Free Agenda Templates

Created by best in-class managers, these agenda templates will help you run meetings like a pro.

Templates include:

  • Starter agenda iconStarter agenda
  • Suggested agenda items iconSuggested items
  • Meeting rating iconMeeting rating widget
  • Meeting colours and avatars iconTheme colours and avatars
  • Manager coaching iconManager coaching
SoapBox agenda templates image

Monthly One-on-one Meeting

A great starting point for monthly 1:1s with your team.

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Weekly One-on-one Meeting

Use this weekly agenda to have productive 1:1s.

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Skip Level Meeting

This agenda connects senior managers with employees.

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Salary Review Meeting

A great salary review conversation needs a solid agenda.

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Performance Improvement Plan Meeting

This agenda will help you kick off the PIP process.

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Remote One-on-one Meeting

Make the most of remote one-on-ones with this agenda.

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Exit Interview Meeting

Use this meeting agenda to collect honest feedback from employees as they exit the company.

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First One-on-one Meeting with a New Employee

Start on the right foot with a new team member using this agenda to kickoff your first one-on-one.

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Peer to Peer One-on-one Meeting

Collaborate with your team members using this peer to peer one-on-one meeting.

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Sales Leader <> SDR 1:1

Use this agenda to zero in on one thing each SDR can improve each month.

Mark Roberge, Former CRO - HubSpot

VP Sales <> Sales Leader 1:1

Created by Mark Roberge, former CRO of HubSpot, use this agenda for VP Sales <> Sales Leader 1:1s.

Mark Roberge, Former CRO - HubSpot

Bi-Weekly Sales One-on-One

A bi-weekly 1:1 stand-up for sales managers to sync with direct reports.

Ashley Reyes-Chung, Inside Sales Manager - Hubba

OKR Goal Setting One-on-one Meeting

Use this 1:1 meeting agenda to set OKRs for the upcoming quarter.

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SaaS High Growth Sales One-on-one Meeting

SaaS sales is a fast moving, high pressure role. Monitor pipelines and performance with this agenda.

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Quarterly Mentor Mentee One-on-one Meeting

Focus on developing your skills and career with this quarterly one-on-one meeting agenda.

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Quarterly Performance Review Meeting

Identify strengths, weaknesses, opportunities to grow and more with this quarterly review.

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Bi-weekly Key Account Check-in Meeting

Account managers and supervisors use this agenda to identify risk and opportunities in portfolios.

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Heather Foeh's One-on-one Meeting

Heather Foeh, VP of Customer Experience at PathFactory, uses this 1:1 agenda to sync with her team.

Heather Foeh, VP Customer Experience - PathFactory

Jason Ball's One-on-one Meeting

Jason Ball, Customer Support Manager at Intercom, asks these 5 questions in one-on-one meetings.

Intercom
💰

Sales Team Meeting

This agenda offers a holistic view of your sales team.

SoapBox
📝

Scrum Team Meeting

Use this template for 10-minute scrums with your team.

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📋

45 Minute Team Meeting

This 45-minute meeting agenda suits almost any team.

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🎨

Brainstorming Meeting

Collect brainstorming ideas using this agenda template.

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Sprint Planning Team Meeting

These three agenda items will fuel your sprint planning.

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Retro Meeting

This agenda will spur the conversation about your past sprint.

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🎯

Project Kickoff Meeting

Use this agenda as needed to get new projects started.

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Backlog Grooming Meeting

Use this agenda to align on what’s coming down the pipe.

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📊

Marketing Team Meeting

This agenda will help you to plan, reflect and discuss.

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Project Management Meeting

This agenda will help you take action on any project.

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Leadership Team Meeting

This meeting agenda helps leaders make decisions.

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Team Offsite Meeting

This agenda will help you keep your offsite on track.

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⭐

Leadership meeting compatible with EOS

Use this agenda to solve issues and challenges.

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👋

All-hands Meeting

An effective all-hands meeting needs a powerful agenda.

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SoapBox Employee Onboarding

This is the agenda SoapBox uses to onboard new employees.

SoapBox
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Heather Foeh's Team Meeting

Heather Foeh, VP of Customer Experience at PathFactory, builds trust with her team using this agenda

Heather Foeh, VP Customer Experience - PathFactory
🦊

First Team Meeting

This meeting agenda template will help break the ice in your first team meeting.

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Health and Wellness Committee Kickoff Meeting

Looking to kick off a health and wellness program? This agenda offers a great place to start!

SoapBox
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Quarterly Planning Meeting

Post goal-setting discussions, use this meeting agenda to plan your activities for the quarter.

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SoapBox Customer Success Team Meeting

The real team meeting agenda from SoapBox's customer success team.

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🙏

Monthly Health and Wellness Committee Meeting

If health and wellness are part of your core values, check out these great committee talking points!

SoapBox
🦄

Weekly Team Meeting

This agenda aligns teams on blockers and the past week's activity.

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