High Level Meeting Agenda Template
- Start on a positive note
- Make sure everything is on track by getting an update
- List all issues
- Prioritize issues and solve them
- End on time
Use Meeting For Goals to create your agenda instantly and send the meeting agenda automatically to all attendees.
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Meeting For Goals is a meeting management software helping you make your meetings more productive & provides many meeting templates for free.
The Importance of the a High Level Meeting Agenda Template
Having a high Level Meeting Agenda template is crucial to the success of the meeting. The meeting should be mainly focused on goals, issues, resolving issues and moving on to the next priority. This helps the organization focus on their issues & their goals. It helps align the leadership team to move in the same direction.
Other than focus, high Level Meetings bring structure to the organization. They help the leadership team structure all weekly & monthly meetings within the organization to feed the meeting.
Documenting the the high level meetings is also crucial and advised by productivity experts. Use our high level meeting agenda template to guide your meetings.
How Long is an High Level Meeting?
The meeting is 90 minutes long and as mentioned above should be carried out on the same day, same time with the same agenda.
Typically the meeting will be carried out weekly. The weekly cadence allows you to consistently follow up on issues week in and week out. This also allows you to tackle any pending issues without leaving them out.
The 90 minutes of this meeting might seem long initially however as you progress through several meetings you will realize that the strict 90 minutes you spend on this meeting weekly will save you loads of time the rest of the week. Mainly because the issues are tackled right away ahead of time without waiting to put out any fires later on.
High Level Meeting Agenda Template
Check-in (5 minutes)
Start with a win to get your team into a winning and positive habit. Countless studies have shown that a positive mindset can take your team a very long way. A winning start helps place every one's mindset into a winning one. The wins can be personal or professional as long as it generates positivity and a winning atmosphere.
KPI/Goals Update (5 minutes)
Go through the company's 3-5 key metrics and check in on how the organization is doing with respect to these metrics. These are your most important metrics that are the vital signs of the company. Only 5 minutes are allocated here and therefore no issues or comments should be highlighted here.
This is just a run down of the metrics and how you are doing. Issues and comments will be addressed in the issues portion of the meeting.
Big Goal Update (5 minutes)
"Big Goals" are the main quarterly goals or projects the organization is focused on for that particular quarter. Go through the "Big Goals" to check in on how the organization is doing with respect to your "Big Goals". Are you on track or off track?
Again no issues or comments should be discussed here since only 5 minutes are allocated to this portion. Save the comments and issues for the issues section later on.
Customer/Employee Headlines (5 minutes)
This is a quick update on headline news and any major developments in the organization. These should be one sentence main updates from the leadership team or whoever is providing the update.
Action Item Review List (5 minutes)
Run through your to-do list or action items to check in on what was done and what is pending from last week's meeting. The action items from the previous week are typically 7 day action items and they should either be complete or pending. This portion will only list the status of the action items without comments or discussing issues.
Issues: Identify/Clarify/Act (60 minutes)
This is the longest part of the meeting and a very crucial step. Run through the top priorities & issues within the organization and create solutions for each issue: Identify the issues, then clarify, and finally act to solve the issues. Go through the root cause of the issues and focus on resolving them.
This is the part where you create new to do lists for the week to be completed before your next meeting. Issues that have been part of the to do list for more than 3 weeks should be designated as quarterly issues to be discussed in your quarterly meetings.
Conclusion (5 minutes)
Conclude the meeting on a positive note and complete the following:
- - Recap your meeting
- List whats to be done and your next steps
- Finally rate your meeting
If you are using Meeting For Goals then click "end meeting" and all attendees will automatically get a copy of the minutes of meeting with little effort from you.
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Cadence of a High-Level Meeting
Setting the right cadence for high-level meetings is crucial to maintaining momentum without overwhelming your leadership team. A common cadence for such meetings is weekly, bi-weekly, or monthly, depending on your organizationโs size and strategic goals. Weekly meetings are ideal for fast-moving companies that need quick decision-making, while monthly meetings work better for high-level discussions focused on long-term strategies.
Key factors to consider when determining your meeting cadence include:
- Urgency of Decision-Making: If decisions need to be made rapidly, a weekly cadence is best.
- Team Availability: Ensure the schedule respects executive workload and time management.
- Objectives of the Meeting: Regular check-ins may need a faster cadence, whereas in-depth strategic reviews require more time between sessions.
Maintaining a predictable cadence helps set expectations for all attendees, ensuring everyone remains aligned and prepared to contribute meaningfully.
Adding an Agenda
How to add an agenda instantly on Meeting For Goals
Preparation Prior to the High-Level Meeting
Preparation is the backbone of any successful high-level meeting. Without proper prep work, meetings risk becoming disorganized and unproductive. Hereโs a checklist to ensure your team is ready:
- Define the Agenda: Clearly outline the topics to be discussed and circulate them at least 48 hours in advance. Use Meeting For Goals to create your agenda instantly and send the meeting agenda automatically to all attendees.
- Gather Relevant Data: Request updates, reports, or key metrics from team members ahead of time. Ensure the data aligns with the meetingโs goals.
- Assign Roles: Identify who will lead each agenda item and who will be responsible for recording key decisions and action points.
- Set Clear Objectives: What are the outcomes you want to achieve by the end of the meeting? Make these objectives clear so the team knows what to aim for.
- Confirm Attendance: Make sure key decision-makers will be present. If someone critical canโt attend, decide whether to reschedule or proceed without them.
How to Run a High-Level Meeting
Running a high-level meeting effectively requires structure and strong facilitation skills. Hereโs how to ensure your meeting is productive and engaging:
- Start with the Objective: Begin by restating the meetingโs primary goal. This keeps everyone focused from the start.
- Stick to the Agenda: Follow the agenda closely, but allow flexibility for critical discussions when needed.
- Encourage Participation: Foster an open environment where attendees feel comfortable sharing ideas and feedback.
- Manage Time Wisely: Allocate specific time slots for each agenda item to prevent overruns. Use a timer if necessary to keep things on track.
- Summarize Key Decisions: At the end of each section, summarize key takeaways and decisions made.
- End with Clear Action Items: Ensure that every decision has a corresponding action item, with deadlines and assigned owners.
A well-run high-level meeting boosts team alignment, improves accountability, and ensures that your organization is always moving forward efficiently.
Ready to Improve Your High-Level Meetings?
Effective high-level meetings donโt just happenโthey require thoughtful cadence, preparation, and execution. MeetingForGoals can help you streamline your meeting processes, improve accountability, and save valuable time.
Sign up today and start running better meetings that drive results!
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