6 Business Meeting Agenda Templates To Streamline Your Corporate Discussions

Learn how to plan and execute your next business meeting effectively for maximum productivity and success with these meeting templates.

Business meetings are formal gatherings where individuals within an organization come together to discuss and address various aspects of their work, make decisions, share information, and collaborate on projects. These meetings serve as a platform for communication, problem-solving, and strategic planning. They can occur regularly or on an ad-hoc basis, involving participants from different levels and departments.

Business meetings foster team collaboration, ensuring alignment on goals and objectives, facilitating decision-making processes, enhancing communication, and promoting a sense of unity and shared purpose among team members. Overall, effective business meetings play a crucial role in driving organizational success by providing a structured forum for exchanging ideas and coordinating efforts.

Explore these 6 meeting agenda templates to transform your upcoming business meeting into a significant success!

1. Business Acquisition Inquiry Meeting Template
2. Simple Business Meeting Agenda
3. Creating a Business Budget Template
4. Monthly Business Plan Review Template
5. Sales Quarterly Business Review Meeting Template
6. Leadership Team Meeting Agenda Template

🌟 Pro Tip: try our meeting agenda app to create, customize, and save your own templates.

Business Acquisition Inquiry Meeting Template

• 👋 Introduction — Start with a brief introduction and round table of those attending the meeting.
• 💸 Selling — Discuss some questions about selling the business.
• 🏢 Business — Discuss some questions about the business.
• ✅ Action items — What are the next steps? What are the action items?

Simple Business Meeting Agenda

• Introductions — Welcome to the meeting! Introductions if necessary.
• Topic 1 — Description or thought-provoking question about topic #1.
• Topic 2 — Description or thought-provoking question about topic #2.
• Topic 3 — Description or thought-provoking question about topic #3.
• Topic 4 — Description or thought-provoking question about topic #4.
• Action items — What came out of this meeting? What are your next steps?

Creating a Business Budget Template

• Estimated revenue — Create an estimate of what we expect to make based on previous numbers and projections.
• Fixed costs — List the consistent business costs.
• Variable costs — List the variable costs.
• One-off costs — List some one-off costs that may arise.
• Profit — Plan out how much profit you plan to make.
• Budget — Summarize the above and see where the business budget stands.

Monthly Business Plan Review Template

• Review financial statements — Let’s review some of our monthly financial statements.
• Review the budget — Are we staying within our budget, what is the financial forecast for the upcoming months?
• Upcoming projects — Large projects and initiatives coming up that we should have visibility on.
• Long-term goals and strategy — Review the business’ strategy and goals to ensure they still align with the business model, modify if necessary.
• Issues and resolution — Bring forward any issues or potential roadblocks so we can get ahead of the problem.

Sales Quarterly Business Review Meeting Template

• Intro Q&A — What would you like to know?
• Previous quarter — Efforts: What sales activities did the team participate in? Results: What were the results of those activities?
• Learnings — What did we learn over the last period? How we will change the process moving forward based on those lessons?
• Next quarter — Initiatives: What will you be doing in the next quarter? (Attending events, channel improvements, etc.), Forecast: Leads in the pipeline, new meetings, stretch goals, etc.
• Outro Q&A — What have we not answered yet?
• Action items — What came out of this meeting? What are the next steps?

Leadership Team Meeting Agenda Template

• Updates — News and announcements.
• Wins — Share recent victories and positive news.
• Metrics — Quarterly priorities and their progress.
• Roadblocks — Any challenges/concerns?
• Feedback — Recognition and suggestions for improvement
• Action items — What came out of this meeting? What are your next steps?
• Notepad — Anything else to write down?

Looking for more meeting agenda templates?

Check out these other articles:

• 5 All Hands Meeting Agenda Templates to Foster Collaboration
• 7 Performance Review Meetings Agenda Templates for Effective Team Performance
• 9 Meeting Agenda Templates for Chief Operating Officers

Or view the entire Fellow meeting template library on our website. In Fellow, the free templates are 100% customizable! Each person can add to and collaborate on the agenda. Plus Fellow has built-in automations to automate some aspects of your meeting workflow.