Meeting agenda template

Structured agendas for standups, retrospectives, planning sessions, incident post-mortems, and 1:1 check-ins. Timeboxes, attendee roles, prep, and follow-up.

Use this template for structured meetings in Team-X.


[Meeting Title]

Date: [Date] Time: [Start Time] - [End Time] ([Duration] minutes) Location: [Conference Room / Video Call] Facilitator: [Name] Note Taker: [Name]


Attendees

Required:

  • [Name], [Role]
  • [Name], [Role]
  • [Name], [Role]

Optional:

  • [Name], [Role]
  • [Name], [Role]

Apologies:

  • [Name], [Reason]

Meeting Objectives

  1. [Primary objective, what will be accomplished]
  2. [Secondary objective]
  3. [Tertiary objective]

Success Criteria:

  • [How we’ll know objectives were met]

Agenda

1. Opening ([Time] minutes)

Facilitator: [Name]

  • Welcome and introductions (if needed)
  • Review agenda and timebox
  • Set meeting norms ([e.g., no laptops, one conversation at a time])
  • Confirm objectives

2. [Agenda Item 1] ([Time] minutes)

Owner: [Name]

Context: [Background information, why this is on the agenda]

Discussion:

  • [Key point 1]
  • [Key point 2]
  • [Key point 3]

Desired Outcome: [What we want from this discussion]

Decision: [To be filled during meeting]

3. [Agenda Item 2] ([Time] minutes)

Owner: [Name]

Context: [Background information, why this is on the agenda]

Discussion:

  • [Key point 1]
  • [Key point 2]
  • [Key point 3]

Desired Outcome: [What we want from this discussion]

Decision: [To be filled during meeting]

4. [Agenda Item 3] ([Time] minutes)

Owner: [Name]

Context: [Background information, why this is on the agenda]

Discussion:

  • [Key point 1]
  • [Key point 2]
  • [Key point 3]

Desired Outcome: [What we want from this discussion]

Decision: [To be filled during meeting]

5. Parking Lot ([Time] minutes)

Facilitator: [Name]

Capture topics raised during meeting that are:

  • Outside scope
  • Require deeper discussion
  • Better handled in a separate forum

Parking Lot Items:

TopicRaised ByOwnerFollow-up
[Topic 1][Name][Name][Action]
[Topic 2][Name][Name][Action]

6. Action Items Review ([Time] minutes)

Facilitator: [Name]

Review all action items from meeting:

ActionOwnerDue DatePriority
[Action 1][Name][Date][High/Med/Low]
[Action 2][Name][Date][High/Med/Low]
[Action 3][Name][Date][High/Med/Low]

7. Closing ([Time] minutes)

Facilitator: [Name]

  • Recap decisions made
  • Confirm action items and owners
  • Schedule follow-up meeting (if needed)
  • Meeting feedback ([+1 / Δ / ? format])

Pre-Meeting Preparation

Pre-read materials: [Attach documents or links]

Pre-meeting actions:

  • [Action 1]
  • [Action 2]
  • [Action 3]

Questions to consider before meeting:

  1. [Question 1]
  2. [Question 2]
  3. [Question 3]

During Meeting

Ground Rules:

  • [Ground rule 1, e.g., One conversation at a time]
  • [Ground rule 2, e.g., Be concise]
  • [Ground rule 3, e.g., No laptops unless needed]

Decision-Making Framework:

  • [How decisions will be made, consensus, majority vote, facilitator decides]

Note-Taking:

  • [Link to shared doc or note-taking approach]

Post-Meeting

Within 24 hours:

  • Distribute meeting notes to attendees
  • Create tickets for action items (if applicable)
  • Update project documentation (if decisions affect plans)
  • Follow up on parking lot items

Within 1 week:

  • Check progress on action items
  • Schedule follow-up meeting (if needed)

Meeting Notes Template

[To be filled during meeting]

Attendees Present

  • [List who actually attended]

Summary

[Brief summary of what was discussed]

Key Decisions

  1. [Decision 1]

    • Context: [Background]
    • Decision: [What was decided]
    • Rationale: [Why]
    • Impact: [Who/what affected]
  2. [Decision 2]

    • Context: [Background]
    • Decision: [What was decided]
    • Rationale: [Why]
    • Impact: [Who/what affected]

Action Items

ActionOwnerDue DateStatus
[Action 1][Name][Date][Open/Done]
[Action 2][Name][Date][Open/Done]
[Action 3][Name][Date][Open/Done]

Parking Lot

TopicRaised ByOwnerFollow-up Status
[Topic 1][Name][Name][Status]
[Topic 2][Name][Name][Status]

Next Meeting

Date: [Date] Time: [Time] Agenda: [Brief preview]


Meeting Types

Select the type that matches your meeting:

Daily Standup (15 minutes)

  • What I did yesterday
  • What I’ll do today
  • Blockers I need help with

Weekly Team Sync (30-60 minutes)

  • Progress on goals
  • Blockers and dependencies
  • Upcoming work
  • Process improvements

Retrospective (60-90 minutes)

  • What went well
  • What didn’t go well
  • Action items for improvement
  • Celebrate wins

Planning Session (60-90 minutes)

  • Review goals and requirements
  • Decompose into tickets
  • Estimate effort
  • Assign ownership

Incident Post-Mortem (60 minutes)

  • Timeline of events
  • Root cause analysis
  • Action items for prevention
  • Lessons learned

1:1 Check-in (30 minutes)

  • How are you doing?
  • Progress and blockers
  • Growth and development
  • Feedback

Need more structure? See scenarios/04-cross-functional-collaboration.md for meeting examples.