7 Best Meeting Agenda Templates

A meeting agenda is a guideline for a successful meeting. 

To illustrate the importance of an agenda, we’ll compare it to a shopping list. 

Imagine going to the grocery store for a bulk buy without a grocery list. There is a huge chance you will forget something and end up arguing with your partner or roommate about who is to blame for that. 

The same applies to meetings, but instead of a partner/roommate, you might end up having a serious conversation with your higher-ups about why you haven’t covered some important points. 

To avoid that, it might be a good idea to use meeting agenda templates. 

Thanks to meeting agendas, you will know what to talk about and what to do next. 

Hence, you eliminate any chance of forgetting something important. 

To help you create a perfect meeting agenda — one that’s in line with your needs — we have created a few free meeting agenda templates you can use. 

Let’s take a look at them! 

Examples of meeting agenda templates

Here are some of the most common and necessary meeting agenda templates. 

#1 General team meeting agenda template

Download the general team meeting agenda template: Google Sheets | Google Docs 

The general team meeting agenda template is designed for the following types of meetings: 

• Daily meetings, 
• Weekly meetings, 
• Monthly meetings, and 
• Yearly meetings. 

Thanks to its design, you can write down the most important observations about the action items from previous meetings and the current topics that are up for discussion. 

There are dedicated spaces where you can note the presenters of each phase and the time each of them takes. Hence, this template can serve as the perfect guideline for any meeting you plan to schedule.

#2 Monthly team meeting agenda template

Download the monthly team meeting agenda template: Google Sheets | Google Docs  

Monthly team meetings are there to evaluate what has been done in the previous month and highlight potential achievements. 

And that is the pattern our agenda template follows — there are dedicated spaces for progress evaluation for the past month as well as notable achievements. 

Furthermore, if you like planning your meetings in advance, you will also appreciate the spaces allocated for next month’s goals and potential questions about them. 

#3 Sales team meeting agenda template

Download the sales team meeting agenda template: Google Sheets | Google Docs 

Sales teams have to be in touch with the recent market trends and discuss any new challenges the team faces. 

Hence, we have allocated spaces for that, as you can see in the picture above, which makes our sales team meeting agenda template all-encompassing. 

It enables you to discuss both past achievements and plan future ventures while taking into account how much time each stage of the meeting takes. 

#4 Marketing team meeting agenda template

Download the marketing team meeting agenda template: Google Sheets | Google Docs   

Marketing speaks the language of numbers — it’s all about how many people have seen the recent advertisement or other content presented on the website/social media. 

Hence, our marketing team meeting agenda template has dedicated spaces for website metrics and the most visited pages.  

The template is also fully customizable, so, after downloading it, you can always change the elements in the tables.

#5 New project kickoff meeting agenda template

Download the new project kickoff meeting agenda template: Google Sheets | Google Docs  

Starting a new project is often riddled with challenges. 

The first one is to introduce all the staff and team members to all the relevant details about the project. 

Bearing that in mind, we have allotted spaces in our template where you can write down the new project background, context, and specifics. 

Furthermore, within the “new project specifics” space you can note what each team will be doing once they start working on the new project. 

This way, you will minimize the chances of forgetting any details that might be vital for a new project launch. 

After you have introduced the staff to the new project, you can show them the timeline — expected dates for completion of the new project-related tasks. 

#6 Employee performance evaluation meeting agenda template

Download the employee performance evaluation meeting agenda template: Google Docs 

Conducting an employee performance review can be a challenging task, so it is important to come prepared for the meeting. 

Our template contains the allocated spaces for the 3 most important aspects of every performance evaluation:

• Employee’s performance review, 
• Employee’s notable achievements, and 
• Things to improve. 

Also, since we at Pumble value teamwork and constructive feedback, we’ve left room for questions and comments the employee might have. 

Overall, this type of meeting agenda outline will help you run the evaluation meeting smoothly. 

#7 Meeting minutes template

Download the Meeting minutes template: Google Docs  

To properly summarize a meeting you attended, you need to write down meeting minutes. 

Meeting minutes can be beneficial in various ways because they serve as: 

• A record of the meeting for those who can’t attend, 
• A record for future evaluation, and  
• A reminder of the tasks and deadlines discussed. 

In our meeting minutes template, you’ll have enough space to write down each topic discussed during the meetings as well as any observations you had that might come in handy for future meetings. 

What to include in a meeting agenda?

As you have seen above, every meeting agenda should have the following: 

• Meeting’s title, 
• Location and date, 
• Start and end time, 
• Name of the meeting facilitator, and 
• Names of the attendees. 

It’s important to have a meeting agenda set in accordance with the main goals of the meeting. 

For example, for a monthly meeting, your meeting agenda should include a review of the performance over the past month. 

On the other hand, if you’re facilitating a meeting for the sales team, you might want to allot some time to discuss new challenges the team may be facing. 

Whatever your main goals may be, feel free to include them in your agenda — or simply download ours and customize it to your needs. 

Pumble helps you organize meetings efficiently 

Now that you have access to various team meeting templates, it would be a pity not to organize one, wouldn’t it? 

If you are looking for the perfect way to gather all your team members in one place, a communication app like Pumble, might be the perfect solution. 

Pumble allows you to create specialized channels that will help you streamline your communication and organize potential meetings without difficulties. 

For example, you can create a group with the team members you want to include in the meeting and discuss scheduling availability with them. 

And, if you want to go into details about the future meeting — like discussing the agenda — features such as threads will keep your conversation more structured. 

You can also provide some further explanation via Pumble voice calls and direct messages. 

Finally, if you cannot schedule an in-person meeting, you can hold it online without any difficulties, thanks to the video conferencing option. 

If this sounds nice, you should try using Pumble for your next meeting — create a free Pumble account today!