NAME OF THE MEETING
DAY AND DATE / LOCATION
START TIME – END TIME (también para cada ítem)
ATTENDEES / FACILITATOR
MEETING PURPOSE
MEETING GOALS/DISCUSSION TOPICS (goal description/ time/ date to be actioned by
DESCRIPTION OF THE ACTIONS (HOW) After the meeting.
ACTION DESCRIPTION (NEW AGENDA ITEMS)
REVIEW
NEXT MEETING (Day and date/ location/ start time- end time)
1. STATUS UPDATE MEETING. Discutir lo que está sucediendo en la empresa o en un
proyecto específico. Suele incluir el progreso, los retos, problemas, próximos puntos y
ítems de acción para la próxima reunión.
- PURPOSE
- TOPICS:
o Presentation
Welcome and introductions
Quick review of current status
o Updates from task leaders
Project progress
Achievements
o Potential near-future issues
Identify challenges
Discuss next steps
o Assign Responsabilities
o Q&A
o Recap
Summary of Action Items
Schedule Next Meeting
Closure
- ACTION DESCRIPTION
o Timely Project Updates
o Monitoring progress
o Continuous Improvement
- REVIEW
The Status Update Meeting laid out a clear roadmap for project success, with
focused individual updates, collaborative problem-solving, and defined action
items. The team's commitment to transparent communication and continuous
improvement sets the stage for efficient project advancement.
- NEXT MEETING
o ASSESSMENT OF WHAT WAS AGREED UPON
o Discuss emerging project aspect.
2. INFORMATION – SHARING MEETING. Supervisores y manager se comunican con los
empleados y el equipo. Information about new clients, events and exciting products and
services are topics.
- PURPOSE: The purpose of this information-sharing meeting is to facilitate a
comprehensive understanding of new clients and upcoming events. By sharing crucial
details, we aim to align strategies, optimize resource allocation, and ensure a seamless
execution of upcoming initiatives.
- TOPICS:
o Presentation
Welcome and brief introduction to the focus on new clients and
upcoming events.
o Introduction of New Clients (25 mins):
Presentation and discussion of new clients, including their background,
needs, and expectations.
o Event Overview (20 mins):
Brief on upcoming events, discussing key details such as dates,
objectives, and logistics
o Resource Allocation and Action Items
Discussion on resource needs, responsibilities and assignment of task to
oensure a smooth execution.
o Q&A
- ACTION DESCRIPTION:
o Introduction of New Clients (25 mins):
Team members present detailed profiles of new clients, emphasizing
their needs, expectations, and potential synergies. Encourage questions
and discussions
o Discuss potential challenges and opportunities.
o Define action items, deadlines, and accountable team members.
- REVIEW: The meeting successfully achieved its objectives by enhancing collaboration,
providing insights into new clients and upcoming events, and outlining specific actions
for successful execution.
- NEXT MEETING:
o General evaluation
o Attract new clients.
3. TEAM BUILDING MEETING. Reuniones de equipo para conocerse mejor. Development
of the theam.
- PURPOSE: The purpose of this team-building meeting is to strengthen team cohesion,
foster a positive work environment, and enhance collaboration. Through interactive
activities and open discussions, we aim to build trust, boost morale, and promote a
sense of unity among team members.
- TOPICS
o Icebreaker Activity (15 mins):
Fun and engaging activity to break the ice and create a relaxed
atmosphere.
o Team-Building Exercises (30 mins):
Interactive exercises focusing on communication, problem-solving, and
teamwork.
o Reflection and Discussion (20 mins):
Guided discussion on individual strengths, team dynamics, and
potential areas for improvement.
o Closing and Team Bonding (10 mins):
Closing remarks, expressing appreciation, and a light team-bonding
activity.
- ACTION DESCRIPTION
o Shared Goals and Values (15 mins):
Brainstorming session to identify common goals and values that unite
the team.
o Actionable Takeaways (10 mins):
Collaborative identification of actionable steps to implement team
insights in day-to-day work.
- REVIEW: Engaged team with icebreakers, interactive exercises, and reflective
discussions, fostering unity and collaborative spirit.
- NEXT MEETING: pending to be determined
4. DECISION–MAKING MEETING: Benefits and drawbacks (desventajas) of a particular
decision as a group during this meeting.
- PURPOSE: The purpose of this decision-making meeting is to reach consensus on critical
issues, align strategies, and allocate responsibilities for effective implementation.
- TOPICS
o Welcome and Introduction (5 mins):
Brief overview of the meeting's focus on decision-making and its
importance
o Open Discussion (30 mins):
Facilitate a structured discussion to gather insights, concerns, and
alternative perspectives from team members.
o Decision Framework (20 mins):
Define criteria for decision-making, discuss pros and cons, and establish
a framework for evaluating options.
o Voting or Consensus Building (15 mins):
Use a formal voting process or consensus-building techniques to arrive
at a decision.
Clearly outline action steps, responsibilities, and deadlines for the
implementation of the decision.
o Closing
- ACTION DESCRIPTION
o B.R.A.I.N. decision:
Benefits
What are the benefits of this decision?
Risks
Alternatives
Intuition
Nothing
What is the worst-case scenario if you wait or do nothing?
- REVIEW This agenda ensures a systematic approach to decision-making, fostering
collaboration and accountability within the team.
- NEXT MEETING:
o Decision Review:
Evaluate past decisions and learnings for improvement.
o Conflict Resolution Workshop:
Equip the team with tools for effective conflict resolution.
o Strategic Planning:
Align on long-term goals and make decisions shaping the team's future
direction.
5. INNOVATION AND BRAINSTORMING MEETING
- PURPOSE: Generate creative and viral content ideas for social media. We aim to develop
5 ideas that are shareable, engaging, and aligned with our brand/image. By the end of
the meeting, we will have a clear plan with assigned responsibilities and deadlines for
carrying them out will be reflected.
- TOPICS:
o Ice Breaker
Briefly explain the purpose of the meeting.
Welcome participants and express enthusiasm for the collaborative
ideation process
o Main Content Ideation Session
Generate 5 content ideas in various formats.
o Idea Presentation and vote
Participants present their ideas to the group.
Vote the best ideas.
o Task Identificationd and Responsibility Assignment
Determine tasks for implementing each idea
Assign responsibilities for content creation, scheduling, and monitoring.
o Timeline and Deadline
Set deadlines for each task
- ACTION DESCRIPTION
o Content Creation
Assign team member responsible for creating each piece
Specigy the creative approach and tools required
o Monitoring and Engagement
Identify team members responsible for monitoring social media
platforms.
Discuss strategies for engaging with the audience.
- REVIEW: New content ideas have been implemented to achieve success on social
networks
- NEXT MEETING:
o Discuss results
o Implement news ideas
6. PROBLEM SOLVING MEETING.
- PURPOSE. finding the optimal solution to a problem within the team.
- TOPICS.
o Welcome and Introduction (5 mins)
o Problem Review (15 mins)
Overview of the current problem.
Relevant data and facts.
Impact on the team or project.
o Problem Analysis (20 mins)
Identification of underlying causes.
Discussion on potential solutions.
Evaluation of proposed solutions.
o Solution Selection (15 mins)
Voting or consensus on the best solution.
Consideration of feasibility, impact, and cost.
o Action Plan (20 mins)
Detailed plan for solution implementation.
Assignment of responsibilities.
o Follow-up and Evaluation (10 mins)
Metrics for success.
Scheduling follow-up meetings.
o Final Review
- ACTION DESCRIPTION
o Ask attendees the following questions
What’s working?
Where are you getting stuck?
What can be do differently?
o Develop a detailed action plan for solution implementation.
o Define specific tasks, allocate responsibilities, and set clear timelines.
o Ensure regular progress updates and address any challenges promptly to meet
the established goals effectively.
- REVIEW. Effective problem-solving meeting. Discussed the issue, analyzed causes,
selected a viable solution, and outlined an actionable plan with clear responsibilities.
Successful collaboration.
- NEXT MEETING
o Implementation Update (10 mins)
Progress report on current action plan.
Address challenges and gather feedback.
o Prevention Strategies (10 mins)
Brainstorm ways to prevent future issues.
Assign responsibilities for proactive measures.
7. LEARNING WORKSHOPS. A group of people can learn a specific skill during a seminar.
For example, a company might hire a blogger to teach their employees about influencer
marketing.
- PURPOSE. Enhance professional development through interactive learning. Collaborate,
share insights, and apply practical knowledge in a dynamic workshop environment.
- TOPICS
o Welcome and Introduction (5 mins)
Greetings and purpose of the workshop.
Introduction of facilitators and participants.
o Presentation on Workshop Topic (30 mins)
o Hands-On Activity (20 mins)
Practical exercise or group activity related to the workshop topic.
Facilitators provide guidance and support.
o Group Discussion (20 mins)
Participants share insights and experiences.
Facilitated discussion on key workshop concepts
o Feedback and Reflection (15 mins)
Collect feedback on the workshop.
Facilitate a reflection session.
o Closing
- ACTION DESCRIPTION
o In-depth presentation by expert speaker or facilitator.
o Facilitate interactive exercises, ensuring participants actively apply concepts.
Provide guidance for optimal learning.
o Interactive Learning Stations (20 mins)
Rotating stations with interactive materials.
Hands-on learning experience.
- REVIEW. Engaging workshop with interactive sessions. Participants applied concepts
through hands-on activities and explored diverse materials at interactive learning
stations, fostering dynamic learning.
- NEXT MEETING. Pending to be determinated.
8. PERFORMANCE REVIEW MEETING. Talk about your performance, goals, motivating
factor and career growth are often referred to as performance reviews.
PURPOSE: Enhance professional growth by evaluating individual contributions, setting
goals, and fostering a collaborative environment through constructive feedback and
development planning.
- TOPICS
o Introduction
o Individual Performance Presentations (30 mins)
Employees present their achievements and challenges.
Managers provide feedback and discuss improvement areas.
o Professional Development Discussion (15 mins)
Explore training and growth opportunities.
Set goals for skill enhancement.
o Final Remarks
- ACTION DESCRIPTION
o Individual Development Plans
Collaboratively create action plans for improvement.
Set clear objectives and timelines.
o Employee Concerns and Suggestions
Provide a platform for employees to share concerns and suggestions.
Address any immediate issues.
- REVIEW. Successful performance reviews achieved, fostering growth, collaboration, and
individual development. Productive discussions on goals, feedback, and future plans
enhanced professional dynamics.
- NEXT MEETING
o Celebrate achieved goals
o implement feedback
o Refine development plans.
9. TRAINING SESSIONS. When hiring a large group of people at once. The employees learn
company rules and procedures in these sessions.
- PURPOSE. Facilitate a comprehensive onboarding experience for new team members,
ensuring a clear understanding of company values, policies, safety measures, and
fostering a sense of belonging and collaboration.
- TOPICS
o Welcome and Introduction (10 mins):
Warm welcome to new hires.
Brief introduction to the company culture and values
o Overview of Company Polices and Structure
Detailed explanation of key policies and procedures.
Introduction to key departments and their functions
o IT and Security Protocols (15 mins):
Explanation of IT systems and security measures.
Guidelines for data protection and confidentiality.
o Q&A
o
- ACTION DESCRIPTION
o Overview of Company Polices and Structure
Emphasis on workplace ethics and conduct.
o Q&A Session (10 mins):
Open floor for questions and clarifications.
Encourage interactive participation
o Team-building Activity (5 mins):
Icebreaker or team-building exercise to foster connections.
Promote a positive and collaborative work environment.
o Distribution of Welcome Materials (5 mins):
Provide new hires with essential materials.
Ensure they have necessary contact information.
- REVIEW A successful onboarding session! New hires acquainted with company culture,
policies, and safety measures. Engaging activities fostered camaraderie, ensuring a
positive start to their journey with the organization.
- NEXT MEETING
o Feedback and Adjustment Discussion (10 mins):
Gather feedback from new hires.
Discuss any necessary adjustments to the onboarding process.
o Follow-Up Training Overview (10 mins):
Outline the upcoming training sessions.
Address any questions or concerns from new employees.
10. INTRODUCTORY MEETING
- PURPOSE. To warmly welcome our newest team member, offering insights into our
culture, values, team structure, and expectations for a smooth and positive integration
into the company.
- TOPICS
o Welcome and Introduction (10 mins):
Warm welcome to the new team member.
Overview of Company Culture and Values
o Introduction to Team and Roles (20 mins):
Overview of team structure and individual roles.
Opportunities for questions and clarification.
o Expectations and Goals Discussion (10 mins):
Open discussion on expectations and goals.
Establishing initial performance objectives.
o Q&A
o Closing
- ACTION DESCRIPTION
o Company Overview (15 mins):
Brief history and key achievements of the company.
Overview of the industry and market positioning.
o Introduction to Tools and Resources (15 mins):
Explanation of essential tools and resources.
Guidance on accessing support and information.
o Let the new employee express himself, giving personal information and his
aspirations.
- REVIEW. The introductory meeting was a resounding success. The new team member is
well-informed about company values, roles, and resources. A positive start fostering
seamless integration and collaboration.
- NEXT MEETING
o Discuss progress and challenges since the introductory meeting.
o Plan ongoing support, training, and alignment with team objectives.
