For Collaborative Team Meetings, Use This Agenda Template

Regular team meetings reinforce trust, build stronger relationships, and foster consistent communication.  Whether you gather weekly, monthly, or quarterly, a standing agenda provides direct reports with a flow and familiarity for each session. Use the template below to encourage everyone on the team to participate in your meetings. 

Team Meeting Agenda Template

• Share Some Good News

  • Open the meeting by asking the group to share positive things going on in their lives.

• Team Updates

  • Ask the team for the status on specific internal and external projects.

• Client Visitor

  • Occasionally, invite a client to join your meeting virtually or in person.  This is a fantastic way to strengthen client relationships.  Allow the client to give a 3 to 5 minute update on the happenings in their business, and offer a brief Q&A afterward.

• Upcoming Events

  • What key dates does the team need to be aware of in the short- and long-term?

• Who Needs Help?

  • Make the ability to ask for support a regular occurrence on your team.  Recognize when requests become high or frequent to address burnout.

• Open Discussion

  • Leave time at the end for a catch-all in the event important items or thoughts arise during the meeting.

For each agenda item:

• Note the discussion lead.

• Note any action items discussed during the meeting, including owner and due date.

• Estimate time needed to cover the item. 

Other best practices:

• Empower your team. Rotate the meeting host/meeting note taker for each meeting.

• Finalize and share the agenda at least one day before the meeting.

• Play music before the start of each meeting.

If you're looking for a great 1:1 meeting agenda, or a meeting with no agenda, check out my blog posts here and here. Regular meetings are opportunities for leaders to connect, to support, and to learn about their teams. You create a space where productive conversations emerge.

Dr. Katie Stone is the founder of Together Evolving.  Email Katie at katie.stone@togetherevolving.com to learn more about the transformational impact coaching has on you and your leadership.