Project Toolkit
Meeting Agenda
Planning effective project meetings with clear agendas, defined objectives, and structured discussions to maximise meeting productivity.
Meeting Agenda
A well-structured meeting agenda ensures meetings are focused, productive, and deliver their intended outcomes. This guide covers agenda planning for common project meetings.
Purpose
Effective agendas:
- Set clear meeting objectives
- Focus discussion on key topics
- Allocate appropriate time
- Enable preparation
- Improve meeting outcomes
- Respect participants’ time
Common Project Meetings
| Meeting Type | Purpose | Frequency |
|---|---|---|
| Project Board | Governance, decisions | Monthly |
| Status Meeting | Progress review | Weekly |
| Stand-up | Daily coordination | Daily |
| Planning | Create/review plans | As needed |
| Review/Gate | Milestone approval | At gates |
| Retrospective | Continuous improvement | End of iteration |
| Kick-off | Launch project/phase | Start of project |
| Stakeholder | Engagement, updates | As needed |
Agenda Structure
Essential Elements
| Element | Description |
|---|---|
| Meeting details | Title, date, time, location |
| Objective | What the meeting will achieve |
| Attendees | Required and optional |
| Pre-reading | Materials to review beforehand |
| Agenda items | Topics with times and owners |
| AOB | Any other business |
| Next meeting | Date of next session |
Agenda Item Structure
| Field | Purpose |
|---|---|
| Topic | What will be discussed |
| Owner | Who will lead this item |
| Time | Allocated duration |
| Type | Information, discussion, decision |
| Pre-reading | Materials needed |
Meeting Agenda Template
Header
| Field | Content |
|---|---|
| Meeting | Project Status Meeting |
| Project | Customer Portal Enhancement |
| Date | Monday 20 January 2026 |
| Time | 10:00 - 11:00 |
| Location | Conference Room B / Teams |
| Chair | John Smith (PM) |
| Scribe | Jane Doe |
Objective
Review project progress, address issues, and confirm priorities for the coming week.
Attendees
| Name | Role | Required |
|---|---|---|
| John Smith | Project Manager | Yes |
| Sarah Williams | Sponsor | Optional |
| Mike Brown | Tech Lead | Yes |
| Carol Jones | BA | Yes |
| Dave Taylor | QA Lead | Yes |
Pre-Reading
| Document | Location |
|---|---|
| Status Report | [Link to report] |
| Risk Register | [Link to register] |
| Action Log | [Link to log] |
Agenda Items
Standard Agenda Format
| # | Time | Item | Owner | Type |
|---|---|---|---|---|
| 1 | 10:00 (5 min) | Welcome & Review Actions | Chair | Review |
| 2 | 10:05 (15 min) | Progress Update | PM | Information |
| 3 | 10:20 (15 min) | Issues & Risks | Team | Discussion |
| 4 | 10:35 (10 min) | Decision: Vendor Selection | PM | Decision |
| 5 | 10:45 (10 min) | Next Week Priorities | Team | Discussion |
| 6 | 10:55 (5 min) | AOB & Actions | Chair | Review |
Agenda Templates by Meeting Type
Project Board Meeting
| # | Time | Item | Owner |
|---|---|---|---|
| 1 | 5 min | Apologies & Minutes | Chair |
| 2 | 10 min | Project Status Summary | PM |
| 3 | 10 min | Financial Update | PM |
| 4 | 10 min | Risk & Issues Review | PM |
| 5 | 15 min | Key Decisions Required | PM |
| 6 | 5 min | AOB & Next Meeting | Chair |
Weekly Status Meeting
| # | Time | Item | Owner |
|---|---|---|---|
| 1 | 5 min | Review Actions | PM |
| 2 | 15 min | Progress by Workstream | Leads |
| 3 | 10 min | Issues & Blockers | Team |
| 4 | 10 min | Risks & Changes | PM |
| 5 | 5 min | Priorities for Next Week | PM |
| 6 | 5 min | Actions & Close | PM |
Daily Stand-up
| # | Time | Item |
|---|---|---|
| 1 | 2 min | What I did yesterday |
| 2 | 2 min | What I’m doing today |
| 3 | 1 min | Any blockers |
Total: 15 minutes
Kick-off Meeting
| # | Time | Item | Owner |
|---|---|---|---|
| 1 | 10 min | Welcome & Introductions | Sponsor |
| 2 | 15 min | Project Overview & Objectives | PM |
| 3 | 10 min | Scope & Deliverables | PM |
| 4 | 10 min | Timeline & Milestones | PM |
| 5 | 10 min | Team & Roles | PM |
| 6 | 10 min | Ways of Working | PM |
| 7 | 10 min | Risks & Assumptions | PM |
| 8 | 10 min | Q&A | All |
| 9 | 5 min | Next Steps | PM |
Stage Gate Review
| # | Time | Item | Owner |
|---|---|---|---|
| 1 | 5 min | Welcome & Purpose | Chair |
| 2 | 15 min | Stage Summary & Achievements | PM |
| 3 | 10 min | Performance vs Plan | PM |
| 4 | 10 min | Quality & Risks | PM |
| 5 | 10 min | Next Stage Plan | PM |
| 6 | 15 min | Q&A & Discussion | All |
| 7 | 10 min | Decision | Board |
| 8 | 5 min | Actions & Close | Chair |
Retrospective
| # | Time | Item | Owner |
|---|---|---|---|
| 1 | 5 min | Check-in | Facilitator |
| 2 | 15 min | What Went Well | Team |
| 3 | 15 min | What Could Improve | Team |
| 4 | 15 min | Actions & Owners | Team |
| 5 | 5 min | Close & Feedback | Facilitator |
Time Allocation
Agenda Item Types
| Type | Description | Time Guidance |
|---|---|---|
| Information | One-way update | 5-10 min |
| Discussion | Two-way dialogue | 10-20 min |
| Decision | Resolution required | 10-15 min |
| Review | Check previous items | 5 min |
| Planning | Collaborative planning | 15-30 min |
Time Management Tips
| Tip | Rationale |
|---|---|
| Add buffer time | Discussions often overrun |
| Front-load decisions | Tackle when energy high |
| Limit information items | Can be shared in writing |
| Time-box strictly | Respect everyone’s time |
| Use parking lot | Defer off-topic items |
Meeting Effectiveness
Before the Meeting
| Activity | Owner |
|---|---|
| Send agenda 24+ hours ahead | Chair |
| Distribute pre-reading | Item owners |
| Confirm attendee availability | Chair |
| Prepare any presentations | Item owners |
| Book room/technology | Organiser |
During the Meeting
| Activity | Owner |
|---|---|
| Start on time | Chair |
| Review objectives | Chair |
| Stick to agenda | Chair |
| Capture actions | Scribe |
| Manage time | Chair |
| Summarise decisions | Chair |
After the Meeting
| Activity | Timing | Owner |
|---|---|---|
| Distribute minutes | Within 24 hours | Scribe |
| Assign actions | Immediately | Chair |
| Follow up on actions | Before next meeting | PM |
| Update registers | As appropriate | PM |
Virtual Meeting Considerations
Agenda Adjustments
| Adjustment | Rationale |
|---|---|
| Shorter meetings | Screen fatigue |
| More frequent breaks | Every 45 minutes |
| Interactive elements | Maintain engagement |
| Technology buffer | Join early, test |
| Visual agenda | Share on screen |
Engagement Techniques
| Technique | When to Use |
|---|---|
| Round-robin check-in | Meeting start |
| Named contributions | When seeking input |
| Chat for questions | Continuous |
| Polls for decisions | Quick consensus |
| Cameras on | Throughout |
Decision Items
Preparing Decision Items
| Element | Content |
|---|---|
| Decision required | Clear statement |
| Background | Context and rationale |
| Options | Choices available |
| Recommendation | Preferred option |
| Implications | Impact of decision |
Decision Recording
| Field | Content |
|---|---|
| Decision | What was decided |
| Date | When decided |
| Decision maker | Who decided |
| Rationale | Why this option |
| Actions | What follows |
Action Items
Action Item Format
| Field | Content |
|---|---|
| Action | What needs to be done |
| Owner | Single accountable person |
| Due date | Specific deadline |
| Status | Open/In Progress/Complete |
SMART Actions
| Element | Example |
|---|---|
| Specific | “Update risk register” not “Look at risks” |
| Measurable | Clear completion criteria |
| Assignable | Single named owner |
| Realistic | Achievable by due date |
| Time-bound | Specific deadline |
Common Issues
| Issue | Prevention |
|---|---|
| No agenda | Always circulate agenda |
| Too long | Time-box ruthlessly |
| Off-topic | Use parking lot |
| No decisions | Clear decision items |
| No follow-up | Track actions |
| Wrong attendees | Review attendee list |
| Late starts | Start on time regardless |
Meeting Agenda Checklist
Planning
- Meeting objective clear?
- Right attendees invited?
- Agenda items identified?
- Time allocated to items?
- Item owners assigned?
- Pre-reading identified?
- Room/technology booked?
Preparation
- Agenda sent 24+ hours ahead?
- Pre-reading distributed?
- Attendees confirmed?
- Materials prepared?
- Technology tested?
During
- Started on time?
- Objectives reviewed?
- Time managed?
- Actions captured?
- Decisions recorded?
- Next meeting confirmed?
After
- Minutes distributed?
- Actions assigned?
- Decisions communicated?
- Follow-up scheduled?
Related Resources
- Meeting Minutes - Recording meetings
- Decision Log - Tracking decisions
- Action Tracker - Managing actions
- Workshop Planner - Workshop facilitation
- Communication Plan - Communication planning
Last updated: 13 January 2026
Themes
Communication
Governance