Templates
Meeting templates that fill themselves in
Pick one, press Start, send the link. The agenda is already in the room, and each item fills in with what was said as you cover it.
One to one
1:1 meetingA weekly hour between a manager and one person — theirs first, yours second.30 min · 5 itemsSkip-level meetingA conversation between a manager and somebody two levels down, to hear what does not travel up on its own.30 min · 5 itemsFirst 1:1 with a new team memberBefore any work is discussed: how they like to work, what they want from you, and what a good first month looks like.30 min · 5 itemsPerformance reviewA look back at the year and a plan for the next one, with no surprises in it.60 min · 5 itemsMentoring sessionA mentor and the person they mentor: one real question, worked through, and something to try before next time.45 min · 5 itemsCareer conversationNot this week's work: where the person wants to be in a few years, what is in the way, and one step to take next.45 min · 5 items
Team
Daily standupFifteen minutes, three questions, everybody once.15 min · 3 itemsWeekly team meetingThe numbers, everybody's one priority, and the decisions that cannot wait.45 min · 5 itemsAll-hands meetingThe whole company in one call: where things stand, what is next, and any question people want to ask.45 min · 5 itemsLeadership team meetingThe people who run the company, once a week: the numbers, what is stuck, and the decisions only this group can make.60 min · 5 itemsOKR planningThree goals for the quarter, how each one will be measured, and what stops to make room.90 min · 6 itemsProject status meetingWhere the project is against the plan, what changed, and the decisions needed to keep it moving.30 min · 5 itemsStaff meetingEverybody who works here, once a week or once a month: news, numbers, problems and who is doing what.45 min · 6 itemsSafety meeting (toolbox talk)Ten or fifteen minutes before work starts: one hazard, what happened lately, and what everybody does differently today.15 min · 5 itemsHandover meetingWhen work changes hands: what is in progress, what is promised to whom, and what only the person leaving knows.45 min · 6 itemsStrategy offsite (half day)Half a day away from the daily work: where the company is, the few choices that matter, and three priorities for the year.180 min · 6 itemsBudget review meetingSpending against the plan, line by line where it matters, and the decisions that follow.60 min · 6 itemsDecision meetingOne decision, the choices on the table, and a written record of what was chosen and why.30 min · 6 itemsQuarterly planning meetingOnce a quarter: look honestly at the last three months, choose a few things for the next three, and check there are enough people to do them.120 min · 7 items
Sales and clients
Sales discovery callLearn how they work today, what they have tried, and what a good outcome is — before pitching anything.30 min · 6 itemsClient check-inWhat changed, how it is going against the goals you agreed, and what is next.30 min · 5 itemsQuarterly business review (QBR)Once a quarter with a customer: what they got for their money, what did not work, and what the next quarter is for.60 min · 6 itemsCustomer onboarding callThe first call after somebody buys: what they want to get done, who needs setting up, and the first result to aim for.45 min · 5 itemsSales demo callShow the three things they said they care about, on their own example, and agree what happens next.45 min · 6 itemsVendor evaluation callYou are the buyer: the same questions for every supplier, so the answers can be compared afterwards.45 min · 6 itemsSales pipeline reviewDeal by deal: what changed this week, what is stuck, and what the next step is.45 min · 6 itemsWeekly sales meetingThe whole sales team, once a week: the number, what was won and lost, and one thing everybody gets better at.45 min · 6 itemsClient kickoff meetingThe first meeting with a new client after they sign: what success looks like to them, who does what, and how you will keep in touch.60 min · 7 itemsRenewal callA few weeks before a contract ends: what the customer got from it, what they want next, and whether they stay.30 min · 6 items
Hiring and people
Job interviewA structured hour: their story, the job's hardest problem, and their questions.60 min · 6 itemsNew hire 30-day check-inA month in: what makes sense, what does not, and what they need to do the job properly.30 min · 5 itemsExit interviewWith somebody who is leaving: why, what would have changed their mind, and what the company should fix.30 min · 5 itemsInterview debriefAfter the interviews: each interviewer's view, written before the meeting, and a clear yes or no at the end.30 min · 6 items
Product and engineering
Project kickoffWhy the project exists, what done means, and who owns what — agreed on day one.60 min · 6 itemsSprint retrospectiveWhat went well, what did not, and the one or two changes you will actually make.45 min · 5 itemsSprint planningOne goal for the sprint, the work that serves it, and who takes what.60 min · 5 itemsIncident postmortemWhat happened, why, and what changes so it does not happen again — without blaming anybody.60 min · 6 itemsProduct roadmap reviewWhat is being built next and why, what moved since last time, and what was cut to make room.60 min · 6 itemsDesign reviewOne design, shown early, with the questions the designer actually wants answered.45 min · 5 itemsBacklog refinementGo through what is coming next, make each item small and clear enough to start, and throw out what will never be done.45 min · 5 itemsUser research interviewOne customer, in their own words: what they were trying to do, what they did, and where it went wrong.45 min · 6 itemsLessons learned meetingAt the end of a project: what to do again, what never to do again, and where those lessons will be kept so the next project finds them.60 min · 6 itemsGo/no-go meetingBefore a launch: each owner says ready or not ready, and one person makes the call.30 min · 5 itemsSprint reviewAt the end of a sprint: show what was finished, hear what the people it is for think, and change what comes next.60 min · 6 items
Boards and investors
Board meetingHighlights, the numbers, the asks, and the votes — in that order.90 min · 5 itemsInvestor update callFor the people who put money in: the numbers, what went wrong, and what you need from them.30 min · 5 itemsNonprofit board meetingFor a charity or association board: approve the minutes, the money, the reports and the votes — in order, and on the record.90 min · 7 itemsAnnual general meeting (AGM)The yearly meeting of members: the year's report, the accounts, the elections and the votes the rules require.90 min · 8 itemsInvestor pitch meetingA first meeting with an investor: ten minutes of pitch, plenty of time for their questions, and a clear ask at the end.30 min · 7 items
Workshops
BrainstormLots of ideas first, judging second — and pictures drawn from what people say.45 min · 4 itemsTraining sessionTeach one thing so that people can do it by the end — shown, tried, and checked.60 min · 6 itemsSWOT analysis workshopStrengths, weaknesses, opportunities and threats — written by everybody, sorted together, and turned into three things to do.60 min · 7 items
School and community
Office hoursPeople bring questions; you answer them live, and the answers are written down for next time.30 min · 3 itemsHOA board meetingFor a homeowners' association: the money, the repairs, residents' questions and the votes.60 min · 7 itemsPTA meetingParents and teachers, once a month: what the school needs, what is coming up, and who is helping.60 min · 6 itemsParent-teacher conferenceTwenty minutes about one child: what is going well, what is hard, and what home and school will each do.20 min · 5 itemsCommittee meetingFor any committee that has to decide things properly: minutes, reports, motions and votes, with a record at the end.60 min · 7 itemsTown hall meetingA public meeting where people who are affected ask the people who decide — with a fair turn for everybody.60 min · 5 itemsBook club meetingA book club evening that gets past “did you like it?” — with a turn for everybody and the next book chosen before people leave.60 min · 6 itemsVolunteer team meetingFor a team of volunteers: thanks first, then what is coming up, who can do what, and nothing that could have been a message.45 min · 6 items
How a template works
Press Start this meeting and a room opens with the agenda already in it. Send the link — nobody needs an account. As you talk, each agenda item fills in with what was said and what is still open, and the room tells you when you have drifted.
Want your own? Write it on the agenda builder and open a room with it.
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