Use This Meeting Agenda

Meetings without agendas are just expensive conversations. But you don’t need a formal document.

Here is a simple agenda can paste into any calendar invite or shared document:

1. Purpose: (1 sentence on why we are meeting)
2. Outcome: (What decision needs to be made by the end?)
3. Prep: (Link to any doc that must be read beforehand)

Example:

• Purpose: Review Q3 marketing budget variance.
• Outcome: Approve reallocation of $5k to paid search.
• Prep: Review [Budget Sheet] tab “Q3 Actuals”.

If you can’t fill this out, it may be time to cancel the meeting. You aren’t ready yet.