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Notejoy is a more effective way to manage your meetings This is appropriate when people need to pre-plan their content, and for longer meetings.
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In this example, this club meeting agenda is established as a way to set expectations for how long each discussion area will take and who is responsible for what. Tomasz to run security review and gather requirements.
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David to forward marketing materials and content that we’d like to publish on the site.Michelle to request final approval of navigation structure from Jim.Are there any other case study galleries that people like and think we should model off of?.Review website feedback from internal stakeholders - refer to email.Discuss whether to proceed with in-house photo shoot or purchase a stock photo: in-house photo shoot is more cost-effective and customized but 2-4 week lead time, ~$500 to get existing photos from external vendors.Review heat map and usability test - identify next steps on potential improvements.Meeting Objective: Status updates and team tasks for the website project Project Name: Website Revamp Team MeetingĪttendees: Michelle, David, Heather, Tomasz This example covers a more formal situation for a board meeting which includes recording and review of formal meeting minutes. What follows are five examples of agendas to suit different purposes. 5 Meeting Agenda TemplatesĬreating an effective meeting agenda depends on the situation: Who is meeting? What needs to get done? Is this a large, formal event or a smaller team check-in? Based on the need, agendas can take on very different forms. What follows are five different examples, formal to informal, of agendas that enable teams to move fast and execute effectively. It helps everyone get on the same page on what needs to be done, and done right enables teams to quickly address key issues.ĭepending on the meeting’s purpose and the needs of your business, agendas can be simple or complex, tightly scripted or casual. Q&A session 3:30–4:00 p.m.Effective agendas increase the productivity of meetings because they establish what needs to occur before, during, and after a meeting. After lunch, remind attendees to write down any additional thoughts on the sticky notes provided and stick them on the “parking lot for afterthoughts.”.The facilitator or another designated person should share a presentation that provides an overview of networks, a summary of CFPB research on networks, a description of promising practices related to combating elder financial exploitation, and a list of local or regional success stories.ġ0:15–10:45 a.m.Each stakeholder should briefly share their name, position, organization, and interest in being part of the network.Introduce a guest speaker to provide opening remarks.Thank everyone for attending, go over logistics (such as bathroom location), explain the purpose of the retreat, and acknowledge any planning partners.Make an announcement five minutes before the meeting starts.Provide table tents or name tags for attendees to write their name and organization.Confirm who will take the following roles: notetaker, exercise facilitator, person to progress presentation slides, time-keeper.Confirm any last-minute updates to agenda.Check A/V equipment and test any presentations (Powerpoints, etc.).Find a location to put stakeholder agency information and other helpful resources.Display sign-in sheet (or pass it around during welcome remarks).Arrange any handout materials and printed agendas.
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