Templates
Meeting templates
Run a meeting from agenda to decision: notes everyone adds to at once, a parking lot for side topics, voting and consent rounds, and a log of what was decided and who owns it.
109 free templates · Editable · Works with Claude and ChatGPT · Page 1 of 2
Meeting templates 1–60 of 109
Workshop agenda
A timed agenda with methods and owners, the goals, a parking lot and a check-out.
Lean coffee
An agenda-less meeting: propose topics, vote, and talk through them in timeboxes.
Decision matrix
Compare options on weighted criteria: score each 1–5, multiply by the weight, add it up.
Weather check-in
A light warm-up: everyone places a sticky under the weather that matches their week.
Meeting notes
Agenda, running notes, decisions and action items with owners in one place.
1:1 meeting
A shared space for a recurring 1:1: check-in, both people’s topics, feedback, growth, actions.
Project kickoff
Why, goals, how you’ll measure success, scope, roles and milestones on one board.
Decision log
A running table of decisions: what, why, who decided and when to revisit it.
RACI matrix
Who is Responsible, Accountable, Consulted and Informed for each task, in one table.
Weekly metrics review
Run a short weekly look at the numbers that matter: what moved, why you think it moved and whether anyone needs to act.
Workshop design canvas
Design a workshop before you book the room: purpose, people, outcomes, activities, materials and what could go wrong.
Parking lot
Catch the topics that come up but don’t belong in this meeting, and make sure each one ends with an answer or an owner.
Fist-to-five vote
Check real support for a set of proposals with a show of fingers, and hear from the fists and twos before deciding.
Consent decision round
Make a decision people can live with in one meeting: a proposal, questions, reactions, objections and a better version.
Meeting agreements
Agree how this group runs its meetings: preparation, talking, decisions, devices and how to end on time.
Table rotation conversations
Large-group conversations in rounds: small tables discuss one question each, people move between rounds, and a host carries the thread.
Self-organised agenda
Let participants set the agenda on the day: anyone can host a session, and people go where they learn or contribute most.
Facilitator run sheet
The minute-by-minute plan a facilitator runs from: time, activity, purpose, who leads and what needs to be ready.
Should this be a meeting?
A quick test before booking a meeting: what you need, from whom, and whether a message or document would get it faster.
Pros, cons and fixes
Weigh one option properly: list its pros and cons, then look for fixes that keep the pros while removing the cons.
Board pack outline
Plan the papers for a board meeting: the headline, the numbers, the risks and the decisions you need the board to make.
Quarterly business review
Review a quarter with a customer or leadership: results against goals, what moved them, risks and the bets for next quarter.
All-hands agenda
A company or department meeting in timed blocks, from wins and numbers to the big topic and open questions.
Pre-mortem
Imagine the project has already failed, list every reason why, then decide what to do now so it doesn’t.
Team offsite planner
Plan an offsite people are glad they went to: purpose, outcomes, sessions, logistics and what happens after.
Trustee board meeting
Run a nonprofit board meeting that decides things: declarations, the director’s report, finances, risks and the decisions needed today.
Eight sketches
Fold one problem into eight fast sketches, one minute each, then pick the strongest.
Dot voting
Collect ideas, vote with a fixed number of dots each, and move the winners to a shortlist.
Reverse brainstorm
List ways to make a problem worse, then flip each one into an idea worth trying.
Retrospective
Went well, to improve and action items: a calm, classic sprint retro.
Daily standup
One row per teammate for what moved, what’s next and blockers, plus a parking lot.
Sprint review
What the sprint delivered against its goal, the demo order, numbers and stakeholder feedback.
Start, stop, continue
A quick retro: what to begin, what to drop, what to keep, and one experiment.
Liked, learned, lacked, longed for
A reflective retro in four quadrants that looks at learning, not only problems.
User interview notes
Interview guide, color-coded notes and the key takeaways from one conversation.
Onboarding plan
A new hire’s first month as a kanban checklist, with the people to know and questions to ask.
Incident timeline
What happened when during an outage, from first alert to follow-up, with impact and lessons.
Incident postmortem
A blameless review: summary, what happened, five whys to the root cause and owned actions.
Architecture decision record
Context, options with pros and cons, the decision and its consequences, on one board.
Exit ticket (3-2-1)
End-of-lesson check: three things learned, two found interesting, one question, and a confidence stamp.
Hot air balloon retro
A picture-led retro: what lifts the team, what weighs it down, the weather ahead and where the balloon should go next.
Human + agent workshop
Sort a team’s tasks by how much judgement and how much repetition they involve, to decide what agents do and what people keep.
Bug bash plan
Organise an hour where everyone tries to break a feature before launch: scope, roles, test ideas, how to report and prizes.
Multi-team sync
A short sync between several teams: what each finished, what’s next, what blocks them and what they need from another team.
Gallery walk
Groups post their work around the room, then walk from piece to piece leaving notices, questions and suggestions on each.
Writing conference
A short one-to-one between teacher and student about a piece of writing in progress, ending with one clear next step.
Customer advisory board
Plan a session with a small group of key customers: who to invite, what to ask them, what to share and how you will follow up.
Onboarding kickoff call
Run the first call with a new customer: confirm why they bought, who is involved, what launch looks like and the next two weeks.
Sales to success handoff
Pass a newly signed customer from sales to the success team with everything promised, every contact and every known risk.
At-risk account recovery
Run a recovery when an important customer is upset: what went wrong, how you will put it right and how you will rebuild trust.
Design critique
Give feedback on a design against its goal: what works, open questions, concrete suggestions and what the designer decides.
Five-day design sprint
Go from a big question to a tested prototype in one week: understand, explore, choose, build and learn from real people.
Mission and vision workshop
Draft a mission and vision with a team: who we serve, what we do for them, the future we’re building and the words to keep or ban.
Release readiness check
A go/no-go review before a release: what is ready, what is still open and what must be true before you ship.
Check-out round
Close a meeting or workshop so nothing is left unsaid: one takeaway, one open question and how people are leaving.
Gratitude round
A short round where people thank someone for something specific they did, read aloud to them.
Design principles workshop
Find a team’s design principles from real examples: work you’re proud of, work you regret, and the patterns behind both.
Project status report
A one-page status update: overall health, progress since last time, what’s next, risks and decisions needed from readers.
Check-in round
Open a meeting so everyone has spoken once in the first five minutes: a choice of short check-in questions with example answers.
Brainwriting rounds
Generate ideas in writing instead of out loud: each person writes ideas, then builds on their neighbour’s, round after round.
Bring your team and your agents to one board
Free to use, open source, and yours to host. No credit card, no seat count.