Meeting Planning Template

Conduct Focused and Productive Meetings

Use Creately’s meeting planning template to visually plan and organize productive team meetings.

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Establish meeting agendas with AI-assisted meeting organizer
Record meeting outputs and create actionable plans
Real-time collaboration to work with multiple stakeholders

Over 10 Million people and 1000s of teams already use Creately

AI Meeting Agenda Generator

Smarter Meetings, Less Hassle

Enter outline of your meeting plan and click ‘Generate’
Watch Creately set your meeting agenda with discussion topics, tasks, and more.
Collaborate, edit/change, and customize your meeting plan—all within one canvas.

Why teams love Creately’s AI Agenda Generator

Save time – Automate agenda structuring, freeing up 90% of manual effort for meaningful discussions.
Reveal hidden insights – Detect hidden connections and patterns that conventional planning might miss.
Privacy-first – All data stays within Creately, ensuring security with no third-party retention.
Multilingual support – Seamlessly collaborate across diverse global teams.
Fair and balanced – AI-driven topic clustering that prioritizes substance over volume.

Screenshot of entering an AI prompt in Creately meeting agenda generator

Productive Meetings with AI Meeting Planning Template

Creately’s meeting organizer offers multiple templates to streamline agenda creation and define roles and responsibilities. With intuitive drag-and-drop features, users can effortlessly record action points, minutes, and other essential details. Share permissions enable seamless collaboration by allowing multiple stakeholders across the organization to contribute, schedule meetings, and ensure all participants stay informed. Additionally, the AI-powered meeting planning template optimizes meetings by intelligently structuring agendas for more productive discussions.

Run Interactive And Dynamic Meetings

Screenshot of real-time collaboration in Creately meeting planning template

With real-time cursors, any number of participants can work together on a shared canvas, fostering engagement and efficiency. The @mention feature allows users to direct team members to tasks or clarify details, while comment threads help facilitate discussions and follow-ups, all within the same workspace. Additionally, multiple access levels and roles simplify management, sharing, editing, and reviewing strategies, providing a structured and collaborative environment for teams.

Screenshot of presentation mode in Creately's meeting planning template

Supercharge Your Meetings

Creately’s seamless app integrations enable teams to import and export data effortlessly across various platforms, fostering smooth collaboration. With a built-in presentation mode, users can transform meeting discussions into actionable outputs and share insights with stakeholders in just a few clicks. Advanced linking capabilities between workspaces allow users to connect discussions to roadmaps, action plans, and workspaces, ensuring fast and informed decision-making.

What is a Meeting Planning Template?

A meeting planning template is a structured framework designed to help teams organize and plan meetings effectively. It typically includes predefined sections for setting objectives, listing agenda items, assigning roles and responsibilities, and outlining expected outcomes. Creately’s AI-powered meeting organizer takes this a step further by automatically generating agenda structures, suggesting time allocations, and even grouping discussion points intelligently. This reduces manual effort, and allows participants to concentrate on meaningful conversations rather than logistical details.

How to Use the Meeting Planning Template in Creately?

Open the Creately Workspace:
When you open Creately, you’ll be welcomed by the infinite canvas—your workspace for structuring meetings. Here, you can use various shapes, symbols, and tools to visualize your meeting agenda and planning process.
Choose a Meeting Plan Template:
Browse Creately’s collection of meeting plan templates to find one that suits your needs. These templates help establish agendas, assign roles, and outline responsibilities. Add your chosen template to your workspace and customize it to fit your meeting objectives. You can also select the AI meeting planner template for AI assistance.
Define Meeting Goals and Participants:
Before filling out your template, identify the purpose of the meeting—whether it’s brainstorming, decision-making, or project updates. Define key participants and their roles to ensure a structured discussion.
Gather Relevant Discussion Points:
Compile agenda items, action points, and supporting materials to guide the conversation. Add these items to the canvas and use Creately’s drag-and-drop features to organize topics, ensuring clarity and efficiency.
Fill Your Meeting Plan Template:
Populate the meeting organizer template with the gathered information. Utilize color coding, tags, comments, and sticky notes to highlight priorities, deadlines, and key takeaways.
Invite Team for Real-Time Collaboration:
Meetings are more effective when teams collaborate. Invite stakeholders—whether internal teams or external partners—to contribute insights and refine the agenda. With real-time editing, everyone stays aligned and engaged.
Share and Execute Your Meeting Plan:
Once finalized, share your completed agenda planning template with participants. Export it as PNG, JPEG, PDF, or SVG, or generate a slideshow for easy presentation. Use Creately’s AI-powered meeting planning template to optimize agenda structuring and ensure productive discussions.

Meeting Planning Templates to Get Started

Meeting Planner Template

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Meeting Agenda Template

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Standup Meeting Template

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Business Meeting Agenda Template

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FAQs About Meeting Planning Templates

Why should I use a meeting planning template?

Using a meeting planning template ensures meetings stay focused, productive, and aligned with business goals. It helps streamline discussions, improves collaboration, and saves time by providing a clear structure.

How does an AI-powered meeting plan template improve efficiency?

AI can automate agenda creation, suggest time allocations, and intelligently group discussion points. Creately’s meeting agenda generator reduces the manual effort for logistical planning, and allows participants to focus on meaningful conversations.

Can I customize a meeting plan template?

Yes! Creately’s meeting organizer templates allow customization. You can modify agenda items, add priorities, assign roles, and integrate relevant documents to fit your specific meeting needs.

How do I share a meeting plan template with my team?

You can share the meeting plan template in Creately by exporting it as a PDF or image, or present it in a slideshow format. Real-time editing features also allow multiple stakeholders to contribute simultaneously.

What types of meetings benefit from a planning template?

Meeting planning templates are useful for various types of meetings, including brainstorming sessions, project updates, strategy discussions, team check-ins, and client meetings.

Does Creately offer pre-built meeting planning templates?

Yes! Creately provides a collection of pre-built meeting planning templates that can be customized to suit different business requirements. These templates help structure agendas, assign tasks, and ensure productive discussions.

Create a Meeting Plan

Streamline Your Workflows by Integrating with the Tools You Love

Creately integrates with the tools your teams use every day and supports your team’s workflow seamlessly.

Why is Creately a Better Meeting Agenda Generator?

Creately simplifies your meetings with an AI-driven meeting planning template, an intuitive workspace, and real-time collaboration. Its seamless integrations connect agendas to roadmaps, action plans, and workspaces for efficient discussions and faster execution.