5 New Year Team Meeting Templates to Kick-Off 2024 on the Right Foot

During your new year team meeting, you and your team will discuss what went well in the last year.

A new year team meeting, also known as a “kickoff meeting,” is an occasion when you and your team start planning for the upcoming year. It’s not quite a typical team meeting — your team likely won’t leave with a mountain of meeting action items. New year team meetings focus more on conversations, brainstorming, critical thinking, and team building.

You’ll discuss what your team could do better in the new year and, more importantly, how to take these steps. You’ll also carve out some time to motivate your team members and connect them to one another via team-building activities.

Here are 5 new year meeting agenda templates to structure your meetings in 2024:

1. New Year Team Kick-Off Meeting Template
2. New Year Sales Kickoff Template
3. Long, Medium and Short-Term Goals Meeting Template
4. Strategic Planning Meeting Template
5. All-Hands Meeting Agenda Template

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

New Year Team Kick-Off Meeting Template

• Positive reflection — Reflect and identify what went well last year.
• Constructive reflection — Reflect and identify past mistakes as learning opportunities.
• New year — Using insights from the last two sections, reflect on which practices will be carried into the new year to create action items.

New Year Sales Kickoff Template

• Networking (1 hr) — Give your sales team some time to catch up. This can be over coffee, breakfast, or any other time.
• Year in review (30 min) — Summarize the past sales year in numbers, celebrate wins, highlight industry trends or discuss key changes within your organization.
• Internal speaker (45 min) — Have a member of your sales or marketing teams share a personal success story, provide a marketing update, or demonstrate a new product.
• Guest speaker (30 min) — Have a customer speak at this event to share their experience and expertise.
• Workshop (1 hr) — Run an interactive theme-based workspace, brainstorming sessions, or sales/product training.
• Team-building activity (45 min) — Organize a friendly competition group event such as a quiz, physical challenge, etc.
• Keynote or motivational guest speaker (1 hr) — Invite a keynote or motivational guest speaker to present to the team. Their presentation should tie to your theme in an inspirational or educational way.
• Guided breakout discussion (45 min) — Facilitate a roundtable discussion around your guest speaker’s presentation.
• Lighthearted company skit or video (30 min) — Share a motivating or funny team video.
• Wrap-up (30 min) — End your Sales Kickoff with encouraging words from the company CEO, or members of the leadership team.

Long, Medium and Short-Term Goals Meeting Template

• Short-Term Goals — List some short term goals.
• Medium-Term Goals — List some medium term goals.
• Long-Term Goals — List some long term goals.
• Action Items — What came out of this meeting? What are your next steps?

Strategic Planning Meeting Template

• Welcome — Why are we developing this plan? What is the time frame for this plan?
• Background statement — What information about your business is relevant to share?
• Vision, values and mission statement — Reflect on the company’s vision, values and mission statement to ensure the planning aligns with the company priorities.
• Problem statement — What is the problem we are trying to solve?
• SWOT analysis — Conduct a SWOT analysis to help formulate your strategy.
• Define goals — What are you hoping to achieve? How are you hoping to achieve it?
• Executive summary — Formulate a quick overview of your strategic plan.

All-Hands Meeting Agenda Template

• Business updates — Metrics and overall progress towards our goal.
• Wins & Shoutouts — Achievements, positive results — and the people behind them.
• Team spotlight — Presentations about new projects, features, or insights.
• Q&A — Ask Me Anything session.
• Reminders — Upcoming initiatives and deadlines.
• Action items — What came out of this meeting? What are your next steps?

Looking for more meeting agenda templates?

Check out these other articles:

• 5 Meeting Agenda Templates for Creative Out of the Box Meetings
• 10 Meeting Agenda Templates for Dynamic Design Teams
• 10 Meeting Agenda Templates for Lucrative Customer Success Teams

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.