Team-Based Meeting Agenda Templates

5.B

Team-Based Meeting Agenda Templates

Initial Team Meeting Agenda Template

TEMPLATE NOTE

As soon as you know your team/co-workers and project, you will plan and conduct your initial team meeting. During this meeting, you will familiarize yourself with your team members, assign roles, plan for future communication and check-ins, and prepare yourself to meet with your company sponsor for the first formal time. Use the template below to help you conduct this meeting.

Date:

Time:

Topic:

Attendees:

Absent:

Meeting Objectives

Decide on team roles and responsibilities
Decide when regular team meetings will be held
Prepare for the Kickoff Meeting

(Designate someone to take notes during your meeting. You can take notes directly in this document if you prefer. One person will submit these notes in Canvas for your team assignment)

Agenda Topics

Name	Topic	Time
	Icebreaker (i.e. Describe Yourself in 3 words, Favorite food, etc.)	10 mins
	Discussion: Choose Roles and Responsibilities for each team member (write them down in this document to submit for the assignment) Plan when you will regularly meet (plan at least two available times per week) Plan communication strategy (Zoom, WhatsApp, Teams, etc.) Who will organize those meetings?	20 mins
	Prepare for Kickoff Meeting: Discuss your thoughts on the project you have been assigned Review the Kickoff Meeting Agenda template and make speaking assignments Write down any additional questions you have for Sponsor Proposed times for Kickoff meeting (provide a few times so the sponsor can choose)	20 min
Teacher or TA Coordinator (if available to attend the meeting)	Answer any questions Give feedback on this team meeting

Action Items

Name	Action item	Deadline
Sponsor Liaison [INSERT NAME]	Contact Sponsor to schedule Kickoff meeting

Next Steps

Share the notes from this meeting as appropriate
Confirm the date and time for the kickoff meeting
Send Sponsor the Kickoff Meeting Agenda
Discuss any additional requirements or expectations

Kickoff Meeting Agenda Template

TEMPLATE NOTE

Your kickoff meeting with your company sponsor is an important part of starting your project off in a way that will lead to success. You'll have the opportunity during your kickoff meeting to talk to your sponsor for the first formal time, establish expectations, and clarify deliverables. Use the template below to help you conduct this meeting. Feel free to add to the agenda discussion items based on what you learned in your readings or research.

Date:

Time:

Topic:
Attendees:
Absent:

Meeting Objectives

Clarify project objectives, scope, and deliverables
Set up regular communication
Make a plan to move forward

(Designate someone to take notes during your meeting. You can take notes directly in this document if you prefer.)

Agenda Topics

Name	Topic	Time
	Introductions (Name, Role on the Team, etc)	10 mins
	Discussion: Why does the company want to do this project? What decisions will they make or what actions will they take as a result of this project? Will this project give them everything they need? If not, what else do they need? Can they decide on the added project elements or take action? Describe the decision to be made or action to be taken. List the deliverables to be provided by the team to facilitate the decision or action Discuss the timeline and scope [ADDITIONAL QUESTIONS]	40 mins
	Communication How does the sponsor prefer to communicate? When will meetings be held and on what platform?

Action Items


Name	Action items	Deadline

Next Steps

An Engagement Letter will be created and sent to the company sponsor
A Work Plan will be created and sent to the company sponsor
Regular meetings will be scheduled

This content is provided to you freely by Ensign College.

Access it online or download it at https://ensign.edtechbooks.org/projectbased_internships/teambased_meeting_agenda_templates.