5.1
MEETING AGENDA EXAMPLE
Meetings ensure a constant flow and monitoring of effective communication. Use a template like the one below to keep everyone
on the same page and to clarify the objectives. The fields in red are for you to modify.
MEETING AGENDA
Date: 01/24/00
Time: 9:00 – 10: 30 am
Recurring: Every Monday
Type of meeting:
Weekly team meeting
Facilitator:
Person running meeting
Timekeeper:
Person keeping time
Minutes/Notes taker:
Could be same as timekeeper
Attendees:
All in attendance
AGENDA ITEMS:
Review last week minutes
Outstanding items: (Must be submitted by Friday at noon to be on agenda)
o Segmentation project
New items: (Must be submitted by Friday at noon to be on agenda)
o Implementation training after tax season
Individual updates
Review current week’s calendar
Review next week’s calendar
INDIVIDUAL UPDATES:
Attendee 1 – capture crucial information in this space such as client updates, vacation schedule, conference attendance
IMPLEMENTATION
Action Item
Person responsible
Deadline
Junxure project
John
01/31/00