How to Create a Perfect Meeting Agenda in 8 Easy Steps

Think about all the meetings you attend in the span of one week: Project kick-offs, metrics reviews, team meetings, daily standups, one-on-one meetings… the list goes on and on.

The thing is, even though meetings get a bad reputation, they are how we get our work done: 

If meetings are such an important part of our work lives, why aren’t we spending more time thinking about how to improve them? Why aren’t we designing them and constantly iterating on different meeting formats and styles? In Hoffman’s words:

01-Customize an existing template

There’s no need to reinvent the wheel when you can try out the practices and tactics that are already working for other leaders and managers. 

One of these tactics is to create a meeting agenda template for your recurring meetings. 

For instance, if you run a weekly team meeting, it would make sense to reuse the same meeting agenda format every week. Or if you run bi-weekly one-on-one meetings, you could have a template that covers priorities, feedback, and career growth – so you wouldn’t have to go back and remember the things you’re supposed to talk about.

The good news? You don’t need to spend a lot of time thinking about what to write on your meeting agenda. There are a lot of existing meeting agenda templates out there that you can customize and reuse depending on your team’s needs. 

In Huddles, you can find all these types meeting agenda templates for you meeting!

02-Prepare your agenda in advance

If your meeting is taking place on Tuesday afternoon, you shouldn’t wait for Tuesday morning to start updating your metrics and adding talking points under each heading in your template.

The second step to design the perfect meeting agenda is to start thinking about the topics you want to address at least 24 hours before the meeting begins:

Basically, if your team meeting is taking place on Tuesday at 3 pm, you should start writing the main talking points on Monday morning. 

Why? Because you’ll want to share that meeting agenda with those attending, at least 24 hours in advance (on Monday at 3 pm), so they can read any background materials and come prepared with thoughts and questions for the meeting.

And that leads us to step #3.

03-Think critically about who you’re inviting  

In the book The Art of Gathering, Priya Parker argues that the desire to “keep doors open” is a threat to gathering with a purpose.

Creating an agenda in advance forces you to think critically about who you’re inviting to the meeting. More often than not, meeting organizers show up to meetings only realize that they’ve invited too many people, and most of them are not even contributing to the discussion. 

So, next time you’re planning a meeting, make sure to think twice about who you’re inviting and let your meeting agenda guide that decision.

04-Make it collaborative 

If you want to build a meeting agenda that is tailored to the needs of the team and will increase accountability, you should reach out to attendees for agenda items.

In order to bring all voices into the conversation and create a more inclusive environment, you can create a shared meeting agenda that is visible and editable by everyone on the team. This will give all attendees an equal chance to prepare and contribute with questions, comments, and concerns. 

In Huddles, you can send and download all the meeting minutes to your group member within one click.

05-Phrase your agenda items as questions

Another great habit you should acquire is writing down talking points that provide context and give people a chance to think about their answers.

For instance, writing “What resources do we need to develop a new case study?” is better than writing “Case study” as one of your talking points.

Putting just a few words on the agenda can cause some confusion amongst your colleagues. A question will help provide context and spark new ideas – even before the meeting starts. 

Once everyone’s done adding their talking points and you have a meeting agenda outline, it’s your role as a meeting organizer to estimate how much time will be spent on each topic.

Keep in mind how long the meeting is and how many topics you have to cover, and try to allocate more time to the most important (or controversial) topics in the agenda. For each topic it has a timer to control the time in huddles.

07-Use feedback to improve the meeting agenda 

Just like UX designers get feedback on their products and iterate on their designs, managers and leaders must ask for feedback to make their meetings more effective.If you lead or manage a team, one thing you can do to continually improve your team’s workflows is to incorporate opportunities for feedback into your team’s day-to-day experience. For instance, by asking your team for feedback about your meetings.  The results might surprise you. 

When interviewing a team lead at Shopify, we found that his weekly standup meeting agenda evolved from being a “non-stop list of project updates” into an agenda that included a 5-minute chat about people’s weekend, and a 5-minute “open-mic” section to ask any random questions at the end of the meeting. 

This evolution took place after the meeting organizer asked the attendees for feedback on how to make the meeting better for everyone – and is a great example of something you can do as well!

08-Identify the next steps

Last but not least, don’t forget to include a section for action items at the bottom of your meeting agenda:

Crafting an amazing agenda won’t be very effective if nothing comes out of your meeting. That’s why every meeting should end with a discussion of your next steps, deadlines, and the people responsible for those actions. Only then will you have designed the perfect meeting agenda. 

Conclusion

Create meeting agendas that drive your meetings (and your team culture) forward with these eight steps:

  1. Customize an existing template
  2. Prepare your agenda in advance
  3. Think critically about who you’re inviting
  4. Make it collaborative
  5. Phrase your agenda items as questions
  6. Map out how much time each item will take
  7. Use feedback to improve the meeting agenda
  8. Identify the next steps

If you need a tool to help you organize your meeting, the best choice is Huddles.app. It contains all these functions in one software.

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