First, identify whether other employees are needed to help you plan the meeting. Then, decide what you hope to accomplish by holding the meeting. Perhaps you have a daily sales meeting to review the previous day’s business and address ongoing issues. This daily agenda template provides a simple yet bold format for listing the daily agenda along with notes. Customize the free template by adding a company logo or necessary meeting logistics, like the name of the note-taker for that day’s meeting or the time allotted for certain agenda items. For example, your testing team may find it helpful to keep tabs on the status of the development milestones, since they are affected by the completion date for them; even though they are probably not involved in the day-to-day discussions with the Developers. One such tool is Smartsheet, an enterprise work management platform that fundamentally changes the way teams, leaders, and businesses get work done. Over 70,000 brands and millions of information workers trust Smartsheet as the best way to plan, track, automate, and report on work. Running effective, productive meetings is more than having the right template - it’s about having the right solution to manage the details leading up to, during, and after the meeting, including: Ensuring that attendees are prepared to contribute to the meeting, that action items and meeting minutes are documented, and that items are followed up on after the meeting.