Free project template

Meeting agenda template with every task dated from the day you start

Set the goal and agenda, run the meeting to time, then send decisions and actions the same day.

  • 3 sections
  • 15 tasks
  • Opens as a list
  • Dated from day 1

Meeting: [topic]

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

Before

  • Write the goal of the meeting in one sentenceDay 1High
  • Decide who needs to be there, and who does notDay 1
  • Send the invite with the goal and agendaDay 2
  • Share any pre-reading two days aheadDay 3
  • Book the room or video link and test itDay 3

Agenda

  • Open: goal and what we need to decide
  • Update on last meeting's actions
  • Main item: [topic]
    • Options on the table
    • Decision and who owns it
  • Second item: [topic]
  • Close: read back decisions and actions

After

  • Send notes with decisions, actions, owners and datesDay 4High
  • Add each action to the owner's task listDay 4
  • Check actions are moving before the next meetingDay 11

About this template

Most bad meetings fail before they start: no stated goal, no agenda, the wrong people. The rest fail after, when nobody writes down who agreed to do what.

The project covers one meeting from invite to follow-up. The agenda items live as tasks so you can reorder them and tick them off in the room, and the follow-up section makes sure actions have an owner and a date.

Tips from the template

  • Name the project after the meeting and apply it a few days before.
  • Replace the agenda items with your own and give each a time in minutes.
  • Send the notes the same day while people still remember.

How to use it in ActivityTracker

  1. 1Open Tasks and choose Templates.
  2. 2Find Meeting agenda and open it. You see every section and task before anything is added.
  3. 3Pick the day you start, or the day it has to be done by. Every date moves with it.
  4. 4Press Use template. Rename the project, then work down the list.

Already use ActivityTracker? Open this template in the app

Questions

Run it with the dates filled in.

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