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Client Meeting Agenda Example

The document provides a template for a weekly team meeting agenda, outlining essential components such as date, time, attendees, and agenda items. It emphasizes the importance of communication and includes sections for individual updates and action items with assigned responsibilities. The template is designed to ensure clarity and organization during meetings.

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ZuniButt
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11 views

Client Meeting Agenda Example

The document provides a template for a weekly team meeting agenda, outlining essential components such as date, time, attendees, and agenda items. It emphasizes the importance of communication and includes sections for individual updates and action items with assigned responsibilities. The template is designed to ensure clarity and organization during meetings.

Uploaded by

ZuniButt
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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5.

MEETING AGENDA EXAMPLE


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

www.IronstoneCommunications.com • 800.917.8020 •

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