MEETING AGENDA Date: Time: Recurring: Every Monday Type of meeting: Weekly team meeting Facilitator: Person running meeting Timekeeper: Person keeping time Minutes/Notes taker: Could be same as timekeeper Attendees: All in attendance AGENDA ITEMS: • Review last week minutes • Outstanding items: (Must be submitted by Friday at noon to be on agenda) o Segmentation project • New items: (Must be submitted by Friday at noon to be on agenda) o Implementation training after tax season • Individual updates • Review current week’s calendar • Review next week’s calendar INDIVIDUAL UPDATES: Attendee 1 – capture crucial information in this space such as client updates, vacation schedule, conference attendance IMPLEMENTATION Action Item Junxure project Person responsible Deadline • MEETING AGENDA TEMPLATE MEETING AGENDA Date: Time: Recurring: Type of meeting: Facilitator: Timekeeper: Minutes/Notes taker: Attendees: AGENDA ITEMS: • Review last week minutes • Outstanding items: o o • New items: o o • Individual updates • Review current week’s calendar • Review next week’s calendar INDIVIDUAL UPDATES: IMPLEMENTATION Action Item Person responsible
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