Design
Meeting Templates
The ultimate pack of customer success meeting agenda templates
A methodology for amazing meetings. Say goodbye to boring, long, and unproductive meetings.
Here you will find a variety of different design meeting agenda templates for a variety of different project or project types. These are ready-made agendas which can be scaled, edited, and customized for your needs.
Find the specific template you need and then view its template notes for high-level guidance. If you don't see what you need, check out our design meeting agenda templates guidelines for information that will help you create a custom template or modify an existing one.
Remember to save your design meeting agenda templates. You can can add them to your Hugo account, download them as Word docs, or make a copy as a Google Doc.
What is a design meeting?
Generally a design meeting is a coordination session between the project and design team and any respective stakeholders.
In other words, this is when you need to work together—in person or virtually—to resolve any differences about the overall look and feel of your project.
What kind of things are we talking about?
A product’s visual style: color palettes, typography, and imagery.
A product or service’s functionality: navigation, features, and interactions.
The feel of the overall experience: website elements design, including web pages and layouts.
How do I use a design meeting agenda to make sure we are all on the same page?
A design team meeting often brings in all of your stakeholders for your project or product idea. Now the key is to make sure your stakeholders know that this is not just an "art" meeting.
Explain why you’re having a design meeting and what purpose it serves for your project team.
Make sure that they feel comfortable with it. Do they want to attend? Do they need to be there? If a couple of them are busy, make sure that you rotate the schedule so that each of them gets along and understands what is going on.
Create a design meeting agenda template. Make sure to break it down into smaller chunks and give plenty of time for discussion. Remember that sometimes there will be things you need to agree on, such as what your color scheme will be, and in other cases you may need to make some general decisions but leave the final execution up to the designer.
The key here is to think about what your overall goals are for the meeting. Are you trying to reach consensus on the design of your project or product? You may need to get conflicting ideas and opinions out in the open, so that everyone is working toward an agreed-upon design solution.
Once you decide what those goals are, you can draw up a design meeting agenda template and keep track of all of your decisions throughout the course of the meeting.
Design meeting best practices:
Be clear on actin items. You should also make sure that you are clear about any actions that need to be done as a result of your design meeting. For example:
- Edit the style guide.
- Create the mockups.
Put all of these details on the design meeting agenda so that everyone is clear about what needs to happen next.
Keep notes front and center. This is a good habit to get into when running any meeting, but it’s particularly important for design meetings. There may be a lot of ideas thrown around, and it's important to be able to review all the feedback later.
Be realistic. It’s important to finish each step of the design process in a timely fashion so that you’re always on track to meet your project goals. To do that, you need to stay realistic about how long it's going to take. If you're not familiar with how long things take, have several product ideas in mind before the design meeting.
What is the purpose of a design meeting?
As with all meetings, it's a good idea to state the purpose of your design meeting up front so that everyone knows what you need to accomplish. The purpose might look something like this:
- Discuss the overall look and feel of your project or service. Discuss our various design options.
- Review how the design of your project or service support the marketing plan.
- Discuss website's navigation system. Are there any changes?
- Review site elements, such as web pages.
Scroll Down for More Design Meeting Agenda Templates
Design meetings are among the more unique types of meetings in any business, requiring more brainstorming and critique than meetings run by other teams. They’re often highly collaborative, with real concepts and prototypes taking center stage. But even if you know what project is going to be discussed, having an agenda for the meeting helps keep the meeting on track and moving forward.
Below is a selection of templates for the most common types of design-focused meetings. For more meeting agendas of all kinds, visit our whole library which includes 80+ agenda template examples. 👇
