Use this template for structured meetings in Team-X.
Date: [Date] Time: [Start Time] - [End Time] ([Duration] minutes) Location: [Conference Room / Video Call] Facilitator: [Name] Note Taker: [Name]
Required:
- [Name] — [Role]
- [Name] — [Role]
- [Name] — [Role]
Optional:
- [Name] — [Role]
- [Name] — [Role]
Apologies:
- [Name] — [Reason]
- [Primary objective — what will be accomplished]
- [Secondary objective]
- [Tertiary objective]
Success Criteria:
- [How we'll know objectives were met]
Facilitator: [Name]
- Welcome and introductions (if needed)
- Review agenda and timebox
- Set meeting norms ([e.g., no laptops, one conversation at a time])
- Confirm objectives
Owner: [Name]
Context: [Background information, why this is on the agenda]
Discussion:
- [Key point 1]
- [Key point 2]
- [Key point 3]
Desired Outcome: [What we want from this discussion]
Decision: [To be filled during meeting]
Owner: [Name]
Context: [Background information, why this is on the agenda]
Discussion:
- [Key point 1]
- [Key point 2]
- [Key point 3]
Desired Outcome: [What we want from this discussion]
Decision: [To be filled during meeting]
Owner: [Name]
Context: [Background information, why this is on the agenda]
Discussion:
- [Key point 1]
- [Key point 2]
- [Key point 3]
Desired Outcome: [What we want from this discussion]
Decision: [To be filled during meeting]
Facilitator: [Name]
Capture topics raised during meeting that are:
- Outside scope
- Require deeper discussion
- Better handled in a separate forum
Parking Lot Items:
| Topic | Raised By | Owner | Follow-up |
|---|---|---|---|
| [Topic 1] | [Name] | [Name] | [Action] |
| [Topic 2] | [Name] | [Name] | [Action] |
Facilitator: [Name]
Review all action items from meeting:
| Action | Owner | Due Date | Priority |
|---|---|---|---|
| [Action 1] | [Name] | [Date] | [High/Med/Low] |
| [Action 2] | [Name] | [Date] | [High/Med/Low] |
| [Action 3] | [Name] | [Date] | [High/Med/Low] |
Facilitator: [Name]
- Recap decisions made
- Confirm action items and owners
- Schedule follow-up meeting (if needed)
- Meeting feedback ([+1 / Δ / ? format])
Pre-read materials: [Attach documents or links]
Pre-meeting actions:
- [Action 1]
- [Action 2]
- [Action 3]
Questions to consider before meeting:
- [Question 1]
- [Question 2]
- [Question 3]
Ground Rules:
- [Ground rule 1 — e.g., One conversation at a time]
- [Ground rule 2 — e.g., Be concise]
- [Ground rule 3 — e.g., No laptops unless needed]
Decision-Making Framework:
- [How decisions will be made — consensus, majority vote, facilitator decides]
Note-Taking:
- [Link to shared doc or note-taking approach]
Within 24 hours:
- Distribute meeting notes to attendees
- Create tickets for action items (if applicable)
- Update project documentation (if decisions affect plans)
- Follow up on parking lot items
Within 1 week:
- Check progress on action items
- Schedule follow-up meeting (if needed)
[To be filled during meeting]
- [List who actually attended]
[Brief summary of what was discussed]
-
[Decision 1]
- Context: [Background]
- Decision: [What was decided]
- Rationale: [Why]
- Impact: [Who/what affected]
-
[Decision 2]
- Context: [Background]
- Decision: [What was decided]
- Rationale: [Why]
- Impact: [Who/what affected]
| Action | Owner | Due Date | Status |
|---|---|---|---|
| [Action 1] | [Name] | [Date] | [Open/Done] |
| [Action 2] | [Name] | [Date] | [Open/Done] |
| [Action 3] | [Name] | [Date] | [Open/Done] |
| Topic | Raised By | Owner | Follow-up Status |
|---|---|---|---|
| [Topic 1] | [Name] | [Name] | [Status] |
| [Topic 2] | [Name] | [Name] | [Status] |
Date: [Date] Time: [Time] Agenda: [Brief preview]
Select the type that matches your meeting:
- What I did yesterday
- What I'll do today
- Blockers I need help with
- Progress on goals
- Blockers and dependencies
- Upcoming work
- Process improvements
- What went well
- What didn't go well
- Action items for improvement
- Celebrate wins
- Review goals and requirements
- Decompose into tickets
- Estimate effort
- Assign ownership
- Timeline of events
- Root cause analysis
- Action items for prevention
- Lessons learned
- How are you doing?
- Progress and blockers
- Growth and development
- Feedback
Need more structure? See scenarios/04-cross-functional-collaboration.md for meeting examples.
Last updated: 2026-05-03