Prioritize the topics based on their importance and relevance to the overall objectives.Ĭreate tasks in ClickUp to list the key discussion topics and assign them to the relevant team members.

This could include updates from department heads, project updates, financial reports, or any other critical topics that require attention. Identify the key discussion topicsīrainstorm the main discussion points that need to be covered during the meeting. Use the Goals feature in ClickUp to set specific objectives for the meeting and track progress.

Are you discussing strategic initiatives, reviewing financial performance, or making important decisions? Clearly outlining the purpose of the meeting will help keep everyone focused and ensure that the agenda covers all the necessary topics. Determine the meeting objectivesīefore the meeting, take some time to define the objectives and goals you want to achieve. Here are five steps to effectively use the Executive Leadership Meeting Agenda Template in ClickUp: 1.

Just open the doc, make a copy, and have your team leader fill it out.When it comes to executive leadership meetings, having a clear and organized agenda is crucial. People can come to the conversation prepared, meaning that you can use your limited time together efficiently, you can feel confident the meeting was productive, and you can more easily identify actionable next steps.Īnd lucky for you, we’ve created an agenda template you can fill out right now and that’ll save you time writing out your own. For one thing, it’s crucial documentation-by putting down in writing what you talked about and the decisions you made, you have something you can reference should anyone (including your boss) question your future decisions.Īnd for another thing, it helps even the most ragtag group of people stay organized and focused, while also holding them accountable. Or, you’ve sent out an email briefly outlining the point of that Tuesday meeting you just invited the entire company to.īut having a more in-depth, concrete layout for exactly how your meeting should and will go can be so incredibly useful. For example, maybe you’ve filled out the notes section of your calendar invite to let people know what documents they should reference. You’ve probably used something like this before, but in a less formal way. Any next steps you want to take after meeting.What you’ll talk about, who will talk about what, and how much time each topic will take to discuss.Why you’re meeting and any goals you want to accomplish.What you need to prepare beforehand or bring to the meeting.What is this magical concept, you ask? A document that covers the following items: Every single one of these problems could be solved with one simple thing: a meeting agenda. A meeting that ends up being a complete waste of time.ĭo I see everyone’s hands in the air? Thought so.A meeting that’s so disorganized you come out of it thinking, what just happened?.A meeting that runs over and forces you to either show up late to your next meeting, be unable to complete a project on time, or miss an after-work event.Raise your hand if you’ve found yourself in one of the following situations at work: By: Alyse Kalish for The Muse, Photo by Dylan Gillis on Unsplash

Leadership meeting agenda template