Free Agenda Templates

Monthly One-on-one Meeting

A great starting point for monthly 1:1s with your team.

Tricia Karabas

Marketing

45 Minute Team Meeting

This 45-minute meeting agenda suits almost any team.

First One-on-one Meeting with a New Employee

Start on the right foot with a new team member using this agenda to kickoff your first one-on-one.

Sales Team Meeting

This agenda offers a holistic view of your sales team.

Rina Caldwell

Rina's Exit Interview Meeting

Weekly Team Meeting

This agenda aligns teams on blockers and the past week's activity.

Scrum Team Meeting

Use this template for 10-minute scrums with your team.

Leadership meeting compatible with EOS

Use this agenda to solve issues and challenges.

Leadership Team Meeting

This meeting agenda helps leaders make decisions.

First Team Meeting

This meeting agenda template will help break the ice in your first team meeting.

OKR Goal Setting One-on-one Meeting

Use this 1:1 meeting agenda to set OKRs for the upcoming quarter.

Quarterly Planning Meeting

Post goal-setting discussions, use this meeting agenda to plan your activities for the quarter.

Skip Level Meeting

This agenda connects senior managers with employees.

Brennan 👋

Sprint Planning Team Meeting

These three agenda items will fuel your sprint planning.

All-hands Meeting

An effective all-hands meeting needs a powerful agenda.

Станіслав Костенецький

Test

Performance Improvement Plan Meeting

This agenda will help you kick off the PIP process.

Team Offsite Meeting

This agenda will help you keep your offsite on track.

Quarterly Career Growth One-on-one Meeting

Use the 1:1 agenda for recurring career advancement meetings with your direct reports.

Gavin

Weekly 1:1 Work Check

Kim Scott's Radical Candor™ One-on-one

Bring kindness, clarity, specificity and sincerity to your one-on-ones.

Robert's Rules of Order Meeting

A meeting guide used by leaders to add structure and fairness to formal meetings.

Remote Scrum Meeting

A daily scrum meeting to keep the team in sync.

Quarterly Mentor Mentee One-on-one Meeting

Focus on developing your skills and career with this quarterly one-on-one meeting agenda.

Biannual Performance Review

6-month performance review. Check in on progress, strengths, and areas for improvement.

Jen Wildermuth

Invite a user to this one-on-one

Retrospective Meeting

Use this agenda to gather the feedback needed from your team to improve.

Nick Bequary

Nick Bequary's One-on-One

Bi-Weekly Sales One-on-One

A bi-weekly 1:1 stand-up for sales managers to sync with direct reports.

Mary Hanni Devine

Weekly Check-In

Heather Foeh's One-on-one Meeting

Heather Foeh, VP of Customer Experience at PathFactory, uses this 1:1 agenda to sync with her team.

Exit Interview Meeting

Use this meeting agenda to collect honest feedback from employees as they exit the company.

Board meeting

Make the most out of your board's time with this board meeting template from Sequoia Capital.

Brett Fairbourn

Weekly Level 10 Meeting

Sprint Retro Meeting

This agenda will spur the conversation about your past sprint.

Jason Ball's One-on-one Meeting

Jason Ball, Customer Support Manager at Intercom, asks these 5 questions in one-on-one meetings.

Bi-weekly Key Account Check-in Meeting

Cross functional stakeholders use this agenda to identify risk and opportunities in portfolios.

Monthly Health and Wellness Committee Meeting

If health and wellness are part of your core values, check out these great committee talking points!

Brennan 👋

Get to know you Icebreakers / Fun Questions for a 1:1

Start to your meeting with your favorite question from this list of fun icebreakers

VP Sales <> Sales Leader 1:1

Created by Mark Roberge, former CRO of HubSpot, use this agenda for VP Sales <> Sales Leader 1:1s.

Offboarding One-on-one Meeting (manager-employee)

A final one-on-one between managers and a departing direct report.

Engineering Management Sync

Mid-sprint management sync to discuss goals and development updates.

Heather Foeh's Team Meeting

Heather Foeh, Customer Success Leader

Cory Bray

Sales Coaching Session

Yann Torres

Daily Squad Meeting

Company Quarterly Kickoff

A template to align your company on quarterly goals and priorities. Great for founders and execs.

Biweekly Marketing Sprint Planning Meeting

Peek into Hypercontext's biweekly marketing sprint planning meetings.

Phone Screen Interview

Standard phone screen questions for hiring managers, HR, and recruiters.

Brennan 👋

Jira's Sprint Planning Meeting

Sample meeting agenda template for the sprint planning. Jira's agile coaches recommend to follow it.

Biweekly Revenue Leadership Sync

Find ways to maximize revenue with this biweekly leadership sync.

Pastor Brian

Staff Meeting

Jocelyn Brown

Deal Review Meeting

This meeting is to support an Account Executive on a specific deal.

Jocelyn Brown

Entry Interview

Get feedback from employees on why they joined and how to keep them.

International Lighthouse CIC

Draft 1to1

Sales and Support Team Sync

Keep customer-facing teams aligned and customer experiences positive with this monthly sync.

Hypercontext Customer Success Team Meeting

The real team meeting agenda from Hypercontext's customer success team.

The Juice GTM Weekly Check-In

The best way for GTM teams to sync on progress, share feedback, and keep the team aligned.

SaaS Sales Rep One-on-one Meeting

SaaS sales is a fast moving, high pressure role. Monitor pipelines and performance with this agenda.

Kristen Kerr

Sprint Reporting

Reporting on your team's burndown and velocity

Tricia Karabas

OPs Meeting

Jeremy Cai

Growth Standup

Kristan Johnson

Monthly Catch Up - John

Abby

Stand Ups

Jocelyn Brown

BDR Manager/Director Weekly

Weekly one-on-one for a BDR Manager and their leader.

Callen Gilmour

Debrief Meeting

Jeremy Cai

Growth Standup

Jocelyn Brown

Sales manager/director one-on-one

A template for one-on-one discussions between Sales Managers and Directors

Nicole

Hypercontext Demo Day

Each team demos what they've been working on.

Moira van den Akker

ABX Standup

A coordinated effort between AE, SDR and Marketing to keep their accounts moving forward.

Sarah Archer

First one-on-one with an intern

Set the scene for a meaningful 1:1 with your intern at the start of their internship.

Brennan 👋

Weekly Town Hall Meeting

Razvan Maftean

Video Production Team Meeting

Mikaela Brown

Client Strategy Meeting

mckenn

Kev & Kens Catch up

Ebonie Burkhart

Community Engagement Department Meeting

Brennan 👋

Hyper-Alignment Meeting

A smooth running company needs to be hyper-aligned.

Chris Marsh

Department Weekly L10 Template

Abby

CRO Bi-Weekly

Thomas Nagel

Salesmeeting template

Abby

Internal DFC GA4 Meetings

Kristen Kerr

Zenhub's Retrospective

The retro template used by the Zenhub team

Paul Smith

SLT Weekly

Nicole

Hypercontext Growth Stand Up

This template is to help the whole growth team align daily.

Amanda Mazzone

BDR Working Sesh

Laura Mckay

Erik / Laura weekly 1-1 COPY

Eli Hurdman

TK Compressor Sales Team Meeting

Tricia Karabas

AJ & SG

Liza Mazurina

Crowdfunding Agency Call

Ernesto Sayer

Example O3

Scott Davidson

Staff Meetings

Matt Cunliffe

Monday Team Huddle (The Big One)

Thomas Nagel

Salesmeeting agenda template

Abby

CRO Weeklies

Andrew Lentz

Men's Circle Template

Weekly One-on-one Meeting

Use this weekly agenda to have productive 1:1s.

Brainstorming Meeting

Collect brainstorming ideas using this agenda template.

Project Kickoff Meeting

Use this agenda as needed to get new projects started.

Backlog Grooming Meeting

Use this agenda to align on what’s coming down the pipe.

Marketing Team Meeting

This agenda will help you to plan, reflect and discuss.

Project Management Meeting

This agenda will help you take action on any project.

Salary Review Meeting

A great salary review conversation needs a solid agenda.

Remote One-on-one Meeting

Make the most of remote one-on-ones with this agenda.

Peer to Peer One-on-one Meeting

Collaborate with your team members using this peer to peer one-on-one meeting.

Sales Leader <> SDR 1:1

Use this agenda to zero in on one thing each SDR can improve each month.

Health and Wellness Committee Kickoff Meeting

Looking to kick off a health and wellness program? This agenda offers a great place to start!

Quarterly Performance Review Meeting

Identify strengths, weaknesses, opportunities to grow and more with this quarterly review.

Remote Team Meeting

Everything you need to run a smooth remote team meeting.

Remote Sales Team Meeting

A weekly sales meeting template that will help your team hit targets faster.

Sales and Marketing Meeting

Align your sales and marketing teams with this agenda template.

Graham 🧙‍♂️

Hypercontext Employee Onboarding

This is the template Hypercontext uses to onboard new employees.

Customer Success and Customer Support Sync

A bi-weekly sync for CS and Support teams.

360 Degree Feedback

Gather well-rounded feedback to help your employees grow.

Product Team Meeting

This agenda will help propel your product team forward.

Finance Team Meeting

Keep your finance team aligned with this biweekly team meeting template.

Hybrid team meeting

Make sure your hybrid meetings are inclusive of all your team members — whether in-office or remote.

HubSpot's 20-Minute Weekly Sales Team Meeting

Run effective weekly sales team meeting syncs in 20 minutes or less with the agenda template.

Brennan 👋

Sailboat Retrospective Meeting

The sailboat retrospective is a framework & metaphor to reflect and align the end of a sprint

Brennan 👋

The Ultimate One-on-one Meeting

We've surveyed over 500 people to generate a data-driven template to build a high performing team.

Jocelyn Brown

Stay Interview

Get feedback from employees about what they need to stay.

Jocelyn Brown

BDR Weekly 1:1

Weekly meeting between BDR and Manager.

Nathan Sparks

Weekly Fireside Agenda

Keep the bigger picture in your team's line of sight.

Nathan Sparks

Revenue and Marketing Alignment: Pillar Meeting

A weekly alignment meeting between Revenue and Marketing leadership teams.

Naufil Rasheed

One-on-one Sales Forecast Meeting

A time for Sales Managers to meet with their direct reports to review upcoming deals.

Naufil Rasheed

Team Forecast Meeting

A top-level overview of what deals are coming up and where forecasting stands.

Isabelle Chiu

Build Team Retro

A recurring sync between builders (marketing, ops, and product) to keep everyone aligned.

30/60/90 Day Sales Plan

Set up your sales team for success with a 3 month plan

Brennan 👋

Managing Up Meeting

Need to manage up? Use this to communicate effectively, set expectations, and get buy-in.

Chloe Deaton

Operations Weekly Meeting

Max Greenhood

Weekly or Bi-Weekly Check In

Craig Elliott

Agenda

Briana Jackson

Baseline Meeting

Maddie Rupke

Maddie's Monthly One-on-one Meeting

Tamer Alhabbal

OKR Grooming

Bianca

Bianca's Daily Stand-Up

April Dunford

April Dunford's Product Positioning

10-step process for product positioning

Callen Gilmour

Debrief Meeting

Carter Schmitt

NYSERDA Peer Group 6 Meeting: Monthly from 3-4:30 on the fourth Monday

Josh Campbell

Team Meeting Template

Gavin

New Personal Planning

Sarah Bartlett

Menu Changes Discussion

Richard Glass

Recruitment and Retention WIN Meeting

Chris O'

1-1 DSW

Jesus Fernandez

Teams- GB Divine Mgt.

Jesus Fernandez

Teams- GB Divine Mgt.

Jason Harper

OnBase and RPA Sprint Planning

Canal Ruston

Mentoria Premium Bônus Surpresa

Tenzin Tsering (NYTSC)

Staff Weekly Check In

International Lighthouse CIC

DB Monthly One-on-one Meeting

Lindsey Nehls

Performance Review Meeting

A review meeting is an opportunity to understand what supported and impacted performance.

Don Lafaele

First Check-In Meeting

Bartosz Goc

Monthly One-on-one Meeting

Christian Fox

FoH Tactical Meeting

Christian Fox

BoH Tactical Meeting

Sara Almeida

Interviews

Serediuc Oleg

Performance Review

Dilan Dane

1-1 Template

Jenna Smallfield

People Team 1:1s - D&R Pod

Christina Perla

Bi-Weekly Team Sync [INTERNAL]

Susan Kuenzler

ILT Meeting

Susan Kuenzler

TEST ILT Meeting