let’s walk through the best way to actually schedule these meetings on your calendar.

You and your team can increase your available time slots by 524% using Reclaim.ai’s Scheduling Links. After all, 33.6% of professionals manually clear out events to create more availability for their Scheduling Links. However, Reclaim can align meetings with your work and personal commitments.

You can make yourself available for urgent meetings with high-priority scheduling links, be flexible with adjustable meeting durations, coordinate easily with team scheduling links, and even create custom links for unique meetings.

And if you’re still scheduling your team meetings through recurring events on your calendar – check out Smart Meetings at Reclaim. You can automatically find the best time for your recurring meetings every week across all attendees' schedules, and automatically reschedule around meeting conflicts and PTO.

Trend Reports

Smart Meetings Trends Report (145+ Stats)

Setting Priorities Report: Top Work Challenges (50 Stats)

Workforce Trends Report: +100 Stats on Employee Productivity Analytics

Meeting Scheduling Trends Report: 130+ Scheduling Links Stats

Burnout Trends Report: 200+ Employee Stress Stats by Department

Task Management Trends Report: +200 Stats on Managers vs. Individual Contributors

Productivity Trends Report: One-on-One Meeting Statistics

Ready for an
AI calendar?

Auto-schedule your tasks, habits, breaks, & meetings on Google Calendar.

Start scheduling →

It's free! 🎉

Get the latest productivity trends from Reclaim

Subscribed!
Something went wrong. Please try again.

Ready to reclaim your time?