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MEETING AGENDA SAMPLE
Meetings ensure a constant flow and monitoring of effective communication. Use a template like the one below to keep everyone
on the same page and to clarify the objectives. The fields in red are for you to modify.
MEETING AGENDA
Date: 01/24/00
Time: 9:00 – 10: 30 am
Recurring: Every Monday
Type of meeting: Weekly team meeting Facilitator: Person running meeting
Timekeeper: Person keeping time Minutes/Notes taker: Could be same as timekeeper
Attendees: All in attendance
AGENDA ITEMS:
• Review last week minutes
• Outstanding items: (Must be submitted by Friday at noon to be on agenda)
o
Segmentation project
• New items: (Must be submitted by Friday at noon to be on agenda)
o
Implementation training after tax season
• Individual updates
• Review current week’s calendar
• Review next week’s calendar
INDIVIDUAL UPDATES:
Attendee 1 – capture crucial information in this space such as client updates, vacation schedule, conference attendance
IMPLEMENTATION
Action Item Person responsible Deadline
Junxure project John 01/31/00