Meeting Agenda Template - Sample
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1
2MEETING AGENDA SAMPLE
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
Person keeping time
Could be same as timekeeper
Timekeeper:
Minutes/Notes taker:
All in attendance
Attendees:
AGENDA ITEMS:
•
Review last week minutes
•
(Must be submitted by Friday at noon to be on agenda)
Outstanding items:
Segmentation project
o
•
New items:
(Must be submitted by Friday at noon to be on agenda)
Implementation training after tax season
o
•
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
•
800.917.8020
•
1
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