Meeting agenda templates are a great way to apply instant structure to your meeting notes. Typically, meeting templates contain several headings such as "Learnings", "Blockers", and "Next Steps". These make it easy to organize your discussion topics into an efficient and easy to digest format.
As a meeting organizer, saving and reusing the same meeting agenda template will build the habit of meeting preparation across your team, and everyone will know exactly what needs to be prepared. This ensures that the most important and relevant things are discussed at every meeting. And instead of typing out the same format week after week, the template can be automatically applied to your meeting and save you time.
By using a meeting management software like Fellow, it's easy to integrate the best practice of using meeting templates into your meeting workflow.
How to take up these best practices with Fellow
Depending on how deep you're wanting to dive, here are some Template How-Tos:
Apply a template
To apply a template, go to the meeting note and click on the three dot drop down in the upper right hand corner of the note. Then select Apply a template.
This will open up a window where you can select one of Fellow's templates, one specific to your company, or even one that you've created yourself.
Set templates for recurring meetings
To build that consistency, it's great to use the same template for recurring meetings. To do this, click Apply Template then choose the template and check off the Use this template for future notes option at the bottom.
That way you can have custom templates for specific meeting types that automatically get applied. For instance, you can have a specific template for Sales meetings, another for All Hands, and a third for Daily Standups.
You can check that this is set up by clicking on More Actions --> Stream Settings in the upper right hand corner of the stream.
Create your own templates
There are three main use cases for creating templates:
For all those cases, you'll likely end up on a page similar to this. On the right hand side you can type and format exactly like you would in any other note.
Be sure to add a title and save the template!
Note: be careful not to mistakenly save specific meeting talking points as part of your template
Configure custom Sections
Boost your meeting templates by adding Sections - special headers for parts of an agenda that need to be filled out by one or more meeting participants in advance of the meeting. With Sections, the meeting organizer can set up notifications to be sent out in advance of the meeting to encourage team members to fill out those parts of the agenda.
Include these Sections as part of your meeting agenda templates is a great way to encourage meeting preparation and set up for a successful meeting!
Don't worry if you're not in love with a template, you can edit and change templates whenever you want.
To do that, navigate to the template section and pick the template that you want to edit. Then select More actions --> Edit template. Start editing and don't forget to save!
If you are editing a template directly in a note, then you'll need to press Preview then Edit in the bottom corner
In the need of some template inspiration? Check out our template gallery