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Last Updated on November 5, 2019

How to Write an Effective Meeting Agenda (With Templates)

How to Write an Effective Meeting Agenda (With Templates)

All meetings have a purpose. Some meetings are brainstorming sessions. Other meetings are strategy sessions to achieve a particular goal. Some meetings are debriefs from still other meetings. Whether you are gathering to fill in your employees on the stunning third-quarter results or to practice a pitch for a new client, your meeting will run more smoothly, efficiently, and productively with a meticulously crafted meeting agenda.

The Importance of a Meeting Agenda

A Meeting Without an Agenda Is like a Road Trip Without an Itinerary

As a busy professional, you lose patience when you feel your valuable time is being wasted. This happens more often than you may realize. For many executives, meetings take up two of the five days of the workweek.

All the more reason to make sure that every meeting is essential. Ask first if the topics can’t be covered another way — through email, perhaps, or via a phone call with the key players. If you determine that a face-to-face meeting is imperative, write a meeting agenda to outline the discussion points, and assign times for each speaker.

You know the frustration you feel when a meeting falls ten minutes behind schedule while everyone politely waits for Susan to finish gushing about her trip to Bermuda? Meeting agendas act as gentle reminders to everyone assembled that time is valuable and to please stay on point.

Well-Crafted Agendas Are Inclusive

Scheduling a staff meeting signals to coworkers that their input is needed, or that assignments need to be made. When you follow up the meeting invitation with a detailed agenda, participants know to prepare. Workers actually say they enjoy participating in meetings if there is a clear objective and pertinent information is shared.

Smart Meeting Agendas Are Goal-Oriented

Meeting agendas set all topics to be covered. Choose different speakers for each topic, and ideally, allot times for each speaker. If it’s a brainstorming session, consider an agenda that lists expected outcomes. For example: “Outline the plan for developing our mentoring program; set timelines; make staff assignments.”

Agendas serve as a guide for the meeting facilitator, keep everyone in sync, and provide a format for the person taking the meeting minutes to follow.

How to Write an Effective Meeting Agenda

So, how do you go about crafting this all-important meeting agenda? Apply these 8 useful tips:

1. Solicit Feedback Ahead of Time

Your bosses and colleagues will be more engaged if you ask for their input. Getting their buy-in will make it more likely that they will attend the meeting and champion its outcomes.

A week before the meeting, make it a point to visit with some of the key players at your company and simply ask, “Would you like to include anything on the meeting agenda?”

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2. Follow Proper Meeting Agenda Etiquette

After you’ve drafted the agenda, be sure to run it by your supervisor, your supervisor’s boss, and each person cited on the agenda. Never include a speaker on the agenda without first taking this precaution. Avoid listing workers who are out of town or attending other meetings.

If the key player on a particular piece of business is away, ask another staffer to fill in for her. As a courtesy, be sure to let them both know you have taken this step.

Once the meeting agenda is approved and the speakers are set, email the agenda to all meeting attendees in advance. Take care to get RSVPs to the meeting. You want to avoid any surprises.

3. Respect the Timeline

If you have reserved the office conference room for an hour, that is the longest your meeting should last.

At some companies, other groups will have reserved the conference room directly after your group leaves. So ideally, draft your meeting agenda so that your team will have left the room at least five minutes before the next meeting starts.

4. Find an Organizing Principle for the Meeting Agenda

Streamline your agenda so that the attendees will leave having a clear sense of the outcomes. You may want to prioritize, listing the most important projects that must be discussed first.

Sometimes, it makes sense to organize these projects by their deadlines. Other times, it makes sense to list these projects by their importance to the firm.

5. Consider the Number of People Who Should Report

Five minutes of uninterrupted time is often long enough for an update on a particular meeting. It’s the interruptions that add time!

If your senior V.P. of marketing tends to get flustered or veer off track when interrupted, consider a meeting agenda that leaves Q&A for the last ten minutes of the meeting. Then, be sure to enforce it. You can gently interrupt the interrupter and say, “As you know, Paul, we’ve left time at the end for questions. Right now, let’s let Rick finish his update.”

6. Pay Attention to the Order of the Speakers

In some companies, senior management speaks first. In other companies, junior associates do. When figuring out the speaker order, be sure it aligns with your company’s culture.

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That said, never include anyone on a meeting agenda who does not need to report. Doing so will just make the meeting run long. When listing speakers on the agenda, deciding whether to include their titles will again depend on your company’s culture.

In a more casual environment, you might just list first names. In a more formal environment, you might list first and last names and include titles.

7. Format Meeting Agendas in the Same Way

A meeting agenda should be made on the organization’s letterhead — or at a minimum, include the company logo. Place the title for the meeting and the date at the top of the agenda, along with the meeting’s projected start and end time.

A meeting agenda should be in outline format in a readable type size. Find a clean design for the agenda, and use it each time for consistency. The font should be easy to read, such as Times New Roman or Geneva or Arial. If a template already exists for meeting agendas, simply use that. If one does not exist, create one. (See the next section)

8. Include a List of Documents Needed for the Meeting

Oftentimes in a meeting, the group will be asked to react to a report or proposal, and it is helpful to list these documents at the bottom of the agenda.

Additionally, it will save time if you send the documents together in advance of the meeting so everyone attending will have time to review them.

If laptops are required, be sure to let attendees know in advance.

Meeting Agenda Templates

As long as there have been meetings, there have been meeting agendas. So chances are, someone in your company knows of a clean, easy-to-read meeting agenda template that you can use. But in not, consider one of these:

Agenda Template #1 – Planning

Mentor Program Planning Meeting Agenda

Location: First-floor Conference Room

Date: November 18, 2019

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Time: 1-2:30 p.m. ET

Agenda

  1. Background on Purpose of a Mentor Program, Cheryl Smith, Director, Human Resources (1-1:15 p.m.)
    • a. Evidence regarding employee engagement
    • b. Need to groom rising stars
  2. Recruitment of Mentors/Mentees, Max Marcus, Associate Director, HR (1:15-1:35 p.m.)
    • a. Other corporate models
    • b. Brainstorm criteria
  3. Mentor Program Requirements, Seth Walsh, HR Intern (1:35-1:55 p.m.)
    • a. Pros and cons of structured mentor meetings
    • b. Brainstorm requirements
  4. Implementation, Cheryl Smith (1:55-2:20 p.m.)
    • a. Timeframe for department heads to identify participants
    • b. Pilot program rollout
      • i. 1st participant training session
      • ii. pilot program rollout
      • iii. quarterly debriefs
    • c. Program evaluation
  5. Next Steps, Max Marcus (2:20-2:25 p.m.)

Agenda Template #2 – Information

WXYZ Meeting Agenda

Objective: To create a viable list of businesses to cold call

Meeting Lead: Mary Starsky

Date: November 20, 2019

Location: 16th Floor Conference Room B

Time: 4 p.m.-5 p.m. ET

Call-in Number/Code

Agenda Items

Introductions 4 p.m.-4:05 p.m.

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  1. John Smith—Presenter 4:05 p.m.-4:20 p.m. Companies contacted
  2. Marianne Legit—Presenter 4:20 p.m.-4:35 p.m. Potential leads
  3. Sylvia Stretch—Presenter 4:35 p.m.-4:55 p.m. New canvassing techniques
  4. Q&A [Only if time]

Preparation for Meeting

  • Please read: [List and attach documents]
  • Please bring: [i.e. Laptop, suggestions, supplies]

Agenda Template #3 – Presentation

ZZZ Company Agenda

Date/Start and End Time: Nov. 21, 2019; 9 a.m. ET-10 a.m. ET

Location: Cafeteria, 12th Floor

Meeting called by: Steve Parks

  1. Welcome/Introduction – [Steve Parks, 9 a.m.-9:10 a.m.]
  2. New Product Line Overview – [Paul Aria, 9:10 a.m.-9:20 a.m.]
  3. Demonstrations – [Claire Ringis, 9:30 a.m.-9:40 a.m.]
    • a. Whitening toothpaste
    • b. Toothpaste that strengthens gums
    • c. Toothpaste that fights plaque
  4. Product Marketing – [Steve Parks, 9:40 a.m.-9:50 a.m.]
  5. Discussion and Q & A [9:50 a.m.-9:55 a.m.]
  6. Next Steps – [To be distributed after the meeting]

Bottom Line

When you write the meeting agenda, you control the meeting

Your aim should be to run a tight meeting. An intelligent agenda will help you do this. Leave enough time for discussion, but not too much time. Also, be sure to start your meetings on time.

When you take charge of crafting the meeting agenda, you are directing what course of action needs to be taken. Your ability to draft an effective meeting agenda will increase both meeting and follow-up productivity. These are two extraordinary feats.

Run the tightest meetings at your company, and your team’s performance will soar.

More About Productive Meetings

Featured photo credit: Štefan Štefančík via unsplash.com

More by this author

Vicky Oliver

Author of 6 best-selling books on job-hunting and job interview questions, business etiquette, frugalista style, advertising, and office politics.

20 Critical Skills to Add to Resume (For All Types of Jobs) How to Find New Growth Opportunities at Work How to Write an Effective Meeting Agenda (With Templates) How to Make Going Back to School at 30 Possible How To Write Effective Meeting Minutes (with Examples)

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Last Updated on December 2, 2019

How to Develop Mental Toughness And Stay Strong

How to Develop Mental Toughness And Stay Strong

Are you the kind of person who wants to achieve massive success in your life? Do you have the mental toughness to make that happen?

I think we can all agree that no matter your ambitions, achieving success can be difficult; and over time, the daily grind can take a toll on your physical, mental, and emotional energy.

Achievers and high performers from all walks of life face ups and downs along the path to success—they face failure, burnout, discouragement, fatigue, self-limiting beliefs, stress, and so much more.

How do some people continually strive towards their personal goals year after year while others give up on them? How do those people stay strong and persevere when there is so much stacked against them?

Studies now show that mental strength is a critical key to success. If you haven’t read Angela Duckworth’s book Grit, you should. In it, she shows that “the secret to outstanding achievement is not talent but a special blend of passion and persistence she calls ‘grit.’” In other words, mental toughness plays a significant role when it comes to achieving goals.

Sometimes, our goals wear us down and leave us feeling exhausted. Other times, our goals get difficult, and success seems impossible, so we lose hope, become discouraged, and want to quit.

At its core, mental toughness is simply the ability to stick to something when the going gets tough. People with high levels of mental toughness can push beyond these obstacles and forge a path towards success while those with lower levels of mental toughness may abandon their dreams.

Want to know the good news?

No matter who you are, what you’ve been told, or what you currently believe, you can develop the mental toughness you need to be successful.

All you need to do is learn to develop a positive mindset, focus on your why, and utilize the people around you for support.

1. Develop a Positive Mindset

If you’re going to increase your mental toughness, the first thing you have to do is focus on building a strong, positive mindset.

According to the Cleveland Clinic, the average person has 60,000 thoughts per day. Of those, 95% of those thoughts repeat each day and, on average, 80% of repeated ideas are negative.[1]

That’s roughly 45,600 negative thoughts per day!

Carrying around these negative thoughts is like going on a hike in the mountains with a backpack full of rocks. The hike is hard enough on its own, but having extra junk weighing you down is a recipe for failure.

Sometimes, building mental toughness isn’t as much about building new strength as it is about saving your strength for the right tasks. Wouldn’t it be easier to dump the rocks out of the backpack instead of trying to get strong enough to carry the extra weight?

Absolutely!

But how can we learn to spot those 45,600 negative thoughts and get rid of them? How can we empty our metaphorical backpack?

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Well, it gets a whole lot easier if you know what you’re looking for. Some of the most prominent types of negative thoughts are self-limiting beliefs, all-or-nothing thinking, and dwelling.

Let Go of Self-Limiting Beliefs

It’s pretty hard to be mentally tough when you’re constantly beating yourself up. Self-limiting beliefs are any beliefs that hold you back in some way. Here are some examples:

“I’m not smart enough to…”

“I don’t have enough experience to…”

“I’ve tried that before, and it didn’t go well, so I must just be bad at…”

When we allow these self-limiting beliefs to flood our minds, negative self-talk runs rampant, and we crowd out our ability to think positively. We’re effectively working against ourselves.

If you want to keep your mind strong on your path to success, you have to overcome the self-limiting beliefs that are holding you back by realizing one key truth: self-limiting beliefs are thoughts, not facts.

When you recognize a self-limiting belief cropping up in your mind, quickly silence it by telling yourself that it’s not true and then back that up with some positive affirmations:

  • “I am smart enough; I may just need to do some more research first.”
  • “I may not have as much experience as someone else, but that’s not going to stop me from trying. I have enough experience to get started. I’ll figure the rest out on the way.”
  • “Just because I failed at this last time doesn’t mean I’m going to fail this time. My past does not dictate my future.”

Get Rid of the All-or-Nothing Thinking

Another form of negative thinking that could be preventing you from building mental toughness is all-or-nothing thinking.

All-or-nothing thinking is the concept of thinking in extremes. You are either a success or a failure. Your performance was totally good or totally awful. If you’re not perfect, then you’re a failure.

But this isn’t true!

If you’re trying to lose 30 pounds and only lost 28, isn’t that still better than not losing any weight at all? I’d say so!

If you allow all-or-nothing thinking to rule your mind, you’ll be on cloud nine when you succeed, but you’ll beat yourself up when you “fail.” Acknowledging the shades of gray in between will allow you to see success more often and it will help you celebrate your smaller wins.

When you recognize an all-or-nothing thought, remember to look for the positive in the situation. What did you gain by trying? What would you have missed out on had you not tried? Could you do better if you were to try again?

Ditch the Dwelling

Self-Limiting Beliefs and All-or-Nothing Thinking can lead to a bad case of dwelling on the negative. If you want to build some mental toughness and keep your mind strong, you have to ditch the dwelling.

Every day, bad things happen to each of us, and while there’s nothing we can do to prevent that, we can control how we react to these situations.

When we dwell on our misfortunes, we waste massive amounts of energy that we could be using to achieve our goals. When this happens, we’re more likely to quit altogether.

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But that doesn’t mean you’re not mentally tough; it just means you’re misusing your energy.

The next time something bad happens, it’s important to allow yourself to feel the disappointment and frustration, but work on reducing the amount of time you dwell on the situation.

Easier said than done, right? Try these:

  1. Call a friend or mentor and talk it through with them. Get some outside perspective on your situation.
  2. Time block your dwelling by allowing yourself to dwell for no more than one hour.
  3. Then, tell yourself to move on, that you’re human, and you’re allowed to make mistakes or experience setbacks.
  4. If all else fails, find a good way to distract yourself until you can calm down and reexamine things with a clear mind.

The faster you can focus on the positives and move past the problem, the quicker you can get back to achieving success in your life.

Be Patient about the Process

No matter which negative thoughts tend to run around your mind, working to replace them with positive thoughts can take time.

Learning to spot self-limiting beliefs, all-or-nothing thinking, or dwelling is one thing, but learning to quiet those thoughts is another thing entirely.

If at first you don’t succeed, don’t fret. Instead, take a deep breath and try again. As you work towards improving your mindfulness and your mental toughness, remember that you’re going to get better with time.

To make things a little easier, it helps to connect with your purpose.

2. Connect with Your Purpose

One of the most critical elements to building mental toughness and keeping a strong and focused mind is having a strong ‘why’ for everything you want to do.

If you set out to achieve a huge goal that you don’t have a ‘why’ for, you’re going to find yourself distracted, discouraged, or disengaged as soon as you experience your first setback.

Think about the last time you were working on a goal or resolution and things weren’t going well, maybe you even wanted to quit. Perhaps you thought you didn’t have enough willpower. Maybe you told yourself that you didn’t have enough discipline.

Here’s the truth: you just didn’t have a strong enough why.

Simon Sinek has been spreading his message “Start with Why” across the globe.[2] In short, he says that:

“Your ‘why’ is the purpose, cause or belief that inspires you.”

One of the biggest drains on your mental energy is pursuing a goal or a task that you don’t have a ‘why’ for. This is when we tend to look for external motivation or question our willpower, but those aren’t the issues.

Often, we set goals because we like the idea of the goal, not the reality of the goal. Without connecting to our why, we can’t intrinsically motivate ourselves to achieve our most challenging goals.

Find Intrinsic Motivation

Intrinsic motivation is our innate desire to do something and it comes when we work towards something that satisfies ourselves above all else—not our parents or our bosses or our teachers.

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Let’s say you think you want to quit smoking because you know it’s bad for you, but you really enjoy smoking. If you don’t truly want to quit smoking, it’s going to be nearly impossible, regardless of your willpower or mental toughness.

But if you want to quit smoking because you just had a baby, and you don’t want your baby growing up around smoke, then that ‘why’ is going to give you intrinsic motivation. Intrinsic motivation is far more powerful than sheer stubborn willpower, and it’s far easier to maintain over the long haul.

If you’re trying to develop mental toughness, connecting a why to everything you want to achieve will reduce the effort and energy it will take to achieve those things. Once you’ve found a strong why for all of your goals, you’ll find that you’ll have significantly more energy to pursue your more difficult challenges.

3. Find Strength in Unity

The final aspect of developing mental toughness is embracing the idea that you’re not in this alone. It’s a fact, anyone who’s ever achieved success in anything didn’t do so alone.

Bill Gates didn’t build Microsoft alone. Oprah didn’t build her network by herself. Steve Jobs didn’t invent the iPhone without a team. Michelle Obama didn’t implement the “Let’s Move” campaign on her own.

Behind all of these successful people were countless other people who were there offering support, mentorship, guidance, and encouragement.

If you want to develop unmatched mental toughness, you need to understand that you don’t have to go it alone. Even the toughest Navy Seals have a team backing them up.

If you want to stay strong in your endeavors, you need to build a team of supporters who will step in and back you up when it counts.

Find a Mentor or Committee of Mentors

The benefits of having a great mentor are far too many to list, but to boil it down to the basics, a mentor is someone who will help show you the path to success.

A good mentor will help you discover your greatest strengths, spot and overcome your blind spots, and work through your weaknesses.

If you’re struggling to deal with your internal negativity or with finding your purpose, talk it through with a mentor. Sometimes we lose the forest for the trees, and a mentor can help us take a step back and see the bigger picture.

Here’s how to find the right mentor for yourself: How to Find a Mentor That Will Help You Succeed

Recruit Some Cheerleaders

If you want to stay strong, it never hurts to have a group of personal cheerleaders. Unlike mentors who are going to jump in and help you address your problems, a group of cheerleaders will help keep your spirits up.

Even if you have a strong ‘why’ and a positive mindset, it’s nearly impossible to maintain a positive attitude 100% of the time. It doesn’t make you weak to need some help from time to time. Having a group of people cheering you on will make all the difference in the world.

As you work towards your goals, tell a few close friends about what you’re doing, and when things get tough, tell them about it. And when they give you the pep talk you need, don’t resist their positivity or counter it with your self-limiting beliefs or your all-or-nothing attitude.

Allow their optimism to refill your energy and use that energy to press on.

Form an Accountability Group

Cheerleaders are great, but sometimes we need someone to give us the kick we need to keep going. You might have a strong ‘why’ for running a marathon or losing 30 pounds, but that doesn’t mean it’s going to be easy; and trying to force yourself to follow through is a sure way to tax your mental energy.

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Why not save some of your mental energy by forming an accountability group?

Find a person or a few people who have similar goals, or at the very least, the need for an accountability partner. Then, form an agreement within the group to push each other every day.

Even if your goals aren’t the same, accountability partners are great for giving us the push we need when we need it most.

Regardless of which relationships you choose, sometimes we have to be able to work through things on our own. Mentors, cheerleaders, and accountability partners are a great way for us to combat our naturally negative mindsets, but occasionally we have to be able to pick ourselves back up.

4. Learn to Pick Yourself Back Up After Setbacks

Building a strong mindset and developing mental toughness isn’t easy! Anyone who’s ever achieved massive success knows that obstacles, setbacks, and failure are inevitable, and you’re no different.

As you work on your goals, you’re going to face many ups and downs, but this doesn’t mean that you don’t have mental toughness, willpower, or discipline.

We all struggle. We all fail. It’s what we decide to do after we fail that truly counts.

When you find yourself in a low spot, ask yourself these questions:

  • “Am I being too hard on myself?”
  • “Are negative thoughts such as Self-Limiting Beliefs or All-or-Nothing Thinking distorting my view?”
  • “What’s the positive side of this setback/obstacle/failure?”
  • “Why was this goal important to me? What was my purpose?”
  • “Is this goal still important to me? Do I still have a ‘why’?”
  • “Who can I ask for help? Who can mentor me or cheer me on? Who can help hold me accountable?”

Asking yourself these questions is a great way to check in on your mindset. When we get lost in negative thinking or lose connection to our purpose, it’s far too easy to become discouraged. When we feel discouraged, we start feeling weak, maybe even a little hopeless.

Also, this article provides some useful tips to help you get back on track: How to Deal with Failure and Pick Yourself Back Up

Tying it All Together

Are you still with me? I know I’ve thrown a lot at you, from developing a positive mindset and combatting your internal voice to connecting with purpose and building a committee of mentors. It’s a lot to take it!

But here’s the bottom line:

A crucial part of developing mental toughness is learning to recognize these tendencies and taking action to correct them early on. Developing mental toughness is not about eliminating weakness, but learning how to deal with it and overcome it.

No one is perfect, but when we focus on the right things, we can develop a mental toughness worthy of life’s biggest challenges.

More About Mental Strength

Featured photo credit: Zulmaury Saavedra via unsplash.com

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