4 meeting agendas and templates that are proven to drive strategic growth

We’ve all been in meetings that have lasted too long and achieved too little. Without a robust agenda or following any form of team meeting template, meetings can often end up with time wasted and productivity lost. Put an end to this with our meeting agendas and templates to drive your business’s strategic growth. 

Here we’ve broken down the four main types of meeting agendas and templates that help businesses grow. From daily standups to annual planning, our well-planned meetings help improve leadership and strategic growth for companies of all sizes. 

Daily standup meetings 

Daily standup meetings usually have the best intentions. These short, productive meetings can help managers keep track of their team’s progression, and flag anything that prevents them from doing their work. However, without a clear agenda in place, most daily meetings quickly dissolve into a meandering discussion.

A critical thing to remember when planning a daily standup meeting is that this is a time to focus on day-to-day operations, not a long-term strategy. These effective meetings operate on a more granular level, with a focus on the team’s daily objectives. This can help them follow the broader strategy set in quarterly and annual planning meetings. 

In these daily standup meetings, each member of the team will typically answer the following questions: 

  1. What did I achieve yesterday?
  2. What am I doing today? 
  3. Do I have everything I need for today’s work?

The overall goal of these meetings is to outline priorities, ensure everyone is on the same page and eliminate potential problems as efficiently as possible. It’s important to note that a daily standup meeting is not a status update meeting or a conversation starter. Each member of the team is usually only given between 30-90 seconds to pitch in, and meetings are kept to a maximum of 15 minutes.

Daily standup meetings happen at the same time in the same place each day. This repetition helps improve efficiencies and ensures team members develop a habit of providing valuable information in a concise and mannerly way. 

Monthly meetings

While daily standup meetings only need to cover a handful of essential points, monthly meetings require a bit more planning and foresight. Monthly meetings still focus on operations, they keep the business’s broader strategy in focus.

Monthly meetings are the place to give status updates and delve deeper into specific issues or challenges. Agenda items are usually shared prior to the meeting and are commonly grouped by their relevant strategic priorities within the business's broader strategy.

Just like daily standup meetings, monthly meetings take place on the same date of the month at the same time and in the same location and typically have a fixed agenda. This familiarity helps attendees understand what to discuss, providing them with valuable space for issues that aren’t suitable for daily meetings. 

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A monthly team meeting agenda template should focus on resolving points as quickly and efficiently as possible. Through healthy debate and shared understanding, these meetings should result in decisions being made with clearly communicated next steps and expectations. 

Quarterly planning meeting agendas

Moving away from frequent meetings, we leave behind the focus on routine operations and firmly fix our sights on broader, business strategy. These meetings typically last at least half a day. However, depending on the size and scope of the business’s strategic goals, quarterly planning meetings can last a full day or more. These can sometimes be combined with team strategy away days, and can often be paired well into team away day agenda ideas. 

These meetings are the right place to give status updates on broader strategic goals and include the input of the senior leadership and management team. It’s of critical importance that a quarterly planning meeting agenda is finalised and shared at least a week before the meeting. This gives all attendees adequate time to prepare. 

A dedicated minute taker is assigned to the meeting ahead of time. This person will take note of all discussions and decisions made, and will circulate the meeting minutes and resulting action items within 24 hours. If a business has more than fifty employees, a dedicated meeting manager might be appointed to help run all administrative aspects. 

A quarterly management meeting agenda will typically cover the following points: 

  1. Revisit original strategy
  2. Clarify business goals and objectives
  3. Review the past quarter’s developments concerning these goals
  4. Review targets and expectations for the following quarter 
  5. Set benchmarks
  6. Celebrate victories 
  7. Share key learnings 
  8. Create and commit to a 90-day plan for the forthcoming quarter 

Most quarterly meetings feature frequent breaks – usually 15-minute breaks every 90 minutes. These regular breaks can let team members chat about the meetings discussion topics, tackle hard issues and work collaboratively on solutions without wasting time during scheduled agenda discussions. These meetings should feel like a collective group effort rather than a tightly managed lecture. 

Annual planning meeting agendas 

The annual planning meeting is where a business will set out its grandest vision for the future. This is where the big discussions are had, and the even bigger decisions are made. For big businesses, annual planning meetings can often be a week-long event. This provides enough time for reporting, vision and mission setting, structural and organisational planning and broad-strokes strategy creation. 

While quarterly planning meetings often focus on the results of the past quarter, annual planning meetings focus much more on the future. That’s not to say that there’s not a place for reporting on the previous year. However, annual reports are usually circulated before the annual planning meeting – which focuses on moving forward based on the past year’s performance. 

As with quarterly meetings, annual planning meetings are often held off-site, prominently feature management and leadership and are often the most widely attended of meetings. As such, the annual strategy meeting agenda is finalised and distributed at least two weeks before the meeting. This gives all attendees, including leadership and management plenty of time to prepare. 

Many companies will consider annual planning as a purely leadership meeting. However, with a focused team meeting agenda, annual strategy planning meetings can be much more collaborative than board meetings. 

Whether you’re planning a shake-up of your daily meetings, need inspiration for monthly leadership team meetings or are trying to revamp your strategic planning process, this guide should have helped to shed light on the best meeting agendas and templates that are proven to drive strategic growth. 

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Your complete business toolkit

Rovva puts everything you need for your business in one place. From an accountancy helpline to a drop-in business lounge - we've got everything covered.