More Meeting Planning Templates and Examples

Meeting Organizer Template

Meeting Organizer Template

Weekly Employee Meeting Mind Map

Weekly Employee Meeting Mind Map

Meeting Starter Template

Meeting Starter Template

Affinity Diagram

Affinity Diagram

Strategy Map Example

Strategy Map Example

Creately helps you do this with

Pre-designed templates for organizing meetings
Easy drawing and diagramming tools for creating your meeting plans and agendas
Share with others in your team for real-time collaboration and group editing
Export your diagrams as PNGs, SVGs, or JPEGs for publishing or embedding in documents, presentations, etc.

Guide and Best Practices

A meeting planning template is a tool that allows you to plan and design any activity including meetings, conferences, and other company events.

How to plan a meeting

  • Identify the purpose of the meeting; whether it is to inform your team of something, solve a problem or come up with new ideas for a new campaign.
  • Outline the sequence of the meeting steps using a flowchart. Be mindful of the time each item would need and the sensible order of the steps.
  • Using a Creately meeting planning template, you can highlight the agenda together with the time schedule.
  • Download your meeting agenda so you can add it to presentations or take printouts. Or you can share it with an email link, so everyone involved can access it online.
  • Based on the goal you want to achieve and the purpose of the meeting, select the group of people you want to participate in the meeting.
  • If it’s for problem-solving, keep the team small. If it’s a brainstorming session you can add up to 20 people. Make sure that you only invite those who need to be there.
  • Assign roles to the participants. You can use an editable Creately org chart template to quickly highlight the different roles and the responsibilities of the participants. Based on the requirements of the meeting, select a place and make sure all the necessary equipment is available before the meeting starts.

More templates and visual ideas for meeting planning

Milestone Trend Analysis

Milestone Trend Analysis

Milestone Chart

Milestone Chart

Lean UX Canvas Templates

Lean UX Canvas Templates

Six Thinking Hats Mind Map

Six Thinking Hats Mind Map

Empathy Map Example

Empathy Map Example

Scrum Board

Scrum Board