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PREPARING AN EFFECTIVE
AGENDA
Learning Objectives
• To increase knowledge in understanding the
  purpose of an agenda
• To increase skill level in writing an agenda for a
  meeting
• To increase skill level and knowledge in
  structuring and formatting an agenda
Purpose of an agenda
• Serves as a roadmap for the meeting
• Keeps meeting on track
• Provides an outline for the meeting i.e. how long
  to stay on a topic
• Can be used as a checklist to ensure all
  information is covered
• Lets the participants know what will be
  discussed
Agenda
• A good meeting agenda will serve as a guide to
  participants
• Will make the meeting more efficient and
  productive
• Forces the meeting leader to think out what needs to
  be accomplished
• Provided ahead of time (as it should be), the agenda
  lets people know what to expect and allows them to
  prepare as necessary.
• It reminds people of what there is left to cover if
  times gets to be an issue.
Planning the Agenda
• The agenda planner is designed for a group that
  meets on a regular basis.
• Set realistic time frames for addressing each
  item
• Try to keep the meeting to an hour.
• If the meeting will be longer, schedule break
  every 90 minutes.
• Do not prepare a vague agenda
The Header
•   Should include the following:
•   Name of Meeting
•   Date
•   Time
•   Location
•   People attending the meeting
Writing the Agenda
• The topic items should be written using action
  words i.e. discuss, review, brainstorm, decide,
  etc.
• When listing the items on the agenda, make sure
  the most important items are first.
• Next to each topic on the agenda place the time.
• Having the actual time on the agenda keeps the
  meeting on track.
• List the assigned “Talker” for each topic.
Writing the Agenda
• Provide the final agenda to meeting invitees
  prior to the meeting.
• Be sure to open your meeting with a review of
  the agenda
• Have everyone agree to the agenda before
  continuing with the meeting.
Order of the Agenda

•   Agenda/Topic
•   Presenter
•   Desired Outcome
•   Time Allocation
•   Announcements
Call to Order
• START THE MEETING ON TIME!!
Topic
• Items should be very short, usually less than 7
  words.
• Be specific as possible- the more vague the topic
  the more vague the discussion
• Ensure that each topic helps achieve whatever
  goal you have outlined for the meeting.
Old Business
• Any issue which was not concluded or postponed
• Follow-up
New Business
•   This may include the following:
•   Reports
•   Trainings
•   speakers
Announcements
• Sets aside time to make announcements
• This may include the meeting date and time for
  the next meeting.

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Preparing an effective agenda

  • 2. Learning Objectives • To increase knowledge in understanding the purpose of an agenda • To increase skill level in writing an agenda for a meeting • To increase skill level and knowledge in structuring and formatting an agenda
  • 3. Purpose of an agenda • Serves as a roadmap for the meeting • Keeps meeting on track • Provides an outline for the meeting i.e. how long to stay on a topic • Can be used as a checklist to ensure all information is covered • Lets the participants know what will be discussed
  • 4. Agenda • A good meeting agenda will serve as a guide to participants • Will make the meeting more efficient and productive • Forces the meeting leader to think out what needs to be accomplished • Provided ahead of time (as it should be), the agenda lets people know what to expect and allows them to prepare as necessary. • It reminds people of what there is left to cover if times gets to be an issue.
  • 5. Planning the Agenda • The agenda planner is designed for a group that meets on a regular basis. • Set realistic time frames for addressing each item • Try to keep the meeting to an hour. • If the meeting will be longer, schedule break every 90 minutes. • Do not prepare a vague agenda
  • 6. The Header • Should include the following: • Name of Meeting • Date • Time • Location • People attending the meeting
  • 7. Writing the Agenda • The topic items should be written using action words i.e. discuss, review, brainstorm, decide, etc. • When listing the items on the agenda, make sure the most important items are first. • Next to each topic on the agenda place the time. • Having the actual time on the agenda keeps the meeting on track. • List the assigned “Talker” for each topic.
  • 8. Writing the Agenda • Provide the final agenda to meeting invitees prior to the meeting. • Be sure to open your meeting with a review of the agenda • Have everyone agree to the agenda before continuing with the meeting.
  • 9. Order of the Agenda • Agenda/Topic • Presenter • Desired Outcome • Time Allocation • Announcements
  • 10. Call to Order • START THE MEETING ON TIME!!
  • 11. Topic • Items should be very short, usually less than 7 words. • Be specific as possible- the more vague the topic the more vague the discussion • Ensure that each topic helps achieve whatever goal you have outlined for the meeting.
  • 12. Old Business • Any issue which was not concluded or postponed • Follow-up
  • 13. New Business • This may include the following: • Reports • Trainings • speakers
  • 14. Announcements • Sets aside time to make announcements • This may include the meeting date and time for the next meeting.

Editor's Notes

  1. Ask participants what is the purpose of an agenda