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Meeting Agenda Template

14 free editable meeting agenda templates and examples to help you prepare the perfect agenda and ensure your meeting is effective and productive.

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While not every meeting has an agenda, the most effective ones do. It doesn’t have to be wordy, but the meeting should have a purpose with a desired outcome in order to be effective.

In the modern world, it is no secret that many people dread meetings. This is because they dread gatherings that don’t feel structured, drag on for too long, and don’t respect their time. By setting meeting goals and creating a meeting agenda, you are able to run meetings that feel worthy of the time of those in attendance. See also meeting minutes template.

What Is a Meeting Agenda?

A meeting agenda is a document created before the meeting that lists the agenda items and how much time will be devoted to each item. It is created by the person who is running the meeting.

A meeting agenda is effective when it clearly states the meeting’s goals and discussion topics. This keeps everyone in attendance on the same page and gives the person running the meeting an idea of how to run things.

The agenda should list the agenda items or discussion topics in order. These can be listed as bullet points. In fact, brevity is often better when it comes to an agenda since the important factor here is clarity.

It is hard to keep the meeting on topic if anything is vaguely written.

How to Write an Agenda for a Meeting

You can create as detailed or minimal an agenda as you wish. However, here’s a good way to create a basic meeting agenda.

  1. Include a list of everyone who was invited including stakeholders, board members, employees, or any other participants. The Secretary can check off who actually attended. You will need the list of attendees for the meeting minutes.
  2. Write down the objective of the meeting. This may take you a few tries. It should just be a sentence or two and can be written in bullet points.
  3. Write down an outline of your agenda topics. This may be easiest to do in question form. These are generally items needing discussion and results. If it isn’t immediately clear, write down the goal of this question that you want the group meeting to come away with. For example, is this topic for sharing information or coming to a final decision as a group? Is the topic to give everyone a chance for input on a decision someone else is making?
  4. If possible, add a time estimate for each agenda item or discussion topic that you can use as a guide during the meeting to keep things timely.
  5. Do your attendees need to do anything in order to prepare for this meeting? If so, include links or resources for any materials they need to consult before the meeting. Or, ask them to be prepared to discuss any specific topic if that is relevant. If you have expectations on how you would like them to prepare for their presentation, then make those clear in your agenda. Be sure to distribute this agenda with enough time before the meeting for those expectations to be reasonable.

Which Format Should You Use?

Agenda Template Word, PDF, Excel, and Image

Each of the templates above is available in Word, Excel, as an image, and a PDF. The PDF is editable and you can type your details before you print or save.

Agenda Template Google Docs

You can edit any of the Microsoft Word templates above in Google Docs.

  1. Download one of the Word documents on this page and save it on your computer.
  2. Open your Google Drive and click “New”.
  3. Select “File upload”.
  4. Select the meeting agenda template Word doc and click “Open”. The meeting agenda sample that you selected will now upload.
  5. Double-click the document that you uploaded.
  6. Click “Open with”.
  7. Select “Google Docs”.

Meeting Agenda Template

We offer 14 free meeting agenda examples for you to edit as you please. Choose the printable meeting agenda format that is closest to the one that you want to use and edit it if you want to make any changes.

Our free agenda templates are available in different formats. If you find a meeting agenda template that you like as-is, you can download the editable PDF or the image file. You can type on the editable PDF file and then save or print it.

If not, select the meeting agenda template Word version if you want to make any changes to the layout or wording. We also offer an Excel format for those who prefer to use a spreadsheet for minute-taking.

Generic Meeting Agenda Template

A generic meeting template that includes the meeting objectives or goals of the meeting, meeting notes, attendees list, and the time allocated to each agenda item. This generic meeting template can be used for PTA meetings, community meetings, workplace meetings, conferences, neighborhood meetings, team share-outs, and club meetings.

Team Meeting Agenda Template

Board Meeting Agenda Template

These meeting templates are for more formal meetings such as board meetings. If the same board members participate in the meetings each time then you might want to add their names to the Microsoft template instead of typing them each time. For a big formal board meeting, you can put a copy of the agenda in the boardroom for each participant so that they can review it before the meeting. You might want to give each participant a notebook and a pen if they usually take notes.

Staff Meeting Agenda Template

If you have the same meeting participants each meeting then add their names to the Microsoft Word template instead of adding the list for each meeting.

How To Make Meetings More Effective

Set meeting goals before each meeting with clear expectations for the outcome of the meeting. If you don’t have goals for the meeting then don’t have a meeting. It will simply be a waste of time. For example, if you are having a project kickoff meeting then the goal will be for all participants to leave the meeting with a clear understanding of the project, its objectives, and each person’s responsibilities and tasks from the beginning until the end of the project (the deliverables).

Writing an agenda for a meeting is the first step. The agenda makes the meeting more effective by providing structure and focusing on the relevant issues. If you give everyone in attendance a copy of the agenda beforehand, then everyone has time to prepare and be on the same page before the meeting begins.

Bonus Tip: Sending out the agenda and asking the attendees if they have anything they want to add to the agenda before the meeting is a great way to keep things on task in the event. It keeps attendees from bringing up other topics in the middle and helps you plan in case someone has a worthy topic.

While the agenda adds structure to the meeting, the meeting minutes give you something to take away from it.

If your agenda has notes on time for each discussion topic, stick to that timeline. If the topic isn’t wrapping up and the time is up, then you are allowed to say that this will need to be handled at another time because this meeting doesn’t have room for all of this.

Give your meeting some time for wrapping up each of these discussion topics. After each discussion topic has happened, you want to take a minute or two as the leader to state the clear takeaways from that discussion. This will help the Secretary so they clue in on what needs to be written in the minutes. It will also help everyone in attendance to be sure they’re on the same page.

The most effective meetings conclude takeaway actions. Before you hold your meeting, give some thought to the action items you would like to discuss and who will be responsible for each one. Be specific on action items. If you expect a specific person to do a specific thing after this meeting, state that very clearly.

Before the meeting, check the agenda from the previous meeting to ensure that there are no open items that were not completed.

Make sure that when you assemble your agenda, you put your most vital discussion topics first. Sometimes people are tempted to save the best for last or lead into those topics, but if you run out of time, it is important that your most important topics get hit on first. Use your time wisely.

Take meeting minutes during the meeting or after it. This way, everyone has their takeaways.

Guides for the Orderly Conduct of Meetings

There are many reference guides available that describe rules of procedures as to how meetings should be conducted.

Robert’s Rule of Order or various versions of it are used by approximately 80% of organizations in the United States (Source).

The second most commonly used parliamentary authority is Sturgis Standard Code of Parliamentary Procedure, used by approximately 15% of groups (particularly physicians and dentists).

The third most popular parliamentary manual is Demeter’s Manual of parliamentary Law and Procedure, used by about 5% of groups (particularly unions).

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About the Author
Photo of NicoleMy name is Nicole and I created this website to share the tools that keep me organized and productive and help me reach my goals. I hope that you will find them helpful too.

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