A useful agenda lists each topic with an owner, a time limit and what the group needs to leave with: a decision, an update or a plan. Send it a day ahead so people come prepared, and use it as the skeleton for your notes.
| Item | Owner | Time | What we need to leave with |
|---|---|---|---|
| Review open action items | 5 min | ||
| Action items read-back | Notes taker | 3 min | Every item has one owner and a date |
Date, time and place
One sentence.
| Who | What | By when |
|---|---|---|
| Item | Owner | Time | What we need to leave with |
|---|---|---|---|
| Open action items: A2 onboarding checklist, A3 offsite venue, A4 pricing page | Priya | 6 min | Status and evidence for each |
| What is the most we will spend on the offsite? | Maya | 8 min | A budget cap, so Daniel can pay the deposit |
| Round of updates | Everyone | 8 min | One line each |
| Harbor & Pine: what if Dr. Hollis asks for changes after v4? | Priya | 5 min | An agreed answer before the client asks |
| New action items read-back | Priya | 3 min | Every item has one owner and a date |
Tuesday, November 3, 2026, 10:00 to 10:30, studio meeting room and video link.
Juniper & Rye Bakery (a fictional sample) used the simple version for a 30-minute meeting at the back table after the lunch rush. Why we're meeting: settle the holiday preorder menu, cutoff and pickup days so orders can open on Monday, November 9. Three things were decided; three were not, and the notes say so:
Download the .docx with the Word button above, or copy the template and paste it into a blank Word document. Then:
Click Copy template, open a blank Google Doc and paste; the headings and table come with it. Then: