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Recurring Meeting Agenda and Notes

Daiana Kaplan

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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.

Daiana Kaplan

Senior Product Manager @ Smart Technologies (Lumio)

Certified Senior Product Manager with a background in UX design. Currently leading a product squad at Smart Technologies, the creators of the original classroom Smart Board, focusing on Lumio, our SaaS lesson delivery platform. As a passionate Miro evangelist, I love transforming chaos into structured ideas through stickies and interactive workshops.


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