Recurring Meeting Agenda and Notes

Template Overview

Designed for recurring weekly, bi-weekly or monthly calls. Complicated agenda templates often get abandoned. Use this simple template to keep track of all topics discussed, meeting notes and action items.

Step 1: Before the call

Throughout the week, members can add agenda topics as they come up, labeled as "To Discuss"

Step 2: During the call

• Review each agenda item during the call occurrence

• Add notes in the "Meeting Notes" area

• If a meeting topic leads to an action item, change the "Status" column to "To Do" and it will appear in the "Action Items" list

• Once discussed, mark the "Discussed?" column to "Covered"

Step 3: Archive

When the "Covered" group in the agenda begins to get too long, mark the "Discussed?" section as "Archive" to hide it from the list.