(Pre)setup your teams for success by creating agenda templates that anyone can use!
Building custom Agenda Templates can help save your team time and ensure consistency across any type of meeting. Admins can create templates for any/all of your recurring meeting types that anyone in the organization can then use when building their custom and 1:1 agendas.
In this overview video you'll learn where to locate organizational & team-specific templates, how to use them for new agendas, and how to incorporate them into existing agendas:
Organizational Agenda Templates
The first question to ask is whether you want this template to be accessible for the entire organization or for a specific team. The majority of agenda templates are likely to be more useful as organizational templates. Examples include
1:1 Agendas: Create an agenda template any/all of your managers can use when conducting 1:1 meetings with their direct reports
L10 Agendas: Create custom agenda items within the flow of your L10 meetings, so that every team in the org can run L10s the same way
Suggested 1:1 Topics/Questions: Create a template of suggested topics or questions to ask during 1:1s - a great assist for new managers or depts that are new to 1:1 meetings
Project Kickoff/Scoping Agendas: Create a kickoff and/or scoping template so that it's ready to go whenever a new internal or external project is ready to kickoff on any team
How to Create an Organization Agenda Template
There are two ways you can create an organization-wide template:
Head to Adminland's Agenda Template section to set-up your organizational agenda templates
Click Create New Template, give your template a Name and Description (optional)
Begin building your agenda with Custom Agenda Items and/or Tools, note the tools will show only the items shared with whatever Space the agenda is added to
We highly recommend using Grouping and color shading to give your agenda a little more pop
2. Turn an existing agenda template into an org-wide template by clicking the 3-dot menu in the top lefthand corner of any agenda, then click Save as Template
Give your template a name and toggle on the Save as Organizational Template setting
Note: Only Account Owners & Admins can save organizational Templates from this workflow
Space-Specific Agenda Templates
Space-specific agenda templates great for teams that run a lot of similar projects in a way the rest of the organization may not.
To locate a Space Agenda Template, click Create (dropdown) and select your local template
To save an agenda as a space-specific template (local), click the 3-dot menu in the top lefthand corner of any agenda, then click Save as Template
Give your template a name then select the default setting from the dropdown: Save as New {Space Name} Template
Space specific (local) templates can only be utilized in the space they are saved in