Meetical ships with great meeting templates for Confluence.

In this guide you will learn how to use the included meeting templates. (Currently only available on Cloud)

The Meeting Templates contain ready-to-use blueprints for your Team Meetings, Tactical Meetings, Strategy meetings, One-on-one meetings and much more.

You can also customize these templates or create your own.

Watch the video or follow the steps below.


The Meeting Templates

Currently the following templates are available:

  1. Default Meeting Template
  2. Team Update Meeting Template
  3. One-on-one Meeting Template
  4. Weekly Tactical Meeting
  5. Strategy Meeting Template
  6. Executive Meeting Template

1. Default Meetical Template

Meeting Template with result-focused agenda, action items, decisions and meeting overview macro.

The Default Meetical Template starts with the meeting overview macro, containing all essential meeting information like date, time, location and participants.

This meeting template has a result focused agenda and consists of:

  • Overview - date, time, location, participants, description
  • Goals
  • Discussion topics
  • Action items
  • Decisions

2. Team Update Meeting Template

A team update meeting to update each other on current work, track action items and record recent highlights.

The Team Update Meeting starts with the meeting overview macro, containing all essential meeting information like date, time, location and participants.

This meeting template is focused on getting everyone up-to-date with the status of projects and actions and contains:

  • Overview - date, time, location, participants, description
  • Agenda
    • Highlights
      • What's worth announcing and writing down?
        • What’s worth knowing for people who are absent today?
        • This section is also intended to keep other stakeholders up-to-date with key information
        • Can be filled out after the Reports
    • Reports – The stage is yours!
      • A 5 Minute Timebox for each team member.
        • What key challenges did you have, why did you learn until last time? What lies ahead?
    • Project or Sales Pipeline
      • A max. 10 Minute mid-term outlook and forecast to new projects and leads
      • Notes
  • Action Items
  • Decisions

3. One-on-one Meeting Template

A feedback meeting template for a 1-on-1 between managers and direct reports. This regular check-in helps to maintain a good relationship, discuss recent performance and evaluate short-term goals.

The One-on-one Meeting Template starts with the meeting overview macro, containing all essential meeting information like date, time, location and participants.

This meeting template is ideal for regular check-ins between employees and superiors and contains:

  • Overview - date, time, location, participants, description
  • Kickoff
    • Some questions for inspiration - The goal of a 1-on-1 → Build a good relationship between a manager/coach with direct reports and provide support to help them perform at their best and have a great work experience.
    • Kickoff
      • What is the most important topic to discuss today?
      • What did you learn since the last time we met?
      • What were something fun and exciting happening lastly?
      • What are our current goals / how are we doing with regards to them? (both)
    • For the coach/manager:
      • What can I do better or differently as your coach/manager to support you?
      • What slows us down in our work / what blocks us?
      • What about your job is most satisfying for you?
      • What about work is frustrating?
      • If you could change one thing about your job today, what would you change?
  • Important Topics
    • Collect topics here any time also before the meeting
      • Collect topics here any time also before the meeting, this will help both parts to prepare well.
    • Topics & Results
  • Action Items

4. Weekly Tactical Meeting

A tactical meeting for teams and departments starting with a lightning round, a progress review and a collaborative, dynamic agenda.

The Weekly Tactical Meeting starts with the meeting overview macro, containing all essential meeting information like date, time, location and participants.

This meeting template is ideal for big meetings between teams and department and contains:

  • Overview - date, time, location, participants, description
  • Set the stage
    • Lightning round instructions
      • A quick, around-the-table reporting session without questions in which everyone indicates their top priorities for the week. – 1 minute for each team member.
    • Highlights
  • Progress Review
    • Progress Review Instructions
      • Review the most important key metrics in just 5 minutes. Ideally filled before the meeting or in real-time. Avoid lengthy discussions here, and move on to the Agenda quickly.
  • Agenda
    • Create and complete the agenda
      • Based on the fresh information and data, create or complete the agenda.
        • Allow both new items on the fly and use this page to propose topics ahead of time.
        • Allow 5 minutes of silence during the meeting, where everyone writes her/his most important topics down (max 1-3, depending on the size of the group).
        • Dot-vote the items to define the order in which to discuss topics.
      • Questions & Results
    • Strategic topics parking lot
      • Move strategic topics into dedicated sessions
        • Move strategic topics to a planned strategy meeting or a parking lot to create a separate session for it. This will ensure people can prepare for it and get into the right mindset.
        • Put strategic topics here, plan a dedicated session or move into an existing future meeting
  • Action Items
  • Feedback on meeting effectiveness

5. Strategy Meeting Template

Strategy meetings help reinforce bigger goals for the organization. Help departments feel accountable for progress. Engage and align everybody on your team and make informed decisions.

The Strategy Meeting Template starts with the meeting overview macro, containing all essential meeting information like date, time, location and participants.

This meeting template is focused on the bigger goals of an organisation and contains:

  • Overview - date, time, location, participants, description
  • Executive Summary
  • Goal
    • Engage in an open, respectful, and productive debate to surface and address important strategic topics.
  • Preparation
    • Key aspects of strategic meetings
      • A strategic meeting success is determined from these key aspects:
        • Define the topics and questions as clearly as possible beforehand.
        • Make sure participants have enough time to prepare.
        • Don't wait for the meeting to start thinking, but if you did... Request or schedule a 10 Minute silence session where participants gather data and read supporting material.
  • Supporting Material and data
  • Where we play – Topics, summary and key questions based on priority
  • How we win
    • Vision
    • Strategies
    • Differentiation
  • How we execute
    • Execution plan – Key Metrics and Objectives based on priority
    • What we’re not doing
    • Risks and mitigations – based on impact
    • Open questions and next steps
    • Further action items

6. Executive Meeting Template

A meeting template for executive teams and those who want to track projects and initiatives.

The Executive Meeting Template starts with the meeting overview macro, containing all essential meeting information like date, time, location and participants.

This meeting template is ideal for executive teams tracking projects and initiatives and contains:

  • Overview - date, time, location, participants, description
  • Highlights
  • Meeting Macros (such as Meetical Macros or Jira Reports)
  • Department Notes including Project, Status, Updates
  • Action Items
  • Decisions

More Templates coming soon...

We will add new templates for Agile Meetings, like Scrum Events (Planning, Review, Retrospective) and Employee Onboarding.

Credits for these templates and for inspiration go to our amazing customers, feedback from our network and many books, including Death by Meeting, Make Meetings Work and The surprising science of Meetings

Thank you. Feedback and questions are very welcome. Reach us at support@meetical.io.

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