Meeting Agenda Template
Free, customisable meeting agenda template for mid-market Australian businesses. Copy, customise, and start using immediately. Built by Harvard-educated automation experts.
Setup Time
5 minutes
Complexity
simple
Tools
Notion, Slack, Zoom
Template
Copy this template and customise it for your business.
# Meeting Agenda Template ## Purpose Distribute 24 hours before every meeting to set expectations, ensure preparation, and respect attendees' time. ## When to Use A structured meeting agenda with time allocations, discussion topics, presenter names, and pre-read materials to keep meetings focused and productive. ## Instructions 1. Review the template below and familiarise yourself with the structure 2. Replace all [bracketed placeholders] with your business details 3. Customise the tone and formatting to match your brand 4. Save in your preferred tool (Notion or Slack) --- # Meeting Agenda **Meeting Title:** [Topic/Purpose of Meeting] **Date:** [Day, Date] **Time:** [Start Time] - [End Time] AEST **Location:** [Room Name / Video Call Link] **Facilitator:** [Name] **Note-Taker:** [Name] --- ## Attendees | Name | Role | Required/Optional | |------|------|-------------------| | [Name] | [Role] | Required | | [Name] | [Role] | Required | | [Name] | [Role] | Optional | --- ## Pre-Read Materials Please review the following before the meeting: - [Document 1 Name] - [Link] - [Document 2 Name] - [Link] --- ## Agenda Items ### 1. Opening and Context (5 minutes) - Welcome and attendance - Quick recap of purpose and desired outcomes for this meeting ### 2. [Discussion Topic 1] (15 minutes) - **Presenter:** [Name] - **Context:** [One to two sentences explaining what needs to be discussed] - **Decision required:** [Yes/No - if yes, specify what decision] ### 3. [Discussion Topic 2] (15 minutes) - **Presenter:** [Name] - **Context:** [One to two sentences] - **Decision required:** [Yes/No] ### 4. [Discussion Topic 3] (10 minutes) - **Presenter:** [Name] - **Context:** [One to two sentences] - **Decision required:** [Yes/No] ### 5. Action Items and Next Steps (5 minutes) - Review actions assigned during the meeting - Confirm owners and deadlines - Set date for follow-up if needed --- ## Action Items (capture during meeting) | Action | Owner | Deadline | |--------|-------|----------| | [Action 1] | [Name] | [Date] | | [Action 2] | [Name] | [Date] | --- ## Notes [Capture key discussion points, decisions made, and any parking lot items here] --- **Complexity:** simple | **Setup time:** 5 minutes | **Tools:** Notion, Slack, Zoom
How to Use This Template
Follow these steps to get the most out of this template.
Train your team on when and how to use this template in their daily workflow
Schedule a quarterly review to update the template based on feedback and changing requirements
Review each section to ensure it matches your brand voice and requirements
Save the customised version as a reusable template in your document management system
Test the meeting agenda template with a small group or internal team before full rollout
Customisation Tips
Make this template your own with these recommendations.
Replace all placeholder text in [brackets] with your actual business information
Add your company logo, colours, and branding elements where indicated
Add industry-specific terminology and compliance language relevant to your sector
Create multiple versions for different customer segments or use cases
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Frequently Asked Questions
Frequently Asked Questions
Yes, this meeting agenda template is designed to be fully customisable. Replace the bracketed placeholder text with your specific details, adjust the tone to match your brand, and remove or add sections as needed. Every element can be modified to suit your exact requirements.
The meeting agenda template is tool-agnostic - paste it into whatever your team already uses. For automation, it connects to 150+ platforms including CRMs, email tools, and project management systems.
This meeting agenda template is free with no strings attached. Copy it, customise it, and use it in your business today. If you need help connecting it to your automation tools or want a custom version built, we offer a free assessment to discuss your needs.
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