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8 Best Staff Meeting Practices [+2 Amazing Free Templates]

A staff meeting is an essential part of the life of any organization. These meetings provide an opportunity for the staff to sit together, share information, and discuss important matters which concern them and their respective units. Staff meeting template will help you make these meetings more effective.

 

 

Part 1

8 Best Practices of Effective Staff Meetings

  • 1. Issue a set of guidelines covering the conduct of staff meetings. These guidelines should state how and why these meetings are held, how often are they conducted, who is expected to attend, and other matters that the head deems important to include. This set of guidelines will give everyone clear expectations when staff meetings are called.
  • 2. When planning the frequency of the staff meetings, try to include everyone’s input to determine the most practical and reasonable schedule. The date set for the meetings should be agreed upon by everyone so each staff member can include it on their schedules and prepare for them.
  • 3. It is best to stick with the set schedule for the staff meetings unless there is an urgent matter to be discussed and an emergency meeting needs to be called. There will also be circumstances which cause the team to move the date of the staff meeting to an alternative date. In this case it is essential to inform everyone of the changes in the schedule so they can make necessary adjustments to their own schedules.
  • 4. Make sure the staff meeting agenda is distributed at least a week prior to the meeting itself. This will give everyone ample time to prepare. Other meeting participants may also want to add matters to the agenda for the meeting, so it is important to ask them if they have any ideas or topics they want to include.
  • 5. Try to select agenda items which are of interest to all participants. Staff meetings are called because there is a need for everyone to participate in the discussion. But when agenda topics only concern a few, the meeting will be boring for many of the participants. If the topic for discussion only affects certain staff, there is no need to call a general staff meeting.
  • 6. Other staff may also want to raise some issues for discussion during the staff meeting so it is advisable to also consult everyone when deciding the agenda. When seeking the staff input, ask why the topic should be discussed. Should you decide not to include a particular topic, be ready to explain the reasons.
  • 7. During the meeting, ensure that all the participants are at ease and comfortable, so that they are able to contribute to the discussion. A short ice-breaker activity may do the trick especially if the participants are from different departments or units in the organization.
  • 8. Taking minutes of the meeting is extremely important. The minutes of the meeting record everything which was discussed, especially all agreements and decisions made. The organization may customize a staff meeting template to be used to record the minutes of the meeting, or the assigned staff may find and download one from the Internet. Make sure that the template used addresses the organization’s needs and seek the approval of management before using a downloaded staff meeting template. For more information about writing and preparing minutes of the meeting, check this article.

Designing an Effective Staff Meeting Agenda That Works

The meeting agenda is the soul of every meeting. A well-defined staff meeting agenda sets the tone of the meeting and determines its success.

An effective agenda sets clear expectations for the meeting and helps the participants prepare for a productive meeting. The organizers and participants must be able to gauge how intensive or how long the meeting will be from the list of subjects to be discussed.

Here are some best practices on how to effectively design a staff meeting agenda:

  1. Provide a title for the agenda.

    It should tell the participants what the meeting will be about and indicate the most important information such as the date, time, and venue of the meeting. At the beginning of the agenda, do not forget to include the names of the expected attendees and if there are special guests or resource speakers who will also attend the meeting.

  2. Provide a brief statement about the objective of the meeting.

    It should give the participants a glimpse of what the meeting will cover without going into specific agenda items.

  3. Present a schedule of the essential components of the meeting.

    This is, perhaps, the most important part of a meeting agenda as this will keep the group focused on the objectives of the meeting. It should also prevent the discussions from getting out of hand. For each item of the program, the time at which it should be discussed or its allocated length of time should be indicated.

  4. Provide an outline of the meeting agenda topics to be discussed.

    While the schedule is the core part of the meeting agenda, providing an overview of the topics for discussion will help the participants to prepare for the meeting mentally.

  5. List the points as questions that the team needs to answer.

    By stating it in question form, the participants will understand the purpose of the discussion. For example, consider an agenda item of simply ‘Company Anniversary.’ This is extremely vague it will leave the participants wondering what it is about the company anniversary that will be discussed. If we state it this way, “What preparations should be made for the company anniversary?” or “Who shall compose the anniversary committee?”, the participants will be able to think about it, and they will come in prepared and excited for the meeting.

The meeting agenda should be sent out to the participants at least a week to three days before the actual day of the meeting. Sending it ahead of time will ensure that the attendees will have sufficient time to prepare for the meeting.
Part 2

Staff Meeting Template: Free Download

staff meeting templatesstaff meeting templates screen p2

Click Here to Download Staff Meeting Agenda Template DOC

 

staff meeting templates 2staff meeting templates 2 screen p2

Click Here to Download Staff Meeting Agenda Template DOCX

Free online tools for work:
1. Fluxes.com — Free Project and Task Management Software
2. Status.net — Software for Daily and Weekly Status Reports

meeting minutes with decisions and action items

Edit and use this template

 

meeting minutes

Edit and use this template

 

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

How to Make Meeting Agendas and Minutes 10x Easier

How to configure online meeting agendas and/or meeting minutes:

Step 1:

  • Create a “Meeting Agenda” or “Meeting Minutes” applet on status.net — customize our preset forms or easily create a new form in minutes.
  • Setup reminders if you want your team members to receive automatic reminders
  • Configure who will submit it by choosing the “Participants” tab.

Step 2: Users will click the “Open Submission Form” button to fill it in and submit it.

form template
  • Participants can comment on a meeting agenda in its comments section, which ensures the right context for discussion and further reference.
  • Mention those people who you want to take action or pay attention by using @ before their names. These people will receive personal notifications on their status accounts and by email.@mention a team member in your meeting agenda or in its comments section by using “@” and your team member’s name.

    Example comment: “@Peter and @Mary, do you have any comments regarding the “Metrics” section? @Don, are you coming to the meeting?”

    In this case, Peter, Mary, Don will automatically receive an additional personal notification, so they know they’re expected to take action or pay attention and won’t forget to add their input in the meeting agenda’s comments section.

Info such as the date and the name of the person will be added automatically.

As soon as a new meeting agenda/minutes record is added, participants with “View” rights can view it in real time when they log in to their status.net accounts. They will also automatically receive an email notification.

Step 3 (Optional): Print it.
(Skip this step if you share meeting agendas and minutes online and don’t print them.)

  • Choose date
  • Click “file” button
  • Click “Generate”
how to create meeting agenda

Done!

meeting agenda report

Sign up now to make your team happier and more productive.

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See also: How to Improve Meeting Summaries and Spend 10x Less Time on Meetings

Benefits:

  1. Make meeting agendas and minutes instantly available to the meeting participants.
  2. Save time with auto completion:
    Fields such as date, name, formatting, etc. are inserted automatically by software.
  3. For regular meetings:
    Configure recurrence and assign people who will receive automatic reminders to create and share upcoming meeting agendas and/or minutes.
  4. For irregular meetings:
    Start your agenda with info about the meeting date, time and place and this will work as mass-notification: status.net will automatically send emails with full text to all participants as soon as you submit it.
  5. Improve meeting agendas with the option to gather info for the upcoming meeting agenda from participants.
  6. Draw attention of specific team members by using the “mentions” feature, if you need input or comments from those people. When you @mention your team members, they will receive a separate personal notification by email.
  7. Easy sharing:
    Meeting agendas and minutes can be either
    — exported to files and printed;
    shared online with selected people (in this case, an email with the full text of the meeting agenda will be sent automatically to those with “View” permission); or
    — shared online company-wide or team-wide (the latest meeting agenda will be available online and a notification email will be sent automatically to each team member).

 

Part 4

How to Spend Less Time on Meetings?

How to use status.net for status reports:

  1. Easily implement daily or weekly status reports for your team members by creating a status feed with questions like “What did you do today?” or “How did you contribute to the team’s goals this week?”.
  2. Peace of mind:
    No one forgets to fill in their status reports because status.net sends timely reminders according to the recurrence schedule you chose.
  3. Increase workplace satisfaction by improving transparency:
    Each status update has a separate section for comments, which is used by team members to clarify information, including upcoming goals, and by leaders to provide feedback and coordinate better without micromanagement.
  4. Use status reports for future reference and decrease time and efforts spent on monthly, quarterly, and yearly reporting thanks to powerful filtering and export features.
  5. Optionally, enrich reports with the latest updates automatically added from web apps your team uses (such as free task management software Fluxes.com, and other project management tools, version control systems, support systems, financial applications, etc.) by connecting these apps to your status applet.
  6. Spend less time on meetings by making them more productive because everyone is on the same page at all times.
  7. Sharing: Status reports can be either
    — exported to files and printed, or sent by email;
    — shared with manager online (in this case, an email with the full text of the status report will be sent automatically); or
    — shared online as company-wide or team-wide status reports, i.e., all team members share their progress with each other.

How to configure status reports on status.net:

Step 1:

  • Create a “Status Report” applet — customize our preset forms or easily create a new form in minutes.
  • Setup reminders if you want your team members to receive automatic reminders when their reports are due.
  • Configure who will submit reports by choosing the “Participants” tab.

Step 2: Users will click the “Open Submission Form” button to fill in and submit the report.

form template

Data such as the report type, date and name will be added automatically.

As soon as a new status report is added, participants with “View” rights can view it in real time.

Options:

  • Set the applet as “Team-wide” if you want all team members to view each other’s status reports.
  • Alternatively, you can make every participant to view his/her own reports only. Manager/stakeholders will view all reports.
  • Add, remove, and assign new team members at any time.

Step 3 (Optional): Generate a report and export it to PDF.
(Skip this step if you share status reports online and don’t print them.)

Click “Generate Report”.

how to export your status report

 

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Part 5

Additional Sources

  1. How to Create a Meeting Agenda + Free Template Download
  2. How to Create a Productive One On One Meeting Agenda + Free Template
  3. How to Create a Meeting Agenda + Free Template Download