person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ—„ All
πŸ€‘ Sales
Team
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ“š General
One-on-one
πŸ—„ All
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
πŸ—„ All
One-on-one
πŸ“š General
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
🎯 Marketing
Team
Cross-functional
πŸ—„ All
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
🀩 Customer Success
πŸ‘©β€πŸ’» Customer Support
πŸ—„ All
Cross-functional

Templates

156 Free Agenda Templates

Created by best-in-class managers, these professional agenda templates will help you run meetings like a true pro. All available for free downloads as PDF, Excel, and Word docs. Or try the template in our meeting app and get all the best practices for free.

person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
One-on-one
πŸ—„ All
πŸ“š General
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ“š General
One-on-one
πŸ—„ All
person
First One-on-one Meeting with a New Employee Template



  • What do you like to do outside of work?
  • How do you like to communicate? (Phone, email, Slack, etc.)
  • What time of day do you do your best work?
  • What kind of projects are you most excited to work on?
  • What are your 1 year, 3 year, and 5 year career goals?
  • What does success look like for you in 30 days?
  • When and how frequently would you like us to have one-on-ones?
View this Template
πŸ—„ All
βš™οΈ Operations
One-on-one
πŸ“š General
person
Remote One-on-one Meeting Template



  • How are things going?
  • What’s something you’re really jazzed about outside of work?
  • What have you been working on this week?
  • What has been the work highlight/lowlight from the past week?
  • What are you working on next week?
  • Where do you need help?
  • Are you happy with our level of communication? How would you change it?
  • What’s top of mind right now that we haven’t talked about yet?
View this Template
πŸ“š General
πŸ—„ All
Remote
One-on-one

Free Agenda Templates

33 One-on-one Meeting Templates

One-on-ones are the most important meetings in the calendar. Check out these one-on-one agenda templates, available as PDF, Excel, and Word doc downloads, or free in our meeting app.

person
Scrum Team Meeting Template



  • Blockers
  • What did you do yesterday?
  • What are your goals for today?
  • How close are we to hitting our sprint goals? What’s your comfort level?
View this Template
πŸ€– Engineering
πŸ—„ All
πŸ“š General
πŸ•΅οΈ Product
person
45 Minute Team Meeting Template



  • Metrics (10 min)
  • Round table plan (20 min)
  • What are the biggest blockers stopping us from performing to our fullest potential? (10 min)
  • Who deserves a shoutout? (5 min)
View this Template
Team
πŸ—„ All
πŸ“š General
person
Weekly Team Meeting Template



  • πŸ† What went well?
  • πŸ€” What could have gone better?
  • πŸ§— Anything feel more difficult than it should?
  • 🐌 Do we have any blockers?
  • πŸ€·β€β™‚οΈ From 1-10 how was your week overall?
  • 🎧 What's your song recommendation for the week?
View this Template
πŸ“š General
Team
πŸ—„ All
person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
Team
πŸ—„ All
πŸ€‘ Sales

Free Agenda Templates

51 Team Meeting Templates

Whether you’re a new manager running your first team meeting or a seasoned veteran looking to spice up your existing meetings, check out our team meeting agendas. Available as PDF, Excel, Word doc downloads or in our free meeting software.

person
Quarterly Performance Review Meeting Template



  • Self assessment and peer feedback review
  • Performance against objectives
  • Wins, strengths and opportunities to grow
  • Areas for improvement
  • Concerns, questions and clarification
View this Template
πŸ—„ All
πŸ“š General
πŸ’™ HR
One-on-one
person
Salary Review Meeting Template



  • Recap of company compensation philosophy (5 min)
  • The update (5 min)
  • The details (10 min)
  • How does that update feel to you? (10 min)
  • Questions? (15 min)
View this Template
Performance
πŸ—„ All
πŸ“š General
One-on-one
person
Performance Improvement Plan Meeting Template



  • What is a PIP, and why now? (15 min)
  • Timeline of the PIP process (10 min)
  • Expectations for each stage (20 min)
  • Questions and clarifications (15 min)
View this Template
Performance
One-on-one
πŸ’™ HR
πŸ—„ All
person
Biannual Performance Review Template



  • Performance against team and individual goals
  • Ability to live out company values
  • Discuss your strengths (manager and peer feedback)
  • Discuss your areas for improvement (manager and peer feedback)
  • Major accomplishments in the last 6 months
  • What's needed to help you improve?
  • What are your professional goals for the next 6 months? Year?
View this Template
One-on-one
πŸ—„ All
πŸ’™ HR
Performance

Free Agenda Templates

9 Performance Meeting Templates

From 360 degree reviews to performance improvement plans, check out these effective meeting templates to support performance conversations. Download as PDF, Excel, Word docs, or in our free meeting app.

person
Project Kickoff Meeting Template



  • Project brief
  • Roles and responsibilities
  • Cadence
  • Next steps
  • Q&A
View this Template
πŸ“š General
πŸ—„ All
Team
One-off
person
Team Offsite Meeting Template



  • Objectives – why we’re here
  • Ground rules
  • Activities/sessions
  • Next steps
View this Template
πŸ“š General
One-off
Team
πŸ—„ All
person
Company Quarterly Kickoff Template



  • What are we going to be talking about today?
  • What happened last quarter? (Highlight wins, setbacks, etc)
  • What did we learn?
  • What are we going to do about it? (Our goals)
  • What's upcoming?
View this Template
πŸ—„ All
One-off
Company
πŸ’Ό Leadership

Free Agenda Templates

6 One-off Meeting Templates

Whether you’re kicking off a new project or running an annual offsite, the same rules apply: use a meeting agenda. Check out these sample one-off agendas to run better meetings. Download as PDF, Excel, Word docs, or in our free meeting app.

person
Phone Screen Interview Template



  • What are your career goals?
  • What are you really good at professionally? Please give me some examples.
  • What are you not good at or not interested in? Please give me some examples.
  • Who were your last 2-3 bosses, and how will they each rate your performance when we talk with them (1 is low, 10 is high)? Why?
  • What do you want to get out of the role?
  • Where are you at in your job search?
View this Template
πŸ“š General
πŸ—„ All
πŸ’» User-generated
Interview
person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ—„ All
Team
πŸ€‘ Sales
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ—„ All
πŸ“š General
One-on-one

Free Agenda Templates

1 Interview Meeting Templates

Hiring is no joke. Improve your odds of hiring the best candidate with these best-in-class interview templates! Try as PDF, Excel, Word doc downloads or in our free meeting app.

person
Brainstorming Meeting Template



  • Objectives (5 min)
  • Ground rules & housekeeping (5 min)
  • Activity (20 min)
  • Round robin (15 min)
  • Idea voting (10 min)
  • Next steps (5 min)
View this Template
πŸ—„ All
Planning
πŸ“š General
Team
person
OKR Goal Setting One-on-one Meeting Template



  • OKR review for last quarter: Where did we succeed? Where did we fall short? What did we learn?
  • What are 3-5 things you want to accomplish in the next quarter?
  • What key things need to happen in order to achieve those 3-5 goals?
  • What resources, tools and budget do you need to achieve your goals?
  • What could happen in the upcoming quarter that would prevent you from hitting your goals?
View this Template
One-on-one
πŸ—„ All
Planning
person
Sprint Planning Team Meeting Template



  • What wasn’t completed last sprint? (5m)
  • Reprioritize and assign tasks/tickets for this sprint (30 min)
  • Any other issues/concerns?
  • Goals / OKR / KPIs Checkin (Quick scoring πŸŸ’πŸŸ‘πŸ”΄ 5 min)
  • What was completed last sprint? (5m)
  • Long-term projects Checkin (Quick scoring πŸŸ’πŸŸ‘πŸ”΄ 5 min)
  • Did anyone go above and beyond last sprint? (5m)
  • Team capacity, updates & availability (5m)
  • Major Issues, Blocks & Bugs (5m)
View this Template
Agile
πŸ€– Engineering
Team
πŸ—„ All
person
Quarterly Planning Meeting Template



  • Retro on last quarter
  • Laundry list brainstorm: With unlimited time and budget, what would you do to move the needle next quarter?
  • What of the above will have a direct impact on our goals? How?
  • What is happening throughout the quarter (events, absences, org. changes) that we need to factor into our planning?
  • What obstacles could arise in the next quarter that would prevent us from achieving our goals?
View this Template
Team
Planning
πŸ—„ All
πŸ“š General

Free Agenda Templates

6 Planning Meeting Templates

Kick every quarter or year off with valuable feedback from the team. Use these agenda templates to put the best plan in place for your team, every time. Available for download as PDF, Excel, Word docs, or in our free meeting app.

person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
Team
🀩 Customer Success
Cross-functional
πŸ—„ All
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
πŸ€‘ Sales
Team
πŸ—„ All
🎯 Marketing
person
Sales and Support Team Sync Template



  • Icebreaker
  • Ongoing suggestions to improve sales and support handoff
  • Customer feedback: What are customers most excited and frustrated by?
  • Goals: How are we tracking against them?
  • Sales update: Important accounts support should keep top of mind
  • Support update: Accounts that need attention from sales
View this Template
πŸ‘©β€πŸ’» Customer Support
Team
Cross-functional
πŸ—„ All

Free Agenda Templates

3 Cross Functional Meeting Templates

Get access to meeting templates from the best leaders in tech. Submitted by leaders running effective cross-functional meetings right within Hypercontext! All available for free as PDF, Excel, Word docs, or in our meeting app.

person
Sprint Retro Meeting Template



  • Demo (20-30 min)
  • Product acceptance and change requests (10 min)
  • What went well? (5 min)
  • What could have gone better? (5 min)
  • Things to look out for in the future? (5 min)
  • Who deserves a shoutout? (5 min)
  • Demo day prep: What are we presenting? (5 min)
View this Template
πŸ€– Engineering
Agile
Team
πŸ•΅οΈ Product
person
Retrospective Meeting Template



  • Review goals of the project - did we hit them?
  • What should we START doing?
  • What should we STOP doing?
  • What should we KEEP doing?
  • How do we feel things went?
View this Template
πŸ“š General
Team
Retrospective
πŸ—„ All
person
Sailboat Retrospective Meeting Template



  • Sun Example: When the bug popped up we all solved it together. Made me feel like we're a great team.
  • Anchor Example: We didn't confirm our plans with all stakeholders before starting work. This made us underestimate what was involved and means we need to start again.
  • Wind Example: When we updated our framework there were a few new functions that allow us to do more, faster.
  • Rock Example: We have a critical team member who is going on mat. leave in the coming weeks. We need to plan around that.
  • Reminder of Sprint Goals (If needed: https://hypercontext.com/goal-examples)
  • Review all next steps
View this Template
πŸ€– Engineering
Retrospective
πŸ•΅οΈ Product
πŸ—„ All

Free Agenda Templates

5 Retrospective Meeting Templates

Get access to meeting templates from the best leaders in tech. Submitted by leaders running effective meetings right within Hypercontext! Reflect with your team in our free meeting note app or download as PDF, Excel, Word docs.

person
All-hands Meeting Template



  • Broader vision
  • State-of-the-nation metrics
  • Customer and employee updates
  • Reminders
  • Cameo
  • AMA (Ask Me Anything)
View this Template
πŸ“š General
Company
πŸ’Ό Leadership
Team
person
Company Quarterly Kickoff Template



  • What are we going to be talking about today?
  • What happened last quarter? (Highlight wins, setbacks, etc)
  • What did we learn?
  • What are we going to do about it? (Our goals)
  • What's upcoming?
View this Template
One-off
πŸ“š General
πŸ’Ό Leadership
πŸ—„ All
person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ€‘ Sales
πŸ—„ All
Team
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ“š General
πŸ—„ All
One-on-one
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
πŸ“š General
One-on-one
πŸ—„ All
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
πŸ€‘ Sales
🎯 Marketing
Cross-functional
Team

Free Agenda Templates

4 Company Meeting Templates

Get access to meeting templates from the best leaders in tech. Submitted by leaders running effective meetings right within Hypercontext! All available for free as PDF, Excel, Word docs, or in our free meeting note app.

person
Remote One-on-one Meeting Template



  • How are things going?
  • What’s something you’re really jazzed about outside of work?
  • What have you been working on this week?
  • What has been the work highlight/lowlight from the past week?
  • What are you working on next week?
  • Where do you need help?
  • Are you happy with our level of communication? How would you change it?
  • What’s top of mind right now that we haven’t talked about yet?
View this Template
Remote
πŸ“š General
One-on-one
πŸ—„ All
person
Remote Team Meeting Template



  • Icebreaker πŸ₯Ά
  • How are we tracking against our goals? πŸ“Š
  • What went well this week? πŸ‘
  • What could have gone better? πŸ™Œ
  • What are the biggest blockers stopping us from performing to our fullest potential? πŸ’ͺ
  • What do we want to accomplish by our next meeting? πŸ‘€
  • Who deserves a shoutout? πŸ₯³
View this Template
πŸ—„ All
πŸ“š General
Remote
Team
person
Remote Scrum Meeting Template



  • What did you do yesterday? πŸ€·β€β™‚οΈ
  • What will you do today? πŸ‘€
  • What is blocking your progress? πŸ™…β€β™€οΈ
View this Template
Agile
πŸ•΅οΈ Product
Team
πŸ—„ All
person
Remote Sales Team Meeting Template



  • πŸ™ Icebreaker - what are you grateful for this week?
  • πŸ“° News
  • πŸ“Š Pipeline update - how are we tracking against pipeline goals?
  • πŸ₯‡ Team wins for the week
  • πŸ“š Obstacles, roadblocks, and learnings
  • βœ… Review next steps for the week
  • 🏨 Guest Speaker
View this Template
Remote
πŸ—„ All
πŸ€‘ Sales
Team

Free Agenda Templates

7 Remote Meeting Templates

Get access to meeting templates from the best leaders in tech. Submitted by leaders running effective meetings right within Hypercontext! All available for free as PDF, Excel, Word doc downloads or in our free meeting note app so your team can take notes, document next steps, and contribute in advance — in real time.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ—„ All
Team
πŸ€‘ Sales
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ—„ All
πŸ“š General
One-on-one
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
One-on-one
πŸ“š General
πŸ—„ All
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
Team
πŸ€‘ Sales
πŸ—„ All
Cross-functional
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
🀩 Customer Success
Cross-functional
Team
πŸ‘©β€πŸ’» Customer Support

Free Agenda Templates

All 156 Templates

Set your team up for success with these professional templates that have been battle-tested by the pros. Run productive, organized, and effective meetings without the hassle of creating a new template every time you meet. Access them in our free meeting app, or download as a PDF, Excel, or Word doc.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ€‘ Sales
Team
πŸ—„ All
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ“š General
πŸ—„ All
One-on-one
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
πŸ—„ All
πŸ“š General
One-on-one
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
πŸ—„ All
Team
🎯 Marketing
πŸ€‘ Sales
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
πŸ—„ All
πŸ‘©β€πŸ’» Customer Support
🀩 Customer Success
Team

Free Agenda Templates

5 Customer Success Meeting Templates

Set your customer success team up for success with these professional templates that have been battle-tested by the pros. Run productive meetings without the hassle of creating a new template every time you meet. Access them in our free meeting app, or download as a PDF, Excel, or Word doc.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ—„ All
Team
πŸ€‘ Sales
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
One-on-one
πŸ“š General
πŸ—„ All
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
πŸ—„ All
One-on-one
πŸ“š General
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
πŸ—„ All
Team
🎯 Marketing
Cross-functional
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
Cross-functional
🀩 Customer Success
πŸ‘©β€πŸ’» Customer Support
πŸ—„ All

Free Agenda Templates

3 Customer Support Meeting Templates

Set your customer support team up for success with these professional templates that have been battle-tested by the pros. Run productive meetings without the hassle of creating a new template every time you meet. Access them in our free meeting app, or download as a PDF, Excel, or Word doc.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ—„ All
Team
πŸ€‘ Sales
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ“š General
πŸ—„ All
One-on-one
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
πŸ“š General
One-on-one
πŸ—„ All
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
Team
πŸ€‘ Sales
Cross-functional
πŸ—„ All
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
Team
🀩 Customer Success
πŸ‘©β€πŸ’» Customer Support
Cross-functional

Free Agenda Templates

1 Design Meeting Templates

Set your design team up for success with these professional templates that have been battle-tested by the pros. Run productive meetings without the hassle of creating a new template every time you meet. Access them in our free meeting app, or download as a PDF, Excel, or Word doc.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ—„ All
πŸ€‘ Sales
Team
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
One-on-one
πŸ—„ All
πŸ“š General
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
πŸ“š General
One-on-one
πŸ—„ All
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
🎯 Marketing
πŸ€‘ Sales
πŸ—„ All
Cross-functional
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
🀩 Customer Success
πŸ‘©β€πŸ’» Customer Support
Team
πŸ—„ All

Free Agenda Templates

10 Engineering Meeting Templates

Set your engineering team up for success with these professional templates that have been battle-tested by the pros. Run productive meetings without the hassle of creating a new template every time you meet. Access them free in our meeting app, or download as a PDF, Excel, or Word doc.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ€‘ Sales
πŸ—„ All
Team
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
One-on-one
πŸ“š General
πŸ—„ All
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
One-on-one
πŸ—„ All
πŸ“š General
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
Team
πŸ€‘ Sales
πŸ—„ All
🎯 Marketing
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
πŸ‘©β€πŸ’» Customer Support
Cross-functional
πŸ—„ All
Team

Free Agenda Templates

36 General Meeting Templates

Set your team up for success with these professional templates that have been battle-tested by the pros. Run productive meetings without the hassle of creating a new template every time you meet. Access them free in our meeting app, or download as a PDF, Excel, or Word doc.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ—„ All
πŸ€‘ Sales
Team
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
One-on-one
πŸ—„ All
πŸ“š General
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
πŸ—„ All
One-on-one
πŸ“š General
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
🎯 Marketing
πŸ—„ All
Cross-functional
πŸ€‘ Sales
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
πŸ—„ All
🀩 Customer Success
Team
πŸ‘©β€πŸ’» Customer Support

Free Agenda Templates

10 HR Meeting Templates

Set your HR team up for success with these professional templates that have been battle-tested by the pros. Run productive meetings without the hassle of creating a new template every time you meet. Access them in our free meeting app, or download as a PDF, Excel, or Word doc.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
Team
πŸ—„ All
πŸ€‘ Sales
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ“š General
πŸ—„ All
One-on-one
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
One-on-one
πŸ“š General
πŸ—„ All
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
Team
🎯 Marketing
πŸ€‘ Sales
Cross-functional
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
🀩 Customer Success
πŸ‘©β€πŸ’» Customer Support
Team
Cross-functional

Free Agenda Templates

9 Exec & Leadership Meeting Templates

Set your exec and leadership team up for success with these professional templates that have been battle-tested by the pros. Run productive organized meetings without the hassle of creating a new template every time you meet. Access them in our free meeting app, or download as a PDF, Excel, or Word doc.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ€‘ Sales
Team
πŸ—„ All
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ—„ All
πŸ“š General
One-on-one
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
One-on-one
πŸ“š General
πŸ—„ All
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
πŸ—„ All
🎯 Marketing
Cross-functional
Team
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
πŸ—„ All
🀩 Customer Success
πŸ‘©β€πŸ’» Customer Support
Team

Free Agenda Templates

6 Marketing Meeting Templates

Set your marketing team up for success with these professional templates that have been battle-tested by the pros. Run organized meetings without the hassle of creating a new template every time you meet. Access them in our free meeting app, or download as a PDF, Excel, or Word doc.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ€‘ Sales
Team
πŸ—„ All
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ—„ All
One-on-one
πŸ“š General
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
One-on-one
πŸ—„ All
πŸ“š General
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
πŸ€‘ Sales
Cross-functional
🎯 Marketing
Team
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
πŸ—„ All
Team
πŸ‘©β€πŸ’» Customer Support
Cross-functional

Free Agenda Templates

2 Operations Meeting Templates

Set your operations team up for success with these professional templatesΒ  that have been battle-tested by the pros. Run productive meetings without the hassle of creating a new template every time you meet. Access them in our free meeting app, or download as a PDF, Excel, or Word doc.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ—„ All
πŸ€‘ Sales
Team
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ—„ All
One-on-one
πŸ“š General
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
One-on-one
πŸ—„ All
πŸ“š General
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
🎯 Marketing
πŸ€‘ Sales
Cross-functional
πŸ—„ All
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
πŸ‘©β€πŸ’» Customer Support
πŸ—„ All
Cross-functional
🀩 Customer Success

Free Agenda Templates

7 Product Meeting Templates

Set your product team up for success with these professional templates that have been battle-tested by the pros. Run effective meetings without the hassle of creating a new template every time you meet. Access them in our free meeting app, or download as a PDF, Excel, or Word doc.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ—„ All
πŸ€‘ Sales
Team
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
One-on-one
πŸ“š General
πŸ—„ All
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
πŸ“š General
πŸ—„ All
One-on-one
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
Team
🎯 Marketing
πŸ€‘ Sales
πŸ—„ All
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
🀩 Customer Success
πŸ—„ All
Cross-functional
πŸ‘©β€πŸ’» Customer Support

Free Agenda Templates

23 Sales Meeting Templates

Set your sales team up for success with these professional templates that have been battle-tested by the pros. Run productive meetings without the hassle of creating a new template every time you meet. Access them in our free meeting app, or download as a PDF, Excel, or Word doc.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ€‘ Sales
πŸ—„ All
Team
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ“š General
πŸ—„ All
One-on-one
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
One-on-one
πŸ—„ All
πŸ“š General
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
Team
🎯 Marketing
πŸ—„ All
πŸ€‘ Sales
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
Cross-functional
πŸ‘©β€πŸ’» Customer Support
🀩 Customer Success
πŸ—„ All

Free Agenda Templates

102 User Generated Meeting Templates

Set your team up for success with these professional templates from that have been created and battle-tested by the pros. Run productive meetings without the hassle of creating a new template every time you meet. Access them in our free meeting app, or download as a PDF, Excel, or Word doc.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ—„ All
Team
πŸ€‘ Sales
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ“š General
One-on-one
πŸ—„ All
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
πŸ—„ All
One-on-one
πŸ“š General
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
Cross-functional
Team
🎯 Marketing
πŸ€‘ Sales
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
πŸ‘©β€πŸ’» Customer Support
Cross-functional
🀩 Customer Success
πŸ—„ All

Free Agenda Templates

7 Agile Meeting Templates

Get access to professional meeting templates for your next scrum, retro, standup, or sprint planning meeting. Submitted by leaders running effective meetings right within Hypercontext! All available for free as PDF, Excel, Word docs, or in our free meeting app.

If you’re reading this, there’s a good chance that you’ve been to a meeting that was less than stellar.

Maybe it was the wrong people in the room at the wrong time, or maybe there was so much going on that people weren’t able to focus on what was important. Regardless of the reason, meetings can be incredibly unproductive if they’re not planned properly.

Want to host a meeting that people actually want to attend? Your first step is sending that meeting agenda in advance. If done right, an agenda ensures everyone involved in an upcoming meeting knows exactly what they need to bring and what agenda items will be discussed so everyone can get their work done efficiently and effectively.

This is why we’ve put together these 90+ meeting agenda templates.

We've got a pretty good handle on what meeting agendas are trending this year. If you're looking for a template that's sure to be used by your team, these ones are trending now.

See all 33

One-on-One Meeting Templates

These meeting agenda templates provide a structure and framework for your next one-on-one meeting with your manager or direct report. They’ll ensure your time together is well spent, by providing you with a clear agenda to discuss at the beginning of each meeting. And ultimately make you both more successful in your role. Try them in our free meeting app, download as PDF, Excel, Word docs or import to Google Docs.

See all 51

Team Meeting Templates

A good agenda is a great way to start your next staff meeting. It’ll help you identify the most important topics and goals quickly, so you can keep the meeting focused.

These meeting agenda templates will help your whole team show up to the meeting prepared and engaged in the discussion. Get through everything you need to talk about faster, without missing a thing. Try them in our free meeting app, download as PDF, Excel, Word docs, or import to Google Docs.

See all 9

Performance Meeting Templates

Performance meetings are a tool used to review employee performance and discuss future goals. They’re also called performance reviews, performance check-ins or feedback sessions. These kinds of meetings should be held regularly as they help ensure employees know what they need to do to improve their job skills and meet their goals at work and grow.

The following meeting agenda templates should set you on the right track. Try them in our free meetingΒ  app, download as PDF, Excel, Word docs, or import to Google Docs.

See all 6

One-off Meeting Templates

As you’re planning a one-off meeting, it’s important to take the time to create an agenda. In fact, we recommend using an agenda for every type of meetingβ€”even if you think it will be a quick catch-up with someone over coffee. Being intentional with your time matters.

The good news is that there are plenty of free meeting agenda templates available to make this easier than ever before. Try them in our free meeting app, download as PDF, Excel, Word docs, or import to Google Docs.

See all 6

Planning Meeting Templates

These templates help you plan for making a plan.

The purpose of this type of meeting template is to ensure everyone’s aligned on upcoming projects or goals. Whether it’s a quarterly planning meeting, sprint planning meeting, goal-setting or general brainstorming β€” it’s important to go into the meeting with intention. These are some agenda samples to help. Try them in our free meeting agenda app, download as PDF, Excel, Word docs, or import to Google Docs.

See all 3

Cross-Functional Meeting Templates

Cross-functional collaboration is essential to every smooth running organization.Β  One of the easiest things you can do to make collaboration more seamless it having a meeting agenda for your touch points with other teams.

These meeting agenda templates will help ensure that all attendees understand their role in the meeting and can allocate their time accordingly. Also, putting an agenda in place allows people from different departments or teams, who aren’t as familiar with each other, to communicate effectively when discussing complex topics like product development or marketing strategy. Try in our free meeting agenda app, download as PDF, Excel, Word docs, or import to Google Docs.

See all 5

Retrospective Meeting Templates

Your team should attend every retro with their thoughts already organized, so you’re spending more time looking for solutions than discovering the problems.

The following agenda templates can help you get the most out of this collaborative time. Reflect with your team in our free meeting app, or by downloading as PDF, Excel, Word docs, or importing to Google Docs.

See all 7

Remote Meeting Templates

Remote teams need to be more disciplined with their time together as they get so little of it compared to their office or hybrid team counterparts. Below we’ve compile meeting agenda templates specifically built for remote teams. They’ll keep your meeting professional, simple, yet fun. Try in our free meeting agenda app or download as PDF, Excel, Word docs or import to google docs.

See all 5

Customer Success Meeting Templates

A customer success meeting should be held once a week for the internal team members who are responsible for interacting with your customers.

The purpose of these meeting templates range from discussing trends in customer feedback and resolving any issues that have arisen from previous meetings to planning upcoming interactions with your customers and supporting career growth.

See all 10

Engineering Meeting Templates

The engineering meeting agenda templates in this section are designed for every stage of your project, from scrum, to your retros, to deployment and follow-up.

See all 23

Sales Meeting Templates

These sales meeting agenda templates help you facilitate a flow of important information through your whole organization.

From templates for one-on-ones with front line sales reps and team meetings, to forecasting and coaching β€” and everything in between. Don’t miss a beat with these proven sales meeting templates.

See all 7

Agile Meeting Templates

Get access to professional meeting templates for your next scrum, retro, standup, or sprint planning meeting. Submitted by leaders running effective meetings right within Hypercontext! All available as PDF, Excel, Word docs, or in our free meeting app.

Explore all Templates & Categories

Why you need an agenda for every meeting

A meeting agenda is a critical tool for anyone who has to manage and lead others. It helps keep everyone focused on the tasks at hand, prevents unnecessary distractions and keeps things moving smoothly from start to finish. An agenda also gives you an opportunity to review what was discussed in previous meetings, so that you can make note of topics or issues that require further discussion.

 

What’s needed in a meeting agenda?

A meeting agenda is a document that outlines all the information needed for a group of people, such as coworkers or employees, to attend a meeting. This includes:

  • Who will be in attendance
  • The purpose of the meeting
  • What topics they’ll be discussing
  • Time allotments for each agenda item

By creating this document ahead of time and sending it out before your meeting begins, you allow attendees to come prepared with ideas and any documents they need. Plus, it gives them time to look over anything else relevant so that they don’t waste valuable time during the actual meeting.

 

Sample agenda format example

if you can’t find what you need in the meeting templates above, below is a sample meeting agenda you can copy/paste and use on your own. It’s a blank slate, so you can fill it in with your own ideas and thoughts.

Meeting Event Name:

_____

Meeting Event Start Time/End Time/Location:

Monday ____ 2022, from 1-2pm. Video conference link: _____

Meeting purpose:

The purpose of this meeting is to…

(πŸ’‘Pro tip: Include the criteria for being able to end the meeting early.)

Meeting attendees:

  • Needed: ___,___, ___.
  • Optional: ___,___, ___.

(πŸ’‘ Pro tip: View our post on RACI if you need help figure out who should attend)

Meeting agenda:

[Example Section]

  • [example discussion topic]
    • Summary: [to be filled in during the meeting]
  • [example discussion topic]
    • Summary: [to be filled in during the meeting]

[Example Section]

  • [example discussion topics]
    • Summary: [to be filled in during the meeting]
  • [example discussion topics]
    • Summary: [to be filled in during the meeting]

 

So, what are you waiting for?

No matter what kind of meetings you have, try using one of our agenda templates. In the library above, you can find meeting agenda templates for a wide range of meeting types from one on ones to team meetings. Plus, meeting tailored to your specific team, including sales templates, agile templates, cross-functional agenda examples and more.