Meeting Planning Templates

Conduct Focused and Productive Meetings

Meeting planning templates to visually plan and organize productive team meetings.

  • Establish meeting agendas and keep participants engaged
  • Record meeting outputs and create actionable plans
  • Real-time collaboration to work with multiple stakeholders
Meeting Planning Templates
National Geographic
Create A Structure for Productive Meetings

Create A Structure for Productive Meetings

Create A Structure for Productive Meetings

Multiple frameworks to create meeting agendas and establish roles and responsibilities.

Simple drag and drop features to record action points, minutes and more.

Share permissions to invite multiple stakeholders from across the organization. Schedule meetings together and keep all participants informed together.


Run Interactive And Dynamic Meetings

Run Interactive And Dynamic Meetings

Built-in video conferencing to have friction-free discussions.

Real-time cursors for any number of participants. Collaborate with team members on a shared canvas.

Use @mention comments to direct people to get things done or clarify things and comment threads to have discussions and follow-ups on the same canvas.

Multiple access levels and roles to streamline managing, sharing, editing, and reviewing strategies.

Run Interactive And Dynamic Meetings
Supercharge Your Meetings

Supercharge Your Meetings

Supercharge Your Meetings

Multiple app integrations to help you import and export data across teams on different platforms.

Frames and built-in presentation tools to create useful outputs from meetings, share the results of your meetings with all stakeholders with ease.

Advanced linking capabilities, to link to roadmaps, action plans and other workspaces to add context to discussions and enable fast decision making.

What is a Meeting Planning Template?

Meeting planning templates are tools and forms that can be used for planning and designing 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.
  • 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.