Engage and re-focus your leaders with this business meeting agenda sample template
Using templates in Fellow.app enables you to collaboratively prepare and edit notes, create tasks and integrate with 20+ apps.
Get this free template in FellowThis agenda example is a variation on our other management meeting templates that is calibrated to a monthly level of focus (rather than weekly or quarterly).
As with all good management meetings, begin by reviewing your key metrics to set the stage for the discussion. Then proceed to share critical updates. Usually, here, the CEO or department leader will provide a “State of the Union” type of update that covers all of the big picture happenings within the company.
The roundtable that follows is an opportunity for each manager to give their own updates, providing more detail and context to themes that may have been discussed in the company update previously. This is also a chance to ask other managers for help in solving challenges or unblocking your work.