Meeting Organization Template Guidelines

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Discover a comprehensive template guide for organizing successful meetings. Learn how to structure your slides effectively, incorporate branding elements, balance text with visuals, and ensure AODA compliance. From setting the meeting title to outlining the agenda, operating values, and next steps, this template provides a step-by-step approach for seamless meeting management.

  • Meeting
  • Organization
  • Template
  • Guidelines

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  1. Guidelines for filling out this template Each slide includes a set of prompts to help guide what content you include Include organization/company branding on the title slide, where possible Use graphics/images whenever possible Balance text with white space If changing fonts and/or colours, make sure they are AODA compliant <insert logo>

  2. Meeting Title Date and Time Location Organization/Company Name <insert logo>

  3. Welcome & Introductions Introduce the organizers of the meeting Depending on the number of attendees, consider doing a round of introductions or general scan of the room to see who is present <insert logo>

  4. Why Were Here Today What is the purpose of the meeting? What feedback is being collected? How will the feedback collected today be used? Who is collecting the feedback <insert logo>

  5. Todays Agenda Start Time Welcome & Introductions Start Time Why We re Here Today Start Time Agenda Review Start Time Operating Values Start Time Housekeeping Start Time Presentation Start Time Next Steps Start Time Questions of Clarification Start Time Adjourn <insert logo>

  6. Operating Values Insert operating values (i.e. ground rules) for the meeting. e.g. Let everyone participate Listen with an open mind Speak for yourself, not the group Treat others with respect <insert logo>

  7. Housekeeping Safety is always the top priority In case of emergency, what is the procedure? Where are the fire exits? Where are the bathrooms? <insert logo>

  8. Next Steps How input will inform next steps What are the next steps? Request feedback on process <insert logo>

  9. Questions of Clarification Highlight that this time is reserved for questions of clarification regarding the presentation content ONLY. Comments on the materials should be reserved for the activity/discussion. <insert logo>

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