example agenda for problem solving meeting

How to Crack the Code of Your Problems with a Problem-Solving Meeting?

Maisha Abedin

Hey, it’s Maisha! I enjoy crafting stories and producing content that adds value to readers. Outside of work, you will either find me capturing the beauty in the mundane or daydreaming about the perfect lasagna!

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Imagine a scenario where your car broke down unexpectedly. Stranded and frustrated, you call a few friends. Together, you identify the problem, come up with a solution, and get back on the road. This is the essence of a problem-solving meeting at work.

When an issue arises, whether it’s a tight deadline, a project bottleneck, or a team conflict, it’s like that car breaking down. The situation is unsettling and stressful. But instead of facing it alone, you can bring your team together to tackle the problem head-on with a problem-solving meeting .

In this article, we’ll show you how you can utilize problem-solving sessions to engage your team, streamline discussions, and achieve real solutions.

Stay with us—you’ll find this incredibly useful!

What is a Problem-Solving Meeting?

A problem-solving meeting is like a team huddle where everyone comes together to tackle a tough puzzle. Whether it’s a big problem affecting the whole company or a smaller hiccup in a project, these types of meetings are all about finding answers.

Consider it a brainstorming session mixed with a strategy game plan. The goal? To figure out what’s going wrong, toss around ideas, and decide on the best way forward.

What is an Example of a Problem-Solving Meeting in the Workplace?

A perfect example of a problem-solving session would be a scenario where a company’s marketing team notices a sudden drop in website traffic, resulting in a decline in sales. To tackle this, they decided to have a problem-solving meeting.

The team members gather to identify the root of the problem. They look at recent website changes, marketing strategies, and competitor activities. In order to resolve the issue, they brainstorm ideas such as better website optimization and targeted ads.

They pick a plan, assign tasks, set deadlines, and plan how to measure progress. Feeling positive, they leave the meeting with a clear plan and are ready to act. This is how a problem-solving meeting unfolds!

Who Would Benefit from a Problem-Solving Meeting?

The purpose of problem-solving meetings is to fix problems preventing the team from accomplishing its goals. Meetings in this format are led by a leader/project manager . This person usually knows a lot about the issue or is responsible for fixing it.

The team includes members who know how the problem started and those who will be affected by the solution. When everyone has heard each other’s ideas, they can collectively come up with the best solution.

A Fail-Proof Problem-Solving Meeting Agenda

Here’s a ready-to-use agenda for your next problem-solving meeting. Customize it as needed to match the unique requirements of your company and the specific challenge you’re facing.

Best Practices to Hold a Successful Problem-Solving Meeting

Now that you have a perfect problem-solving meeting agenda ready, integrate it with the best practices for the most effective approach to any challenge.

Keep it Small and Focused

Only invite the key people directly involved or affected by the problem. Getting the right people in the room makes it easier for everyone to speak up and stay on track, avoiding unnecessary distractions.

FluentBooking can help you to keep the meeting focused by inviting only those directly involved or impacted by the issue.

Make Sure Everyone Participates

Set some ground rules at the start so everyone feels comfortable sharing their thoughts. Assign someone to jot down notes so you don’t repeat yourselves and can keep track of everyone’s input. If possible, bring in a facilitator to guide your problem-solving meeting, ensuring practical and impactful solutions are developed.

Decide on the Best Solution Collaboratively

Have a problem-solving meeting where every team member is looking forward to throwing out ideas. Then, compare them to see which ones make the most sense and are feasible. Talk it out until you all agree on the best way forward. Take into account the pros and cons of each option and make sure everyone’s voice is heard.

Keep Your Focus Outward

Remember, you’re here to solve a problem, not create new ones among yourselves. Stay focused on helping someone outside the meeting, whether it’s a customer, a colleague, or the company as a whole. Groups focusing on solving an outside problem stay united and productive. They see ideas as helpful, not personal attacks. This reduces defensiveness, making it easier to work together and improve ideas.

Be Clear about Tasks

Make sure everyone knows what they need to do after the meeting. Keep it simple and practical, with clear deadlines and responsibilities. Know what’s expected of you, what you expect from your team, and how the meeting will go down. This helps everyone work together smoothly and reduces confusion.

Follow Up and Keep Track

After the meeting, make sure everyone knows what they need to do next. Keep track of what was decided and check in later to see how things are going. Verify that progress is made towards solving the problem.

Transform Your Troubles into Triumphs!

Ever heard the saying, “a well-oiled machine”? Well, think of your problem-solving meeting as just that! It’s like the well-oiled engine that drives your team toward solutions.

A problem-solving meeting with a well-organized agenda will keep everyone on track and ensure your meetings lead to real solutions. By sticking to a clear plan and using the smart practices discussed above, your team can tackle challenges effectively and keep improving.

So, get ready with a solid agenda and turn your problem-solving sessions into engines of progress!

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9 Efficient Meeting Agenda Examples and Free Templates

By Status.net Editorial Team on December 25, 2023 — 23 minutes to read

Kick-Off Meeting Agenda Elements Part 1
Kick-Off Meeting Agenda Example Part 2
Weekly Team Meeting Agenda Elements Part 3
Weekly Team Meeting Agenda Example Part 4
Sales Strategy Meeting Agenda Elements Part 5
Sales Strategy Meeting Agenda Example Part 6
Board Meeting Agenda Elements Part 7
Board Meeting Agenda Example Part 8
Client Onboarding Meeting Agenda Elements Part 9
Client Onboarding Meeting Agenda Example Part 10
Annual General Meeting Agenda Elements Part 11
Annual General Meeting Agenda Example Part 12
Training Session Meeting Agenda Components Part 13
Training Session Meeting Agenda Example Part 14
Effective Staff Meeting Agenda Examples Part 15

Meetings are an essential component of corporate collaboration, but all too often, they can turn into lengthy sessions that lack direction and fail to produce results. The key to effective meetings lies in a well-crafted agenda that sets clear objectives and keeps participants focused. In this article, we’ll explore several efficient meeting agenda examples that cater to various types of meetings.

Part 1 Kick-Off Meeting Agenda Elements

Welcoming remarks.

Begin your kick-off meeting with a warm welcome to all attendees. Show your appreciation for their time and dedication to the project. This sets a positive tone for the meeting and encourages open communication among team members.

Meeting Objectives

Clearly outline the key objectives of the kick-off meeting. For instance:

Introduce the project and its goals.
Establish team roles and responsibilities.
Address any initial questions or concerns.
Set expectations for project communication and collaboration.

(By providing clear objectives, your team will have a roadmap to guide them throughout the meeting.)

Project Overview

Provide a brief overview of the project, including its purpose, goals, and scope. Make sure to address any potential risks or challenges. It’s important to give a concise, yet thorough, summary so that everyone understands the project’s direction and purpose. This overview also serves as a foundation for subsequent discussions during the meeting.

Roles and Responsibilities

Review and clarify the roles and responsibilities of each team member. This helps to ensure that everyone is on the same page and understands what is expected of them throughout the project. During this discussion, consider addressing:

Specific tasks and deliverables assigned to each team member.
Expected deadlines and milestones.
How team members should communicate their progress and concerns.

Initial Questions and Concerns

Encourage team members to ask questions and share any concerns related to the project. This open dialogue fosters trust and teamwork, laying the foundation for efficient collaboration. It also provides an opportunity to address possible issues, clarify details, and share knowledge among team members.

Part 2 Kick-Off Meeting Agenda Example

Kick-Off Meeting Agenda

Date: [Insert Date] Time: [Insert Time] Location: [Insert Location] Project: [Insert Project Name] Attendees: [List Attendees]

_____________________________________

1. Welcoming Remarks (5 minutes) – Welcome by the meeting facilitator. – Expression of appreciation for the team’s commitment. – Encouragement for open communication and positive collaboration.

2. Meeting Objectives (5 minutes) – Introduction to the meeting’s purpose. – Explanation of the meeting’s key objectives: – To introduce the project and outline its goals. – To establish clear roles and responsibilities. – To address initial questions and set the stage for project communication. – To set expectations for collaboration and team engagement.

3. Project Overview (15 minutes) – Presentation of the project’s purpose, goals, and scope. – Discussion of anticipated outcomes and deliverables. – Identification of potential risks and challenges. – Overview of the project timeline and key milestones.

4. Roles and Responsibilities (20 minutes) – Detailed review of team members’ roles and responsibilities. – Clarification of tasks and deliverables for each role. – Discussion of deadlines, milestones, and reporting structures. – Confirmation of understanding and agreement from team members.

5. Initial Questions and Concerns (15 minutes) – Open floor for team members to raise questions. – Discussion of any concerns related to the project. – Clarifications provided by project leaders or subject matter experts. – Noting of any issues that require further investigation or follow-up.

6. Communication and Collaboration Expectations (10 minutes) – Presentation of the communication plan. – Introduction of collaboration tools and platforms. – Establishment of meeting schedules and check-in points. – Emphasis on the importance of transparency and timely updates.

7. Next Steps and Closing Remarks (5 minutes) – Summary of action items and next steps. – Reiteration of the importance of each team member’s contribution. – Final words of encouragement and motivation. – Official close of the kick-off meeting.

Prepared by: [Name of the person who prepared the agenda] Notes: Please come prepared to engage in discussions and share your ideas.

Part 3 Weekly Team Meeting Agenda Elements

Updates and progress reports.

Start your meetings by sharing updates and progress reports from the previous week. Encourage your team members to briefly present their accomplishments and any new insights or learnings. This will help everyone stay in the loop and understand what has been done so far.

Upcoming Tasks

Next, discuss the tasks scheduled for the upcoming week. Ensure each team member knows their responsibilities and deadlines. Use this time to clarify any doubts or questions about the tasks at hand, and allow team members to share their plans and approaches to complete their assignments.

Challenges and Solutions

During this part of the meeting, focus on the challenges the team has faced or anticipates facing. Encourage team members to share their concerns, roadblocks, or hurdles, and brainstorm solutions as a group.

Team Feedback and Discussion

Dedicate some time to open the floor for team feedback and discussion. Create a safe space for team members to share their thoughts, concerns, or suggestions about the team’s performance, projects, or overall work environment. This can help uncover hidden issues and promote a healthy flow of communication within the team.

Action Items for Next Week

Finally, wrap up the meeting by summarizing the agreed-upon action items for the next week. This list should include the tasks discussed earlier, the solutions to the challenges mentioned, and any other relevant decisions made during the team discussion. Ensure everyone is aware of their responsibilities and confirm their commitment to complete them in the coming week.

Part 4 Weekly Team Meeting Agenda Example

Weekly Team Meeting Agenda

Date: [Insert Date] Time: [Insert Time] Location: [Insert Location] Attendees: [List Attendees]

1. Welcome and Introductions (5 minutes) – Quick roundtable introductions (if there are new members).

2. Updates and Progress Reports (15 minutes) – Review of last week’s accomplishments. – Presentation of key milestones achieved. – Sharing of new insights and learnings.

3. Upcoming Tasks (20 minutes) – Overview of tasks for the upcoming week. – Assignment of responsibilities and deadlines. – Q&A to address any doubts or concerns regarding upcoming tasks. – Sharing of planned approaches for task completion.

4. Challenges and Solutions (15 minutes) – Discussion of any roadblocks faced in the past week. – Anticipated challenges for the upcoming week. – Brainstorming session for problem-solving and finding solutions. – Encouragement of collaborative support and ideas.

5. Team Feedback and Discussion (10 minutes) – Open forum for team members to voice feedback. – Discussion of concerns or suggestions regarding team performance and projects. – Addressing any issues related to the work environment.

6. Action Items for Next Week (10 minutes) – Summary of action items and decisions made during the meeting. – Confirmation of responsibilities and commitments for the next week. – Setting of measurable goals and deadlines.

7. Closing (5 minutes) – Final remarks and encouragement for the week ahead. – Confirmation of next meeting date and time. – Adjournment.

Prepared by: [Name of the person who prepared the agenda] Notes: Please come prepared to discuss your updates and bring any necessary materials to aid in the discussion.

Next Steps: – Distribute meeting minutes and action items within 24 hours. – Follow up on action items throughout the week. – Prepare for next week’s meeting with updates on assigned tasks.

Part 5 Sales Strategy Meeting Agenda Elements

Market analysis.

To kick off your sales strategy meeting, start by discussing recent market trends and how they affect your industry. Examine your competitors and their latest moves, as well as any significant changes in technology or customer preferences that may impact your sales.

Sales Targets

Next, it’s time to set your sales targets for the upcoming period, whether it’s for the quarter or the year. Based on the market analysis, set realistic and achievable goals for your sales team. Make sure to consider factors like team size, resources, and any potential external influences while determining these targets.

Strategic Initiatives

With targets defined, discuss the strategic initiatives required to achieve those goals. Consider innovative ways to attract new leads, such as collaborating with other departments or agencies, or adopting new sales approaches. In this part of the meeting, you should encourage creative thinking and brainstorming, ensuring that everyone’s input is welcomed.

Tactics and Approaches

Moving forward, delve into the specific tactics and approaches to be used in achieving your sales targets. This may include new sales techniques, product training, or optimizing the sales funnel. As a group, explore what has worked in the past and what new approaches might be worth trying to maximize sales performance.

Tool and Resource Needs

Another important aspect of the sales strategy meeting is determining the tools and resources your team will need to succeed. Think about software solutions, training resources, or personnel requirements that may be necessary to implement your strategies. Compile a list and set a plan for acquiring those resources.

Closing Summary

Finally, wrap up the meeting by summarizing the key points discussed and the action items that need to be executed. Establish a timeline for implementing changes, and designate responsibilities to specific team members. You can schedule any necessary follow-up meetings to review progress and address any emerging challenges.

Part 6 Sales Strategy Meeting Agenda Example

Sales Strategy Meeting Agenda

1. Opening Remarks (5 minutes) – Welcome and brief introduction. – Purpose and objectives of the meeting.

2. Market Analysis (20 minutes) – Presentation on recent market trends. – Analysis of competitor activities and performance. – Discussion on changes in technology and customer preferences. – Impact of these factors on our industry and sales.

3. Sales Targets (15 minutes) – Review of previous sales targets and performance. – Setting new sales targets for the upcoming period. – Consideration of team size, resources, and external factors. – Agreement on realistic and achievable goals.

4. Strategic Initiatives (20 minutes) – Brainstorming session for strategic initiatives to reach sales targets. – Encouragement of innovative ideas and collaborative thinking. – Exploration of potential partnerships or collaborations. – Selection of key initiatives to focus on.

5. Tactics and Approaches (20 minutes) – Discussion of specific sales tactics and approaches. – Sharing of successful past techniques and potential new methods. – Planning for sales training or product knowledge enhancement. – Optimization of the sales funnel and customer journey.

6. Tool and Resource Needs (15 minutes) – Identification of tools and resources needed to support sales strategies. – Evaluation of current tools and gaps that need to be filled. – Budget considerations and procurement planning. – Assignment of responsibilities to acquire necessary resources.

7. Closing Summary (10 minutes) – Recap of key strategies, tactics, and action items. – Establishment of a timeline for implementation. – Designation of responsibilities to team members. – Scheduling of follow-up meetings to track progress.

Prepared by: [Name of the person who prepared the agenda] Notes: Please review the market analysis report prior to the meeting and come prepared with ideas and suggestions for strategic initiatives and tactics.

Next Steps: – Distribution of meeting summary and action plan. – Initiation of procurement process for required tools and resources. – Implementation of agreed-upon strategies and tactics. – Continuous monitoring and adjustment of sales strategies.

Part 7 Board Meeting Agenda Elements

Approval of previous minutes.

Before diving into the new business, take a moment to review and approve the minutes from the previous board meeting. This gives all members a chance to ensure the accuracy of the discussion and decisions made. You should address any corrections or discrepancies here.

Financial Report

A crucial part of any board meeting is reviewing the financial report. This section usually includes the organization’s revenue, expenses, and budget overview. Consider presenting this information in bullet points or a table to make it easier to digest. Discuss any significant variances, upcoming financial projections, and potential challenges.

Policy Review

Every board meeting should include a review of existing policies and procedures. Here, you can bring up any new regulations or laws that may impact your organization, as well as discuss any proposed policy changes. Make sure everyone has a chance to voice their opinion on the matter.

Strategic Decisions

The board should engage in discussions regarding critical strategic decisions that will impact the organization’s future. This can include approving new projects, evaluating progress on current initiatives, and discussing possible partnerships or collaborations. Make sure every member is well-informed to participate in these discussions actively.

Executive Comments

Lastly, provide an opportunity for the executives to share any pertinent updates or address concerns raised during previous meetings. This section reinforces the open communication between all board members, encourages transparency, and helps create a supportive environment.

Part 8 Board Meeting Agenda Example

Board Meeting Agenda

Date: [Insert Date] Time: [Insert Time] Location: [Insert Location] Attendees: [List of Board Members]

1. Call to Order (2 minutes) – Official opening of the meeting by the Chair. – Establishment of quorum.

2. Approval of Previous Minutes (5 minutes) – Review of the minutes from the last board meeting. – Motion to approve the minutes. – Addressing any corrections or amendments. – Official approval of the minutes.

3. Financial Report (20 minutes) – Presentation of the financial report by the Treasurer or CFO. – Overview of revenue, expenses, and budget performance. – Discussion of significant variances from the budget. – Presentation of upcoming financial projections. – Identification of financial challenges and opportunities. – Approval of financial report and any related resolutions.

4. Policy Review (15 minutes) – Review of existing policies and procedures. – Presentation of new regulations or laws affecting the organization. – Discussion of proposed policy changes. – Open dialogue and input from all board members. – Voting on policy updates or changes.

5. Strategic Decisions (30 minutes) – Discussion of critical strategic decisions. – Approval of new projects or initiatives. – Evaluation of progress on ongoing strategic initiatives. – Debate on potential partnerships or collaborations. – Voting on strategic resolutions and action items.

6. Executive Comments (10 minutes) – Updates from the CEO or executive team. – Addressing of concerns raised in previous meetings. – Sharing of important organizational updates or news. – Encouragement of transparency and open communication.

7. Other Business (10 minutes) – Addressing any other items not previously covered. – Member proposals for additional discussion points.

8. Next Meeting (2 minutes) – Confirmation of the date and time for the next board meeting.

9. Adjournment (1 minute) – Motion to adjourn the meeting. – Closure of the meeting by the Chair.

Prepared by: [Name of the person who prepared the agenda] Notes: Board members are requested to review all documents and reports prior to the meeting to facilitate informed discussions and efficient decision-making. Please be prepared to contribute to all agenda items.

Part 9 Client Onboarding Meeting Agenda Elements

Introduction to the team.

During the client onboarding meeting, it’s important to introduce your team members to the client. This can be done through a roundtable introduction or by sharing a document with names, titles, and photos. Make sure to mention each member’s role in the project, so the client knows who to reach out to for specific concerns or questions.

Client’s Business Goals

Take time to discuss the client’s business goals, both short-term and long-term. Ask open-ended questions to gain a thorough understanding of their vision, mission, and objectives. This will help you align your services with their expectations and ensure a successful partnership.

Scope of Work

Clarify the scope of work, which includes the project’s deliverables, key performance indicators (KPIs), and success metrics. You can draft a list of specific tasks and responsibilities for each team member to avoid confusion and ensure optimal efficiency in completing the project.

Timeline and Milestones

Establish a project timeline by setting milestones and deadlines. Provide a clear timeline with dates for each milestone, such as project kickoff, deliverable deadlines, and review stages. This will help keep the project on track and enable you to monitor progress.

Communication Plan

Discuss the communication plan with your client, including preferred methods of communication, frequency of updates, and point of contact for any issues that may arise. Make sure to set clear expectations and establish a system for tracking tasks and progress.

Email updates (e.g., weekly or bi-weekly)
Video conferences or phone calls
Task management tools and project updates
In-person meetings, if necessary

Feedback and Next Steps

Encourage regular feedback and open communication from the client to ensure the project moves forward in the right direction. Outline the next steps for the project, including any immediate tasks, resource allocation, or approvals needed from the client. This will help maintain a strong partnership and facilitate a smooth project process.

Part 10 Client Onboarding Meeting Agenda Example

Client Onboarding Meeting Agenda

Date: [Insert Date] Time: [Insert Time] Location: [Insert Location or Video Conference Link] Client: [Insert Client Name] Project: [Insert Project Name] Attendees: [List of Team Members and Client Representatives]

1. Welcome and Introductions (10 minutes) – Opening remarks by the lead contact. – Roundtable introductions of team members and client representatives. – Overview of each team member’s role and responsibilities.

2. Review of Client’s Business Goals (15 minutes) – Discussion of the client’s short-term and long-term business goals. – Exploration of the client’s vision, mission, and objectives. – Alignment of goals with the services provided.

3. Scope of Work (20 minutes) – Presentation of the agreed-upon scope of work. – Clarification of project deliverables, KPIs, and success metrics. – Confirmation of tasks and responsibilities for each team member.

4. Timeline and Milestones (15 minutes) – Establishment of the project timeline. – Setting of milestones and deadlines. – Discussion of key dates and review stages. – Agreement on a schedule for deliverables.

5. Communication Plan (10 minutes) – Determination of preferred communication methods. – Scheduling of regular updates and check-ins. – Introduction of task management tools and project tracking systems. – Designation of a primary point of contact for the client.

6. Feedback and Next Steps (15 minutes) – Encouragement of ongoing feedback from the client. – Outline of immediate next steps for the project. – Discussion of resource allocation and client approvals needed. – Setting of the next meeting or check-in date.

7. Q&A and Concerns (15 minutes) – Open floor for any questions or concerns from the client. – Addressing of any outstanding issues or clarifications needed.

8. Closing Remarks (5 minutes) – Summary of key points discussed. – Expression of excitement for the partnership. – Official close of the onboarding meeting.

Prepared by: [Name of the person who prepared the agenda] Notes: Please review all relevant project documentation prior to the meeting and come prepared to discuss your business goals and expectations. Your insights and feedback are crucial for the success of this project.

Part 11 Annual General Meeting Agenda Elements

Chairperson’s report.

The first step of an Annual General Meeting (AGM) usually involves the Chairperson presenting their report. This is your chance to review the previous year’s accomplishments and challenges. The Chairperson will discuss the organization’s achievements, as well as anything that didn’t go as planned. It gives you a perspective on how the organization has progressed and sets the stage for the financial statement and election of new board members.

Financial Statement

In this section, the Treasurer will provide an overview of the organization’s financial position. This includes key financial metrics such as revenue, expenses, and net income. It’s important to have a clear understanding of your organization’s financial situation to make informed decisions about its future.

Election of New Board Members

Next up in the AGM is the election of new board members. All members in good standing have the right to nominate and vote for candidates.

Forthcoming Year’s Strategy

Once the new board members are elected, they will share their insights on the forthcoming year’s strategy. The discussions may include goals, objectives, and specific initiatives that your organization will undertake. You may also have an opportunity to voice your opinions, provide feedback, and contribute to the conversation about the organization’s direction.

Question and Answer Session

Lastly, the AGM includes a question and answer (Q&A) session. This is the time to raise any concerns or queries you have about the organization, its financial status, the newly elected board members, or the strategy for the forthcoming year.

Part 12 Annual General Meeting Agenda Example

Annual General Meeting (AGM) Agenda

Date: [Insert Date] Time: [Insert Time] Location: [Insert Location] Organization: [Insert Organization Name] Attendees: [List of Members]

1. Call to Order (5 minutes) – Official opening of the AGM by the Chairperson. – Confirmation of the quorum.

2. Chairperson’s Report (15 minutes) – Presentation of the annual report by the Chairperson. – Review of the previous year’s accomplishments and challenges. – Discussion of the organization’s progress and overall performance.

3. Financial Statement (20 minutes) – Presentation of the financial report by the Treasurer. – Review of financial metrics, including revenue, expenses, and net income. – Discussion and clarification of financial matters. – Approval of the financial statement.

4. Election of New Board Members (30 minutes) – Presentation of the nomination process for new board members. – Introduction of candidates and their qualifications. – Voting process for the election of new board members. – Announcement of election results.

5. Forthcoming Year’s Strategy (20 minutes) – Presentation of the strategy for the upcoming year by the new Chairperson or board members. – Discussion of goals, objectives, and planned initiatives. – Opportunity for members to provide feedback and suggestions.

6. Question and Answer Session (20 minutes) – Open floor for members to ask questions. – Addressing of queries related to the organization’s operations, financials, and strategy. – Discussion of concerns raised by members.

7. Any Other Business (10 minutes) – Addressing of any additional items not previously covered. – Proposals for discussion or decision from the members.

8. Closing Remarks (5 minutes) – Summary of decisions and actions taken during the AGM. – Acknowledgement of contributions and participation of members. – Official closing of the AGM by the Chairperson.

9. Adjournment – Motion to adjourn the meeting. – Conclusion of the AGM.

Prepared by: [Name of the person who prepared the agenda] Notes: All members are encouraged to review the annual report and financial statements prior to the meeting. Please come prepared with any questions or topics for discussion.

Part 13 Training Session Meeting Agenda Components

Learning objectives.

Before starting the meeting, it’s important to outline the specific learning objectives. This helps attendees understand the purpose and expected outcomes of the training session. Consider using a numbered list for clarity:

Objective 1: Briefly describe the skills or knowledge participants will gain.
Objective 2: Explain what practical applications or improvements it brings.
Objective 3: Detail any assessment methods or immediate feedback associated with this objective.

Training Content Overview

Provide an overview of the training content for your attendees. This allows them to know what to expect and can help them prepare for the session. You can use bullet points to list the different topics covered in the training:

Topic 1: A brief explanation of the first subject area.
Topic 2: Describe the second subject area and its relevance to attendees.
Topic 3: Emphasize the importance of this topic in the overall training session.

Interactive Activities

Including interactive activities in your training session agenda helps to make the training process more engaging and enjoyable for attendees. This can range from small group discussions to hands-on simulations, depending on the subject matter. You can list the interactive activities you plan to use:

Icebreaker activity : This can help participants get to know each other and feel more comfortable in the training environment.
Small group discussions : These can be used to explore specific topics in a more personalized and meaningful way.
Role-playing exercises : This can be a useful tool to practice complex situations or develop problem-solving skills.

Evaluation and Feedback

An important part of any training session is gathering feedback and evaluating its success. Include a section in your meeting agenda that outlines how you’ll collect and analyze feedback. This can involve post-training surveys, group discussions, or one-on-one interviews.

Post-training survey : This can be an anonymous online questionnaire that attendees complete after the training session.
Group discussions : These can help highlight areas of success as well as areas that might need improvement or further attention.
One-on-one interviews : These allow for in-depth feedback and the opportunity to address individual concerns or experiences during the training session.

Part 14 Training Session Meeting Agenda Example

Training Session Meeting Agenda

Date: [Insert Date] Time: [Insert Time] Location: [Insert Location] Facilitator: [Insert Facilitator’s Name] Attendees: [List of Attendees]

1. Welcome and Introductions (10 minutes) – Greeting by the facilitator. – Introduction of attendees. – Brief overview of the training session’s purpose.

2. Learning Objectives (5 minutes) – Presentation of the specific learning objectives: – Objective 1: [Description of skills/knowledge to be gained] – Objective 2: [Explanation of practical applications/improvements] – Objective 3: [Details of assessment methods/feedback]

3. Training Content Overview (15 minutes) – Outline of the training content: – Topic 1: [Explanation of the first subject area] – Topic 2: [Description of the second subject area and its relevance] – Topic 3: [Importance of this topic in the training]

4. Interactive Activities (30 minutes) – Execution of interactive activities: – Icebreaker activity: [Description and purpose] – Small group discussions: [Topics and expected outcomes] – Role-playing exercises: [Scenarios and objectives]

5. Break (10 minutes) – Short interval for rest and refreshments.

6. Training Continuation (30 minutes) – Continued delivery of training content and interactive activities. – Practical application of learned skills.

7. Evaluation and Feedback (20 minutes) – Explanation of the feedback process: – Post-training survey: [How and when it will be conducted] – Group discussions: [Focus points and feedback collection] – One-on-one interviews: [Scheduling and purpose]

8. Wrap-Up and Next Steps (10 minutes) – Summary of key takeaways from the training session. – Discussion of how to implement learned skills in the workplace. – Outline of any follow-up sessions or additional resources.

9. Closing Remarks (5 minutes) – Final thoughts and encouragement from the facilitator. – Opportunity for last-minute questions or comments. – Official end of the training session.

Prepared by: [Name of the person who prepared the agenda] Notes: Please arrive a few minutes early to settle in and prepare for the session. Bring any required materials and be ready to participate actively in discussions and activities. Your engagement and feedback are crucial for the success of this training.

Part 15 Effective Staff Meeting Agenda Examples

Here are two examples of staff meeting agendas:

Welcome and introductions (5 minutes)
Department updates (15 minutes)
Upcoming events (10 minutes)
Employee recognition (10 minutes)
Open floor for discussion and questions (15 minutes)
Closing remarks and next steps (5 minutes)
Review of last meeting’s action items (10 minutes)
Sales targets and performance (15 minutes)
Marketing initiatives (15 minutes)
Training and development opportunities (10 minutes)
Process improvements and feedback (15 minutes)
Employee announcements and updates (5 minutes)
Adjournment

Frequently Asked Questions

What key elements should i make sure to include in a meeting agenda.

A well-planned meeting agenda should include the following key elements:

Meeting date, time, and location.
Meeting objectives or purpose.
List of attendees and their roles.
Agenda topics and their respective time allocations.
Clear instructions or expectations for each topic.
Breaks (if applicable) and their durations.
Start and end times of the meeting.

Can you give me some pointers on how to solicit agenda items from attendees before a meeting?

To solicit agenda items from attendees, you can employ the following strategies:

Send out a meeting invite with a request for agenda items.
Use a collaborative tool, like Google Docs, to allow attendees to contribute agenda items directly.
Encourage colleagues to suggest topics during informal conversations or via email.
Set a deadline for agenda item submissions, and remind attendees as the deadline approaches.
Hold a short brainstorming session with key stakeholders prior to finalizing the agenda.

What are some practical steps to writing a clear and professional meeting agenda?

To write a clear and professional meeting agenda, follow these steps:

Define your meeting objectives or purpose.
List agenda topics in order of importance.
Estimate time allocations for each topic, considering potential discussions.
Clearly state the expected outcome or action for each topic.
Allow for appropriate breaks (if applicable) and buffer time.
Format the agenda using headings, bullet points, and numbering for easy readability.
Review the agenda for clarity, relevance, and balance of time allocations.

Where can I find a free template for a meeting agenda that’s ready for use in Word format?

Microsoft Office provides a variety of free meeting agenda templates ready for use in Word format. You can browse and download them by following these steps:

Open Microsoft Word.
Click on “File” and select “New.”
In the search bar, type “meeting agenda” and press enter.
Choose a template from the list and click “Create” to start using it.
4 Examples: Meeting Recap Email Template (with Tips)
2 Examples: Writing Meeting Minutes (3 Key Elements)
12 Effective Examples: How to Schedule a Meeting by Email
10 Examples: How to Request One-on-One Meeting with a Manager
30 One-on-one Meeting Questions for Productive Conversations
Running Your First Meeting as a New Manager (With Examples)

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Strategy Execution

Effective Meetings

Published January 16, 2023 at 09:00 AM

Problem Solving Meeting Agenda: 4 Effective Steps to Conduct a Problem Solving Session

4 Steps to Solve Problems at Your Weekly Meetings

Photo Credit: iStock by Getty Images

Ted Skinner a Rhythm Consultant

4 Steps for a Problem Solving Meeting Agenda

One of the easiest changes to your meeting is to attempt to solve at least one problem per week. Not just any problem, you should pick the most important problem facing your team each and every week. Think of all of the additional productivity you, your team, and your company could gain if you were able to put the team together and solve at least one problem per week. That’s an additional 52 problems you could solve each and every year, clearly putting you on the path to out-execute your competition and gain a competitive advantage in the marketplace.

At Rhythm Systems, our business KPI and OKR dashboards allow you to quickly and easily find the most important problems each week to solve. Since all of our key performance indicators (KPIs) and projects (Quarterly Priorities) have clear Red, Yellow, Green success criteria and are updated weekly by the owner, the team has a clear visual indicator of the business problems they are facing. Our clients can easily determine where there are problems, find the most important ones (as all KPIs and priorities/OKRs are ranked in order of importance), and brainstorm together on how to get back on track during their weekly adjustment meetings.

As you can see in our KPI dashboard below, we have a clear issue with our sales pipeline - a leading indicator for revenue. As this is a leading indicator, it helps the team predict revenue in the future; it gives us the added bonus of fixing the revenue problem BEFORE it shows up in the bottom line. To take your KPIs to the next level, follow these five tips to make sure your team is tracking the right KPIs - both leading and results indicators - successfully. It is extremely important to define the problem properly, so that you can get to the root cause of the issue.

Now that you have identified the problem to focus on, you can work deeply on the problem until you are able to devise and execute a complete game plan to solve it. If you follow our problem-solving meeting template below, you'll have the proper meeting agenda to help you break through any challenges you face. Use this as a primary agenda, but remember to allow team members to add an agenda item.

4-Step Process for a Problem Solving Meeting Agenda with This Problem-Solving Session Template (or Agenda).

Step One: List and brainstorm every potential cause for the problem or challenge.

We want to make sure that we solve any structural issues first. These might be open sales positions, known bugs in the software, issues with a supplier - internal or external, known production issues, and those types of challenges. Do we have a standard and complete understanding of the problem? Is the meeting goal clear to everyone? This root cause analysis is an essential part of the process. If you don't find the root of the problem, it will feel like groundhog day as you'll solve the symptoms repeatedly.

Step Two: Brainstorm possible resources to help.

During this step, think of the people and resources that might help you solve the problem. Are the resources in the room? Are they in the company? What are the budget constraints for a solution? In the sales pipeline example, the sales and marketing leader would likely need to be involved in solving the issue. This is critical to group problem solving: knowing where to get the necessary resources. You'll need to think of resources that might be outside the room. There needs to be a shared understanding of the root cause of the issue and all possible solutions to solve the problem.

Step Three: List and brainstorm every potential solution or approach.

Think of as many ideas as you can. You might list an email blast to all of your prospects, a sales promotion to help with a sales pipeline issue, contracting an outside expert for search engine optimization, investing in more outbound sales representatives to schedule more meetings, and any other potential approach that is likely to solve the problem. This is where the team comes to a final decision on the recommended course of action or potentially two teams trying two different approaches.

Step Four: Recommendation for action.

Discuss, Debate, and Agree on the course of action and execute against that plan. Discuss the plans entirely with the person who suggested them, taking the lead to explain their approach to the solution. Allow the team to debate the positive and negative merits of the proposal and repeat the process until all ideas have been presented. The team should be able to reach a consensus on the best course of action. Now the team can agree on the most likely solution (or two - if they are different resources) and create a game plan to execute against. Make sure that everybody on the team can answer the question "what is my role in the solution?" This action planning process ensures that you have an execution plan to solve the problem.

Move forward with your action plan and keep a constant and deliberate eye on your metrics and KPIs. If that isn't doing enough to move the needle to correct the problem, run through the process again, and determine additional steps to take to alleviate the issue. Keep working until you solve the problem. You can read more about different applications for the process here and download our free and handy Breakthrough to Green tool here .

However, many of you reading this post don't have a business dashboard solution already, so what can you do?

Ask for any issues from the team when setting the agenda for your weekly meeting.
If you are a manager, bring one of your problems to your team to have them help solve it with you. Making yourself human and vulnerable will encourage them to do the same with any issues they face.
Work on solving problems, rather than placing blame, when discussing issues. Creating a safe environment for healthy discussions about things that are off track is crucial in solving problems in your business.
Monitor your KPIs weekly and make sure significant projects get frequent (and honest) updates. If you wait too long between updates, you lose the ability to make the necessary adjustments if issues arise.
Create a shared spreadsheet to start tracking your most important metrics and projects as a place to start. However, you might find that you'll outgrow your spreadsheet quickly; it is a place to get started and organize your thoughts.
You're likely to have conflicting opinions, so ensure you set the proper ground rules for conduct and respect.
Creative problem-solving isn't an event; it is a state of mind. You might not get it 100% right the first time, but with this problem-solving framework, you'll have the correct process to get to the desired solution.

Good luck taking your weekly staff meetings back and making them more productive! Download the free Breakthrough to Green tool to help you properly frame your problem and create an action plan to solve it. Thousands of teams have used this problem-solving process and can help yours too!

Breakthrough to Green Tool - get your Yellow and Red Success Criteria back to Green

Additional Rhythm Systems Weekly Staff Meeting Resources:

How To Have Effective Weekly Staff Meetings (With Sample Agenda Template)

4 Easy Steps to Fix Your Weekly Staff Meetings [Video]

Download our weekly meeting agenda

Supercharge Your Meetings with This Effective Weekly Meeting Agenda

8 Ways to Make Weekly Meetings Strategic vs. Tactical (Video)

Weekly Adjustment Meetings vs. Weekly Status Meetings (Infographic)

Consider using Rhythm Software to run your weekly meeting , where the status and agenda are automatically created weekly to keep you on track!

Photo Credit: iStock by Getty Images

Leadership Tips to Help Your Employees Solve Their Own Problems (Part 2)

Why weekly synch meetings are boring and a waste of time, leadership tips to help your people solve their own problems (part 1), how to fix a meeting in 4 easy steps [agenda and video], why meetings are not productive: bad meetings kill productivity, do you have a people problem or a leadership problem.

10 Free Meeting Agenda Templates for Word, PDF, SessionLab

Meeting agendas are the foundation of productive, well-organized gatherings. Whether you're running a team meeting, problem-solving session or innovation workshop, a well-structured meeting agenda template can make the difference between a successful session and one that wastes everyone's time.

In this blog post, we'll explore ten meeting agenda examples that cater to various meeting types and objectives. By the end of this article, you'll have a toolbox of ideas and agendas to help you plan and facilitate more effective and efficient meetings.

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What should be included in a meeting agenda template?

Before we dive into specific agenda examples, let’s discuss what elements you should include in a meeting agenda template, regardless of the meeting type. A well-rounded agenda typically contains the following components:

Meeting Title : Give your agenda a clear, concise title that will make it easy to understand what it is when consulting your calendar or when searching for your agenda later.
Meeting Goal : All good meeting agendas have clear meeting goals, objectives or a meeting topic in mind. The goal can be simple or complex. For example, your meeting goal may be to provide status updates, improve team dynamics or solve a challenge. Use the goal while designing your agenda to ensure your meeting is fit for purpose. While running your session, refer to the goal to ensure everyone is aligned and that the group stays focused.
Date, Time, and Location : Specify the date and time of the meeting, as well as the meeting location (physical or virtual) so that its easy for participants to attend. Also include how much long the meeting is expected to run for so that everyone can organize their calendars and plan their working day.
Attendee List : List the names and roles of participants who are expected to attend. This helps in identifying who is responsible for what during the meeting and ensuring all important stakeholders are present.
Agenda Overview : Provide a simple, high-level overview of the meeting’s flow. This helps participants understand what to expect and prepares them for the meeting’s structure.
Discussion Topics : Break down the meeting into specific discussion topics, talking points or agenda items. These items should each have a clear title and a little supporting information if necessary. It can also be helpful to put all agenda items in order according to priority so that if you run out of time, you’ve done the most important items first.
Time Allocation : Assign time slots for each agenda item. Time-boxing in this way ensures that the meeting stays on schedule and that each topic receives adequate attention.
Presenter or Facilitator : Assign responsibility for each agenda item to a specific individual. This person will lead the discussion on that particular topic or facilitate the activity.
Materials and Preparation : Mention any documents or materials that participants should review before the meeting. This ensures that everyone is well-prepared. Where possible, attach meeting materials or links to your agenda so they’re easy to find!
Action Items : Allocate time at the end of the agenda for summarizing actions, next steps and assigning responsibilities for follow-up tasks.
Open Floor or Q&A : If applicable, reserve time for open discussion, questions, or feedback from attendees.
Check-out or closing : Effectively bringing a meeting to an end is an important part of the process. You’ll use this time to reiterate key points, leave on a positive note or give feedback on the meeting.

Every example meeting agenda below contains everything you need to run the session. You’ll find instructions, a meeting objective, time allocation and other items you need to get started. We’ve also included tips and details that can help ensure your meeting will be success.

Of course, you’ll want to add your own content and customize your agenda to your needs. In SessionLab, it’s easy to drag, drop and reorder blocks to create a perfectly timed agenda in minutes. SessionLab handles the timing calculation automatically so you can stay track without needing to manually calculate your times.

When you’re ready for feedback, invite your collaborators and clients to refine your agenda. On the day of the meeting, create beautiful meeting materials by customizing a printout to your needs.

Need more help with finding tools to support the management of your meetings? Check out our guide on the best meeting management software to explore how dedicated tools can supercharge your meetings.

Meeting agenda examples

In this next section, we’ll share a selection of meeting agenda templates you can use to run your next team meeting . They’re a great source of ready-to-go agendas designed by facilitators. We hope you find these free templates a useful source of inspiration and practical design tips.

Download your chosen team meeting agenda template in Word or use and edit the SessionLab agenda to make it your own. SessionLab also makes it easy to create minute-perfect sessions, invite collaborators and create beautiful printouts of your meeting agenda templates too!

Team Meeting Agenda

Great meetings tend to follow a clear structure . This effective meeting agenda is a proven structure for bringing a team together and pragmatically covering what is in your agenda.

This team meeting agenda template starts with a quick check-in to help your meeting participants get settled in. You then take a moment to share the intention, desired outcome, agenda, rules, roles and responsibilities, and time allocated for the meeting. By clearly outlining these items with IDOARRT , you can very quickly create the conditions for a productive meeting and get everyone on the same page.

When it comes to running your team meeting, use the following guidelines for choosing the order of your agenda items:

start with announcements and quick updates;
next, introduce the one or two main points of discussion;
have a “parking lot” space to set off-topic conversations aside for another time;
10/15 minutes before the meeting end time, move to action points. Closing a meeting takes some time!

Agendas for a regular meeting or team gathering will differ depending on the group, setting, project and the time available. Use this team meeting agenda template as a solid skeleton for any such gathering and adjust to your needs!

Download the Team Meeting Agenda – Word

Download the Team Meeting Agenda – PDF

Use the team meeting agenda template in SessionLab

Tips for running the Team Meeting Agenda

Going for longer than 1 hour 30 minutes? Add a break! You might also add a short break between particularly heavy items if energy dips or you feel like people need a moment to reflect in silence. In the SessionLab agenda template, simple add an extra block or drag and drop existing items to make space.
When outlining action points, try to briefly reiterate any decisions or dependencies that have been noted earlier in the meeting. Be sure to take meeting notes to support this process. This can help your team prioritize follow-up actions and assign the right person too.
Attach a simple PDF overview or online version of your agenda to your invitation emails or calendar invites. This will help your team adequately prepare for the session.

Board Meeting Agenda

The classic agenda is a simple, time-tested board meeting format. Designed for boards and committees, this meeting format typically includes sections like “Call to Order,” “Approval of Minutes,” “Old Business,” “New Business,” “Discussion Items,” “Action Items,” and “Announcements.”

This meeting agenda template structure is suitable for formal meetings, such as board meetings and corporate gatherings, though it can easily be adapted to suit other needs.

This board meeting template runs for 2 hours, though depending on the maturity of your board, your meeting time may differ. Most board meetings can run for 3-4 hours, with a break somewhere in the middle.

In SessionLab, you can easily adjust the agenda and the overall timing will automatically calculate. Want to change the items in the agenda? Drag, drop and add new blocks to quickly tailor your agenda to the needs of your board. You’ll even find space to add meeting notes, meeting minutes and even attach reports or a presentation to each agenda item.

Download the Board Meeting Agenda – Word

Download the Board Meeting Agenda – PDF

Check out the agenda template in SessionLab

Tips for running this Board Meeting Agenda

You can speed up the process of approving changes to the agenda and approving previous minutes by sending these items out to board members ahead of the meeting. Share your SessionLab agenda to allow members to make any suggestions directly and keep all changes in one place.
Aim for brevity when creating and giving reports . Try quick summaries to help keep the meeting lean and aim to keep presentations to one or two slides where possible. This doesn’t mean omitting key details, but aiming to present key information without the fluff.
Keeping on track during your meeting agendas often means effectively time-boxing discussions and gently moving the group through your agenda items. A good meeting agenda template will help keep the session on track, though you can go further by using SessionLab’s time tracker to keep a running timer throughout your meeting.

Daily Standup Meeting Agenda

Stand-up meetings are all about brevity and focus. A typical stand-up meeting agenda might include sections for everyone on the team to check-in, share status updates, challenges and what they’ll be working on next.

This team meeting agenda template is based on the daily scrum of an Agile team, though it’s suitable for any team doing a daily check-in! After a brief introduction, teams go through a process of answering three questions:

What did you do yesterday?
What will you do today?
What’s in your way?

By working through these three simple questions in just fifteen minutes, you and your team can quickly get aligned and start the day effectively! In this template, you’ll find a round-robin variation and a step-by-step version ready to tailor to your needs. Running weekly team meetings rather than one-a-day? This agenda template serves as a great foundation for a weekly alignment too.

Download the Daily Standup Meeting Agenda – Word

Download the Daily Standup Meeting Agenda – PDF

Check out the team meeting agenda template in SessionLab

Tips for running a Daily Standup Meeting Agenda

Remember the purpose of the meeting. It can be tempting to go off topic, but this meeting is about getting quickly aligned, covering major talking points and moving forward. Be focused, but add interesting items to the parking lot to look at asynchronously or in a follow-up meeting of their own!
Take meeting minutes or notes and share them with your team. These meeting notes can be especially useful when it comes to the next meeting or for people who couldn’t attend. You can speed this process up too by creating a meeting minutes template alongside your agenda.
Recurring meetings should be systemized. Create and adjust a meeting agenda template of your own to save time running your next sessions and to ritualize your meetings.

Brainstorming Meeting Agenda

Brainstorming sessions are a great setting for unleashing a group’s collective intelligence and getting creative juices flowing. While this format encourages creativity and innovation, it doesn’t mean you don’t need structure. A good brainstorming session creates space for the unexpected though also helps your team stay focused, goal oriented and on-time.

In this team meeting agenda template created by Sabrina Goerlich , you and your team will spend just over an hour on a process based on Google’s design sprint, a proven structure for creating innovation and solving tough problems.

You’ll start by setting the stage with expert insights and a problem statement to help orient your team. Next, you’ll use a round of lightning demos to find inspiration before each team member individually brainstorms ideas and shares with group before a second round of ideation. After a round of voting for the best ideas, this brainstorming team meeting will be brought to a close by setting actions and assigning responsibilities.

The One Hour Brain Sprint is an effective meeting agenda template for any organization that wants to surface new ideas and solve tough problems. It’s especially effective if your problem does not have a clear solution, and you want to encourage creative input from everyone in your team.

Download the One Hour Brain Sprint Agenda – Word

Download the One Hour Brain Sprint Agenda – PDF

Check out the meeting agenda template in SessionLab

Tips for running a Brainstorming Meeting Agenda:

Be sure to review action items and assign steps for the next session before the end of the meeting. It’s easy to miss this step and lose momentum so make sure your entire team knows what to do next before you close.
Document everything. Being able to review what was discussed and all related ideas can help unblock teams later in the process.
Have a clear decision maker in the room to break ties or make final decisions on what to move ahead with. While the voting round often ends with a clear frontrunner, when there isn’t consensus, it pays to have a stakeholder there to unblock your team.
Come prepared with data or insights to clarify the problem you are trying to solve. Any solution is only as good as your understanding of the problem. Try to prepare some slides or supporting information and bring it to the meeting so your team can make data-informed decisions.

Decision Making Meeting Agenda

This decision making meeting agenda template is all about working together to make a decision and move forward as a team . It might be about a trying to solve a tough problem, working on innovative ideas or simply choosing the best solution from some you’ve already prepared. This half-day team meeting agenda illustrates a complete flow from ideation to decision. You will find information and details on the following steps:

presenting a problem to a team
brainstorming on multiple solutions (divergence)
selecting one or more proposals to work on using dot-voting (convergence)
using consent-based decision-making to refine the proposal
turning the proposal into a decision you make as a team

If you struggle with running team meetings where all attendees can feel involved while also ensuring the decisions made are high quality, this is the team meeting agenda you need.

Download the Decision Making Meeting Agenda – Word

Download the Decision Making Meeting Agenda – PDF

Tips for running the Decision Making Meeting Agenda

Try to get familiar with consent-based decision making and Sociocracy before running this kind of decision making model. A thorough knowledge of the methodology will help you lead this team meeting agenda template effectively.
Meeting minutes that effectively detail the process and discussions around the decisions that were made can be a massive boon when it comes to explaining to others or simply improving your process. Assign someone to take meeting minutes or notes at the outset of your session.
Ensure you clearly document what decisions were made so you can share with people outside of the meeting and track progress on next steps.

Project Kickoff Meeting Agenda

When starting a new project, running a kickoff will help your team get aligned and start on the right foot. If you’re working with an Agile methodology, this meeting agenda template is a proven process that adheres to Agile principles and gives a team everything they need to get started on their next sprint or project.

This template is designed to support teams new to Agile, as well as seasoned Agile organizations. Start with a refresher on Agile principles and agreements before moving into the kickoff proper. You’ll cover the project overview, set roles and responsibilities, set a timeline and define success criteria before closing with action items and a Q&A.

This team meeting agenda is one you’ll likely run with your Agile team again and again. Save time by reusing your session or making a template of your own. Include any variations or team rituals to ensure your team meeting is fit for purpose and successfully enables a smooth kickoff.

Download the Agile Kickoff Meeting Agenda – Word

Download the Agile Kickoff Meeting Agenda – PDF

Check out the template in SessionLab

Tips for running the Project Kickoff Meeting Agenda

For teams new to Agile, be sure to include the section outlining Agile principles. Got a team who knows how to run sprints and scrum meetings already? Give a brief reminder and jump in to scoping the project.
While the broad meeting objectives for an Agile kickoff don’t change from sprint to sprint, it’s always worth reiterating what is part of a kickoff session and what is not. Seasoned teams can sometimes wish to jump ahead on exciting projects and without alignment, this can get messy.
Add the dates for any key meetings or check-in points to your calendar . Choose a time that works for the majority of people on your team for your daily scrum meeting so you can easily update one another on progress made.
Detailed agendas like this benefit from an easy-to-understand structure and time-boxed sections . Use SessionLab’s Session Planner to set clear timings and stay in control of your agenda.

Training Session Agenda

A clear and organized training sessions helps ensure participants get the most out of the experience. In this training session agenda template , you’ll use find an easy to amend structure for a basic training session. The agenda is based on a learning framework designed by American educational theorist David Kolb which follows four steps:

Concrete experience , with room for practical, experiential activities;
Reflective observation , a time to debrief, form opinions on what the exercise revealed, and discuss them with others;
Abstract conceptualization , when it’s up to the trainer to offer models, theories and frameworks conducive to deeper understanding and, lastly
Active experimentation , in which participants are guided to begin applying new learnings to real-world situations.

Before you dive into delivering your experiential training materials, you’ll have space for an opening section designed to orient participants. At the end of the session, you’ll also find time to collect learnings (a key step in ensuring training material sticks!) and effectively close your training session. One common complaint of employee training is that the skills learned in a session rarely get applied after the trainer has left. This training agenda avoids this risk by including real-world examples, case studies, and giving participants time to reflect on what steps they will take, in practice, to apply what was presented at the training. Want to learn more? Explore our guide on how to design an engaging training session .

Download the Training Session Agenda – Word

Download the Training Session Agenda – PDF

Check out the meeting template in SessionLab

Tips for running the Training Session Agenda

Clarify expectations at the outset. The presence, attention and participation of meeting attendees is a key aspect of a successful training.
Don’t skip the debriefing. Giving participants time to reflect together and synthesize learnings can be when a topic truly comes to life and sticks.
Collect feedback. Especially if you plan on running future meetings, ask participants and co-facilitators for feedback and amend your program accordingly. Add notes to your SessionLab agenda during a training session so you don’t lose any insights.

Workshop Planning Agenda

A great workshop doesn’t happen without adequate preparation. In this series of client meetings, we outline a process that allows you go from an idea to a completed workshop. Paired with our guide on how to plan a workshop , it’s a great resource for practically making a workshop or more carefully orchestrated team meeting happen.

This series of meeting agendas is divided into five parts, each lasting an hour.

The first part, Sharing a vision , is an agenda for the first meeting with your client (and/or their team) to set clear expectations, get on the same page and start shaping the future workshop. You can also download a ready-to-use canvas to help support this important first meeting! The second part, Defining the agenda is the stage at which you will define your draft agenda using the information gathered in your previous meeting. For more information on agenda design, check out this post on how to design a workshop agenda!

The third part of this meeting agenda template, Refining the agenda , is about sharing your proposed agenda design and collecting feedback. In the fourth section, you’ll get ready for the day of the workshop by briefing the team , host and speakers. Finally, after the event is over, get together once again for a retrospective meeting focused on learning.

Download the Workshop Planning Agenda – Word

Download the Workshop Planning Agenda – PDF

Tips for running the Workshop Planning Agenda

Each step of this agenda has a clear set of action points and a checklist for what needs to be achieved by the end of each meeting. Add your own items to the session or the individual agenda items in order to stay on track and ensure you meet your goals.
When running recurring meetings or workshops, it can be helpful to know when each one is expected to transpire so you have a clear schedule for the entire project. Be sure to put each meeting or project stage into the calendar. SessionLab’s multi-day sessions feature can help you easily visualise an overview of connected series of meetings like this one. Note that this is a great place to keep meeting notes, too!
Workshop planning doesn’t need to be lonely! The success of your session can often be attributed to how thoroughly you and your stakeholders clarify the goals and collaborate at each stage of the way. Invite collaborators to co-design your agenda or try making what might have been a solo experience into a team meeting. The results will often be much better for it!

Retrospective Meeting Agenda

All projects and initiatives should be reflected upon and learned from. In this team meeting agenda template, you’ll take a group through an efficient project retrospective that will help you collect learnings, improve as a team and set clear next steps.

While this meeting agenda template is designed around the principles an Agile retrospective, it can be used for reflecting on any project or period of time, sprint or not!

Start by checking-in with the group and reiterating key facts and figures for your recently closed project. Next, lead the group through a process of reflecting on what happened at each stage of the project and recording feedback and insights.

After generating insights and identifying the root causes of things that went well and could be improved you’ll collaboratively decide what to do next time. Record takeaways and learnings and then close with a round of feedback and a final debrief.

Tips for running the Retrospective Meeting Agenda

Retrospectives should be run at the end of each project, quarter or initiative your team completes. Find a format that works for you and create a template so that you and your team can save time and effort running this important session.
Preparing key metrics and an overview of what was done to present at the beginning of a meeting is a key step. Even a single slide of useful information can help orient your team effectively.
Short on time? It can often be affective to ask each person to note what they liked, learned and lacked asynchronously in a Mural board or a virtual meeting tool like Team Retro.

Download the Retrospective Meeting Agenda – Word

Download the Retrospective Meeting Agenda – PDF

Online Event Agenda

Whether you’re running a formal meeting with a virtual audience or creating an informal networking session, an agenda helps you stay organized. This simple meeting agenda template is designed for anyone running an online session. It has space for presenters or speakers to share content, as well as blocks for general networking and breakout groups.

This agenda template begins with space to welcome attendees and introduce a guest speaker before moving into networking and a featured presentation. Add breakout rooms to the agenda in SessionLab to easily organize parallel discussions and tailor this session to your group.

Download the Online Event Agenda – Word

Download the Online Event Agenda – PDF

Tips for running this Online Event Agenda

Add presenter information or a script to your agenda template to take some of the pressure out of hosting . Even a few simple prompts can make it easy to present with confidence.
Keep all of your links and supporting materials in one place. Add the links to any Miro boards, slideshows or Mentimeter polls to the relevant point in your agenda. Scrambling to find the right link in front of your attendees isn’t fun! (See more best practices for virtual sessions in our guide on how to plan and run a virtual workshop .)
Invite co-presenters or facilitators to your session so they can stay in sync and have a clear idea of your running order . You might even share an online version of your agenda or meeting template with your audience members so they know what’s coming too.

A well crafted meeting agenda is an essential element of a successful meeting. Paired with effective meeting facilitation , using a team meeting agenda template can help you and your group achieve your goals and finish on time too! Whatever your purpose, we hope the agenda templates above serve as a useful starting point.

Remember that a structured meeting agenda template not only keeps the meeting on track but also sets the tone for a productive and meaningful gathering. Adapt and customize these agenda templates to suit your needs, attach the agenda to your calendar invites and refer to the agenda throughout your session to start hosting more efficient and engaging meetings.

Want to see more? You can explore our complete template collection to find inspiration or a proven process for your next workshop, meeting or training session.

Ready to start designing your own meeting template? Explore how SessionLab can help save you time and effort when designing your next agenda.

James Smart is Head of Content at SessionLab. He’s also a creative facilitator who has run workshops and designed courses for establishments like the National Centre for Writing, UK. He especially enjoys working with young people and empowering others in their creative practice.

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November Special: Business Transformation PPT Templates

Are your problem-solving meetings a waste of time? Make them more effective

August 24, 2017
Management , PowerPoint templates for download

Let’s face it: we’ve all been to business meetings, where at one moment we were lost and a bit ‘off’.

Poorly planned, badly timed and generally disorganized meetings can waste a team’s time and make a leader look unprofessional.

Having a predesigned business meeting template comes handy in such situations. You can adapt it to your meeting rules, and meeting topic checklist, to ensure effective flow of the meeting.

Based on my experience as a trainer and team leader, together with our chief designer, we created this Problem-solving Meeting Presentation Template for meetings with a goal to solve a specific challenge. The meetings that include brainstorming or another way of creative problem solving and that evaluate the new solution ideas.

Let’s go over and create your presentation for a productive business meeting together. (click on pictures below to see the source graphics).

1. Starting with a Meeting Title

Of course, you can start directly with the agenda or problem statement, but better to gather people’s attention and then move to important points.

2. Introduce Meeting Overview with Agenda Slide

problem-solving meeting agenda points list ppt

The agenda provides an overview of the meeting’s platform and lends structure to your planned discourse. An effective meeting agenda sets clear expectations for the meeting and helps your team members prepare their questions ahead of time.

Especially in the case of long meetings, it’s good to provide such an overview. For simple meeting structures with fewer than 4 points, this slide can be omitted. Or you can write the agenda on a flipchart only.

3. Show Meeting Goals and Key Focus Areas

problem-solving meetings goals key focus areas

Zig Ziglar, a famous American author, and motivational speaker. once said: “A goal properly set is halfway reached “. Without setting goals it is hard to see where the meeting is going. Those pre-designed slides will help you with this question.

4. Define What’s Your Problem to be Solved

problem-solving meetings challenge list details powerpoint slide

Now it is time to define the challenge you want to address, ‘hero of the occasion’. We made the first challenge slide an overall one, where you state the question and change the background image. Then challenges list and details go. If you break it into pieces, it is easier to see the big picture and find solutions.

5. Finding and Selecting Solutions

The section includes a brainstorming slide template with a place to put ideas, problems, and solutions template list, an evaluation table, which you can illustrate with icons, best results, and top outcomes slides.

6. Present an Implementation Plan

When a major challenge is defined and the best possible solutions are found, it’s time to implement them. However, the golden rule of project managers is setting SMART goals – your team has to be aware of the next steps and more important deadlines. When there are no deadlines, there is no real work.

You can check other ways to create a timeline here.

7. Don’t Forget Meeting Summary

Make a strong conclusion of the main outcomes, which will help the team members to remember the meeting results. Optionally you can add a contact information slide or some motivational call to action.

Vivid colors do not suit your style? See Monochrome Version

meeting template ppt business presentation

If you want to use less colorful slides, with only 1-2 colors, the meeting template is available also in such a version. You can easily adapt it to the brand colors if blue is not your color.

Why use this meeting template:

Transform your usual meetings into effective ones by visualizing goals, problems, key focus areas, and solutions
Keep track of your business meetings with an easily editable ppt template
Show meeting structure and flow, outline what topics will be discussed and in what order
Create lists, agendas, timelines, and outcome diagrams. Brainstorm, evaluate, and find solutions together with your team
Focus listeners’ attention by pointing to the key problems and attach attention to finding the best solutions
Make slides minutes before the meeting – template doesn’t require putting huge effort and time

Use only PowerPoint and your creativity 🙂 Alter the business meeting template as you want, everything depends on the meeting’s purpose and the needs of your business team.

The problem-solving meetings template includes editable PPT graphics:

22 slide layouts (meeting agenda, challenge definition, brainstorming section, meeting outcomes)
2 color versions – vivid colors and a decent monochromatic version
14 icons on meeting management: agenda, challenge, idea evaluation, strategy, plan

To get our Problem Solving Meeting Template presented above:

Do you miss any important parts of this problem-solving meetings presentation? Please, let me know in the comments.

infoDiagram Co-founder, Visual Communication Expert

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IMAGES

How to Run a Problem-Solving Meeting [+ Free Template]
Example Agenda For Problem Solving Meeting
MTSS: Problem-Solving Meeting Sample Agendas by Lifelong Education
22 Problem Solving Meeting Template Presentation Layouts PPT
Urgent Problem Solving Meeting
Example Agenda For Problem Solving Meeting

COMMENTS

How to Run an Effective Problem-Solving Meeting? [+Free Agenda]
A perfect example of a problem-solving session would be a scenario where a company's marketing team notices a sudden drop in website traffic, resulting in a decline in sales. To tackle this, they decided to have a problem-solving meeting. ... A Fail-Proof Problem-Solving Meeting Agenda. Here's a ready-to-use agenda for your next problem ...
How to Run a Problem-Solving Meeting
1 Analyze a situation and its causes. The first step to resolution is identifying the actual root cause of the issue at hand. The key word here is "root.". It may take some time to investigate the situation and learn that the "obvious" source of the issue is actually not causing the problem.
9 Efficient Meeting Agenda Examples and Free Templates
In this article, we'll explore several efficient meeting agenda examples that cater to various types of meetings. Part 1 Kick-Off Meeting Agenda Elements ... - Brainstorming session for problem-solving and finding solutions. - Encouragement of collaborative support and ideas. 5. Team Feedback and Discussion (10 minutes)
Problem Solving Meeting Agenda: 4 Effective Steps to Conduct a Problem
4-Step Process for a Problem Solving Meeting Agenda with This Problem-Solving Session Template (or Agenda). Step One: List and brainstorm every potential cause for the problem or challenge. We want to make sure that we solve any structural issues first. These might be open sales positions, known bugs in the software, issues with a supplier ...
Tips for Running Effective Problem-Solving Meetings
Problem-solving meetings can take stronger facilitation. Preparing for and running an effective problem-solving meeting would include first creating and distributing an agenda and any supporting information. This enables the team to come prepared (and let those invited know that you expect this preparation). Let's take a look at example agenda ...
10 Free Meeting Agenda Templates for Word, PDF, SessionLab
Whether you're running a team meeting, problem-solving session or innovation workshop, a well-structured meeting agenda template can make the difference between a successful session and one that wastes everyone's time. In this blog post, we'll explore ten meeting agenda examples that cater to various meeting types and objectives.
9 Meeting Agenda Examples To Help You Stay on Topic
Try our project brainstorming template. 5. Leadership team meeting agenda. An organization is only as good as its leaders, and even the top dogs need to meet now and then to keep their strategies aligned. Regular leadership meetings let you keep a pulse on strategic decisions, problem-solving, and progress.
7 meeting agenda examples + templates
Maximize your time with our 7 meeting agenda examples. Learn how to keep meetings focused and productive with templates and best practices. ... It focuses on updates, problem-solving, goal alignment, decision-making, and fostering collaboration across the team. In remote and hybrid settings, team meetings also present a valuable opportunity for ...
How to Conduct a Problem Solving Meeting + Free Agenda
However, conducting a problem solving meeting requires careful planning, facilitation, and an agenda that guides the discussions. In this guide, we will explore the key steps and strategies for conducting a successful problem-solving meeting. Additionally, we provide a free agenda template that can be customised to suit your specific needs.
How to Make Your Problem-Solving Meetings More Effective
1. Starting with a Meeting Title. Of course, you can start directly with the agenda or problem statement, but better to gather people's attention and then move to important points. 2. Introduce Meeting Overview with Agenda Slide. Meeting agenda slide example (it's possible to change the number of points).

How to Crack the Code of Your Problems with a Problem-Solving Meeting?

Get Appointment Booking Tips, Tricks, & Tutorials!

What is a Problem-Solving Meeting?

What is an Example of a Problem-Solving Meeting in the Workplace?

Who Would Benefit from a Problem-Solving Meeting?

A Fail-Proof Problem-Solving Meeting Agenda

Best Practices to Hold a Successful Problem-Solving Meeting

Keep it Small and Focused

Make Sure Everyone Participates

Decide on the Best Solution Collaboratively

Keep Your Focus Outward

Be Clear about Tasks

Follow Up and Keep Track

Transform Your Troubles into Triumphs!

Book appointments the Fluent Way!

10 Types of Meetings and Tips to Make the Most of Them Everytime!

Easiest Online Scheduling Tool – FluentBooking or Cal.com?

9 Efficient Meeting Agenda Examples and Free Templates

Part 1 Kick-Off Meeting Agenda Elements

Meeting Objectives

Project Overview

Roles and Responsibilities

Initial Questions and Concerns

Part 2 Kick-Off Meeting Agenda Example

Part 3 Weekly Team Meeting Agenda Elements

Upcoming Tasks

Challenges and Solutions

Team Feedback and Discussion

Action Items for Next Week

Part 4 Weekly Team Meeting Agenda Example

Part 5 Sales Strategy Meeting Agenda Elements

Sales Targets

Strategic Initiatives

Tactics and Approaches

Tool and Resource Needs

Closing Summary

Part 6 Sales Strategy Meeting Agenda Example

Part 7 Board Meeting Agenda Elements

Financial Report

Policy Review

Strategic Decisions

Executive Comments

Part 8 Board Meeting Agenda Example

Part 9 Client Onboarding Meeting Agenda Elements

Client’s Business Goals

Scope of Work

Timeline and Milestones

Communication Plan

Feedback and Next Steps

Part 10 Client Onboarding Meeting Agenda Example

Part 11 Annual General Meeting Agenda Elements

Financial Statement

Election of New Board Members

Forthcoming Year’s Strategy

Question and Answer Session

Part 12 Annual General Meeting Agenda Example

Part 13 Training Session Meeting Agenda Components

Training Content Overview

Interactive Activities

Evaluation and Feedback

Part 14 Training Session Meeting Agenda Example

Part 15 Effective Staff Meeting Agenda Examples

Frequently Asked Questions

Can you give me some pointers on how to solicit agenda items from attendees before a meeting?

What are some practical steps to writing a clear and professional meeting agenda?

Where can I find a free template for a meeting agenda that’s ready for use in Word format?

Problem Solving Meeting Agenda: 4 Effective Steps to Conduct a Problem Solving Session

4-Step Process for a Problem Solving Meeting Agenda with This Problem-Solving Session Template (or Agenda).

Additional Rhythm Systems Weekly Staff Meeting Resources:

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