A clear plan for
your next meeting.
Six editable agendas for the conversations you have most often. Choose a goal, start with a realistic time budget and leave with next steps people can act on.
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No account or paid AI API required. Downloads are created in your browser.
Choose a starting point.
Each template includes a goal, preparation prompts and a timed agenda. Open it in the meeting workspace, or download a file to use elsewhere.
6 templates available
Weekly team check-in
Goal: Agree on the next week's priorities and unblock work that needs a decision.
Before you meet: Share progress before the meeting. Bring one blocker or decision that needs the group.
- 5 min — Confirm the goal and review open actions
- 10 min — Discuss blockers and decisions, not every status update
- 10 min — Agree on the next week's priorities
- 5 min — Confirm owners, due dates and the next check-in
Client discovery
Goal: Understand the problem, success criteria and constraints before proposing a solution.
Before you meet: Ask attendees to bring the current workflow, the main pain point and one example of a useful outcome.
- 5 min — Introductions and desired outcome
- 10 min — Understand the current process and problem
- 10 min — Define success and how it could be measured
- 15 min — Discuss scope, constraints, dependencies and unanswered questions
- 5 min — Agree on the next step and who owns it
Research interview
Goal: Learn from a person's actual experience without steering them toward a preferred answer.
Before you meet: Choose a learning goal and a few open questions. Ask permission before recording.
- 5 min — Explain the purpose and confirm participation
- 25 min — Ask open questions about a recent real example
- 10 min — Clarify details and explore surprises
- 5 min — Summarize what you heard and explain the next step
Project kickoff
Goal: Establish a shared outcome, scope, responsibilities and first milestone.
Before you meet: Circulate the brief and known constraints. Invite the people responsible for decisions and delivery.
- 10 min — Why the project matters and what success means
- 15 min — Confirm scope and exclusions
- 15 min — Map responsibilities, decisions and dependencies
- 10 min — Review risks and the first milestone
- 10 min — Agree on first actions and the communication rhythm
Team retrospective
Goal: Choose one practical improvement to try before the next review.
Before you meet: Ask everyone to note what helped, what slowed work down and what they would change.
- 5 min — Set a constructive goal and discussion ground rules
- 10 min — Gather what helped and what caused friction
- 10 min — Group themes and choose the most useful one
- 15 min — Design a small improvement experiment
- 5 min — Name an owner, review date and signal of success
One-to-one check-in
Goal: Understand what needs attention and agree on a useful next step.
Before you meet: Let both people add topics. Choose a private setting and avoid storing sensitive personal details on a shared device.
- 5 min — Check in and choose the most useful topic
- 10 min — Discuss challenges, support and priorities
- 10 min — Explore feedback or a development goal
- 5 min — Agree on next steps and what to revisit
These are starting points, not fixed rules. Adjust the timing and invite only the people needed. Opening a template starts a fresh workspace; saved device drafts are not overwritten.
Give the meeting one useful outcome.
Replace “talk about the project” with a result you can recognize: choose the next milestone, resolve a blocker or agree on the scope. If everyone only needs an update, a written note may be enough.
- Name the outcome. Put it at the top of the agenda so people can prepare for the same conversation.
- Choose the people. Include whoever has the context, makes the decision or will own the work.
- Share the preparation. Send the brief, questions or progress notes before the meeting.
- Set a time budget. Use the template’s suggested minutes as a starting point, then adjust for the task.
Use the meeting cost calculator to see the combined time cost of the group, or the deadline calculator to plan a follow-up date.
Capture decisions separately from discussion.
A discussion explains how you got there. A decision says what the group agreed to do. Record both clearly, then turn each next step into an action with an owner and a due date.
Vague: “Follow up on the proposal.”
Useful: “Maya sends the revised two-page proposal to the client by Friday. It includes the agreed scope and delivery assumptions.”
Use the workspace timer to keep the agenda visible, but pause it when the conversation needs more space. Finish by reading back the decisions and checking that each owner understands their action.
Read the action-item guide → · Understand transcripts and summaries →
Make the next step easy to find.
Share a short recap: the outcome, key decisions, open questions and actions. Keep the full notes available for context. If the group agrees, include a review date so unfinished work has a clear place to return.
- Export what you need. Use Markdown or text for the recap, CSV for the action list and JSON for a restorable workspace backup.
- Keep dates visible. The workspace can export dated open actions as an ICS calendar file. Import it into your calendar; it does not create a live sync.
- Keep a backup. Browser drafts are local and unencrypted. Avoid saving sensitive notes on shared devices, and download a backup when you need a durable copy.
A few practical answers.
Can I edit the timing and agenda?
Yes. Open a template in the meeting workspace and change the title, goal, agenda, notes and timer duration. Templates are starting points, not fixed rules.
What can I do with the downloaded files?
Open Markdown agendas in a text editor or a compatible notes app. Restore a JSON workspace through the meeting workspace’s backup import control, then review the confirmation before replacing current notes.
Will using a template overwrite a saved meeting?
Saved device drafts are kept. Choosing another template in an existing workspace keeps an agenda that already has content. Start a blank meeting when you want a different agenda.
Does Registered AI upload my meeting notes?
The toolkit does not upload your inputs. Optional drafts stay in this browser and downloaded files stay on your device. The site still uses its normal hosting, analytics and advertising services; read the Privacy Policy for site data practices.
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