How to Make a Meeting Agenda

Developing a meeting agenda is a common job task for administrative professionals, assistants and secretaries. An agenda's purpose is to guide a meeting's activities and discussion points. It is a set plan of action and is designed to prevent a meeting's discussion from going off course. It should list several key points of information in addition to meeting topics.

Things You'll Need

  • Organization name
  • Meeting time
  • Meeting room
  • Meeting date
  • Attendees
  • Chairperson
  • Discussion topics
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Instructions

  1. Developing a meeting agenda

    • 1

      Enter the organization's name in bold, centered, at the top of the page, then add the name of the meeting (i.e., forms committee), centered and in bold. The word "Agenda" should be centered underneath the meeting name.

    • 2

      Add the heading "Meeting Date" in bold, left justified. Enter the date next to this heading.

    • 3

      On the next line, add the heading "Meeting time" in bold. Enter the time of the meeting next to this heading.

    • 4

      On the next line, add the heading "Meeting Room" in bold. Enter the place the meeting will take place, next to this heading.

    • 5

      The fourth line should have the heading of "Chairperson" in bold, with the name of the chairperson listed beside it.

    • 6

      A few lines down from the meeting identification information, add the meeting topics in the following order: Call to order, Review of minutes (from prior meeting), make a heading in bold stating "Old Business" and list any follow-up items from previous meetings, make a heading in bold stating "New Business" and list any new topics for discussion.

    • 7

      After each topic listed, list the person responsible. For example, if someone is scheduled to discuss adding a new medication to a hospital formulary, you would put his or her name next to that topic.

    • 8

      At the bottom of the agenda, add a distribution list of committee members with names and credentials.

Tips & Warnings

  • It may be helpful to do agendas via tables in Word documents. It helps with formatting with the added bonus that you'll be able to hide the grid lines or do away with them altogether in the table properties. It will give your agenda a clean look.

  • Ideally, agenda's should be sent out to committee members at least one week prior to the meeting.

  • Always check the agenda topics with the chairperson before compiling your agenda and definitely before sending the agenda out to committee members.

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