Effective Monthly Manager Meeting Agenda Templates

Monthly meetings are essential to ensure that everyone in a business is on the same page. Employees can stay informed and aligned with the company’s goals by discussing key topics and updates during these meetings. And to ensure your discussion is as productive as possible, it’s always best to have a monthly manager meeting agenda in place.

If you’re not familiar with making meeting agendas, don’t worry. This article will discuss all the basics of a meeting agenda, including its importance and key tips for preparing one. Not only that, but we’ve also included some great agenda templates that you can refer to.

The Importance of Having a Meeting Agenda

Why should you worry about preparing an agenda when you can just wing it? The answer is simple: Meetings with agendas promote efficiency and more productive outcomes.

A meeting agenda can keep your meeting organized by outlining all the necessary topics to be covered. It will also help you stick to your schedule by planning the necessary time allotment for each topic.

Some other benefits of having an agenda include the following:

  •  An agenda ensures that everyone is on the same page going into a meeting and knows what to expect. It also helps give them clarity about the meeting objectives.
  • Having an agenda keeps meetings concise and organized – it’s easier to stay focused when each participant knows what topic will be discussed next. 
  • An agenda can help ensure that all essential topics are covered during a meeting. If something isn’t mentioned on the agenda, it may get overlooked or pushed down in priority.
A large team having a meeting while seated across a long office table.
Photo by Christina @ wocintechchat.com on Unsplash

Tips For Preparing Your Agenda

Establish the meeting type

Not informing your team about what kind of meeting they will be attending can cause confusion. Make sure everyone knows what the meeting is about, so they can better prepare for it.

Meetings can have several types, including:

  • Team meeting: This is also referred to as a staff meeting. It’s an excellent opportunity for a team to discuss upcoming projects and plan the next few weeks.
  • Board meetings: These meetings are typically held at regular intervals to review company performance and policy issues.
  • Executive session: Regularly held by board members before their board meetings
  • Regular meetings: Meetings that repeat regularly on a weekly, weekly, or monthly basis
  • Project kickoff meeting: Each new project requires a team to learn its objectives, deliverables, and timelines.
  • Brainstorming meeting: An excellent opportunity to flesh out new ideas from your teams
  • Onboarding meeting: A meeting to ensure new hires understand their professional roles and the company’s expectations.

State the objective of the meeting

What are the reasons you want to meet with your team? Is it to give them updates on a project? Do you need their feedback on something? Whatever it is, you must state it in your agenda.

This can give your team a good heads-up on what’s coming their way. And they can then bring any necessary documents or information to the meeting.

Identify specific meeting topics.

Make a list of topics you want your team to cover once you have a clear meeting goal. It would be best if you chose relevant topics that affect everyone in the meeting. This way, all your team members will be more willing to participate.

Allocate time to discuss each topic

Meetings can only be productive when you have a schedule in place.

It is essential to allocate a certain amount of time to discuss each meeting topic. This way, you won’t stray to irrelevant topics or spend all your time on the same topic.

Using a consent agenda is another time-saving strategy in your meetings. Consent agendas aggregate recurring discussion topics into one item that can easily be crossed off. These measures will ensure that your meetings do not waste time.

Include a list of necessary documents

To make the meeting more productive, you may share all project documents with your team before the meeting. As you would have done back in school, this would be a good pre-reading activity. This way, each participant can contribute to the discussion, and they can make more valuable suggestions.

Monthly Manager Meeting Agenda Examples

Example 1

Design Team Meeting



[Meeting Participants]

Meeting’s Purpose:

  • Create a new website page for product testimonials


a. Before the meeting:

  • Attendees must review the document on product testimonials

b. Discussion topics:

  • Review product testimonials document (10 min)
  • Present the content to be included on the web page (10 minutes, @Name)
  • Share sample designs for the web page (15 min, @Name)
  • Contribute suggestions and vote on the website design (10 minutes)

c. Action items:

  • Create a timeline for design deliverables
  • Share the first cut of the web page design
  • Schedule a second meeting to finalize the design

Example 2


  • Icebreaker
  • Welcome message from the founder or CEO

General business updates

  • Include data, key metrics, last month’s numbers, and progress toward goals.

Project updates by all team leads

  • The team leader should have enough time (5-10 minutes) to provide updates and vital information. This can include project progress, schedule, insights, or data so that everyone understands the overall status and goals.

Employee or team shout-outs and wins

  • Identify and recognize successes and wins of employees or teams.
  • Also, this can be a great time to welcome new hires or celebrate those who have been with you for years.


  • Any team member may ask questions, voice concerns, or raise issues. In advance of the meeting, you can ask questions or submit them during the meeting.

Closing and reminders

  • Wrap up the meeting by providing reminders of goals or initiatives so that anybody can leave feedback. Finish with a thank you from the CEO.

Example 3

Marketing Team Meeting objectives

  • At the top of your agenda, list the primary objectives to ensure discussion on these topics.


  • Celebrate the success of specific marketing team members by taking a few minutes to reflect on their accomplishments.

Review key marketing metrics

  • Discuss your sales feedback on lead volume and quality. Marketing and sales should be collaborative. And keeping an open loop is essential.

Team updates

  • Keep an eye on essential updates, such as schedule changes that affect other teams. This includes discoveries that affect the marketing strategy, roadmap, or follow-up items from your previous meeting.

Goals and challenges

  • Discuss any new challenges or objectives team members want to discuss.

Wrap up

  • At the end of the meeting, provide a summary of the key takeaways, identify the next steps, and assign actions to individuals. Also, don’t forget to thank everyone for attending!


Monthly meetings provide a framework for communication within a business and help keep everyone working together towards common objectives.

Conducting monthly manager meetings with your team helps you get ahead, stay ahead, and achieve corporate objectives. Make your meetings more productive by making your monthly manager meeting agenda with the help of these tips and samples.

Abir is a data analyst and researcher. Among her interests are artificial intelligence, machine learning, and natural language processing. As a humanitarian and educator, she actively supports women in tech and promotes diversity.

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