We've spent a lot of time researching meeting templates, and have put together a bundle of common templates that are available as both templates in Kutamo itself, but also free for anyone to use.
Using our Free Meeting Templates
You can create a meeting using our templates very quickly - just follow the options on the New Meeting page, or read our instructions.
Sample Minutes for a Meeting
You can use any of these templates either in Kutamo, or in your own application (such as Microsoft Word or Google Docs).
Download our Meeting Templates
If you'd prefer, you can also download our templates here, in both Microsoft Word and Excel formats.
General Team Meeting
Microsoft Word
Microsoft Excel
| Welcome & Introduction |
| News and Updates |
| Business Updates |
| New Sales |
| Opportunities |
| New Discussion Items |
| Reports |
| Finance |
| Human Resources |
| Marketing |
| Other Business |
| Next Meeting |
HR Recruitment Meeting
Microsoft Word
Microsoft Excel
| Welcome & Introduction |
| About our company or organization |
| About the role |
| About the candidate |
| Experience |
| Qualifications |
| Other Interests / hobbies |
| Role specifics |
| Salary |
| Working hours |
| Responsibilities |
| Candidtate suitability |
| Any questions or comments |
| Next Steps |
Board Meeting
Microsoft Word
Microsoft Excel
| Opening |
| Attendance |
| Apologies |
| Minutes of previous meeting |
| Matters arising |
| CEO's Report |
| Existing business performance |
| New business and issues |
| Finance Report |
| Investment Report |
| Strategic Plan Review |
| Project #1 |
| Project #2 |
| Lunch or Coffee break |
| Shareholder Report |
| Reports from Committees |
| Audit Committee |
| Nomination Committee |
| General business |
| Meeting close |
| Time date for next meeting |
Weekly Team Meeting
Microsoft Word
Microsoft Excel
| Achievements of the Week |
| Goal Progress Review |
| Goal Description |
| Goal Mark |
| YTD Current |
| YTD Previous |
| Review of Previous Meeting Action Items |
| Action |
| Action to be taken by |
| Date to be actioned by |
| New Agenda Items |
| Action |
| To be presented by |
| Date to be actioned by |
| Review |
| Next Meeting |
| Date |
| Time |
| Location |
General Team Meeting #2
Microsoft Word
Microsoft Excel
| Purpose of Meetings |
| Purpose of Objectives |
| Assign Minute Taker and Time Keeper |
| Define Roles |
| Minute Taker |
| Time Keeper |
| Review Prior Action Item List |
| Agenda Items |
| Action Item |
| Item terms |
| Item description |
| Item participants |
| Review of New Action Items' Terms |
| Review of New Action Items' Descriptions |
| Proposals for Next Meeting Agenda |
| Evaluation of Current Meeting |
| Adjournment |
Board Meeting #2
Microsoft Word
Microsoft Excel
| Call to Order |
| Welcome/Introductions |
| Committee Leader Remarks |
| Agenda Items |
| Action Items |
| Item terms |
| Item description |
| Item participants |
| Attendee Remarks |
| Approval of Previous Minutes |
| Executive Director Report |
| Voting/Reports |
| Meeting Policies |
| Other Business |
| Adjournment |
| Convene to Closed Session |
Committee Meeting
Microsoft Word
Microsoft Excel
| Call to Order |
| Welcome-Introduction |
| Roll Call |
| Approval of Previous Meeting Minutes |
| Old Business |
| Item 1 |
| New Business |
| Item 1 |
| Item 2 |
| Additions to Agenda |
| Calendar |
| Adjournment |
General Business Meeting
Microsoft Word
Microsoft Excel
| Action Items from Previous Meeting |
| Item Description |
| Responsible |
| Due Date |
| Agenda Items |
| Item |
| Presenter |
| Time Allotted |
| New Action Items |
| Item |
| Responsible |
| Due Date |