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4 Keys to an Effective Monthly Meeting [Free Template Download]

Holding a monthly meeting is an effective way of communicating with the team to make decisions, solve problems, craft business strategies, monitor performance, and other things that need to be discussed. Sometimes it is the only time when everyone can sit down and discuss matters of utmost importance for the team and for the organization.

 

 

part 1

So, what is the key to an effective monthly meeting? Here are some points to consider to fully utilize it to its maximum potential.

  1. Prepare a meeting agenda and stick to it.

    As much as possible, keep it precise and focused. Allot an appropriate length of time for each subject. Send a copy of the meeting agenda to each participant at least three days before the day of the meeting. This ensures they will have an idea on how the meeting will run and are able to prepare for it. For more helpful tips on how to prepare a meeting agenda, you may refer to this article.

  2. Keep the meeting to as small a group as possible.

    If you are handling a big group with different concerns and involvements in a project or to a performance indicator, separate meetings should be scheduled. Limit the attendees of the meeting depending on the prepared agenda for that particular meeting.

  3. Start and end on time.

    Strictly follow the topics and times indicated on the program of the meeting. If there are other subjects that come up during the discussion, the group may choose to discuss them, especially if an issue is of utmost importance. Alternatively, the team may decide to talk about them at the next meeting or to hold a special meeting to discuss a specific issue.

  4. Record what has been discussed.

    It is imperative to document the proceedings of the meeting. This article will guide you on the proper way of taking down the minutes of the meeting. Afterwards, send a copy to all attendees to ensure that they are reminded of all the actions taken during the meeting. It is also useful when making a follow-up on the tasks assigned during the meeting.

Monthly meetings are an important vehicle where vital decisions are made for the organization. Everyone should realize its importance—organizers and participants alike. Both parties need to understand and do their part to make the meetings as productive and fruitful as they should be.
Part 2

Monthly Meeting Agenda: Free Download

monthly meeting template

Click Here to Download Monthly Meeting Agenda Template DOC

ProsperForms — receive reports from your team members on autopilot. 100+ forms available: reports, logbooks, requests, etc. or build your own. View and manage data on Timeline and Dashboard screens, generate consolidated PDF reports. Get Started

 

 

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ProsperForms — receive reports from your team members on autopilot. 100+ forms available: reports, logbooks, requests, etc. or build your own. View and manage data on Timeline and Dashboard screens, generate consolidated PDF reports. Get Started

You can also use the following templates on ProsperForms:

meeting minutes with decisions and action items

Edit and use this template

 

meeting minutes

Edit and use this template

 

ProsperForms — receive reports from your team members on autopilot. 100+ forms available: reports, logbooks, requests, etc. or build your own. View and manage data on Timeline and Dashboard screens, generate consolidated PDF reports. Get Started

meeting agenda

Edit and use this template

 

pre one on one meeting questions

Edit and use this template

 

post one on one action items

Edit and use this template

 

Part 3

Additional Sources

  1. How to Write a Smart Monthly Report + Free Template Download
  2. How to Create a Weekly Meeting Agenda + Free Download
  3. How to Create a Powerful Staff Meeting Agenda + Free Download