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Meeting Template Selection Guide

Choose the right template for your meeting type.

Template Overview

Meeting Type Use This Template When to Use
Make a decision Decision Meeting Need to evaluate options and reach a decision
Project update Status Update Regular check-ins, progress reviews
Generate ideas Brainstorming Creative ideation, problem-solving
Sprint planning Sprint Planning Planning agile sprint work
Sprint retro Retrospective Reflecting on completed work
Manager/report 1:1 Meeting Regular one-on-one check-ins
Weekly team sync Status Update (simplified) Routine team synchronization

Quick Decision Tree

What's the primary purpose?

├─ Make a decision
│  └─ Use: Decision Meeting Template
│
├─ Update on progress
│  └─ Use: Status Update Template
│
├─ Generate ideas
│  └─ Use: Brainstorming Template
│
├─ Plan sprint work
│  └─ Use: Sprint Planning Template
│
├─ Reflect on past work
│  └─ Use: Retrospective Template
│
└─ Manager/report check-in
   └─ Use: 1:1 Meeting Template

Template Customization

All templates can be customized:

  • Simplify for shorter meetings
  • Add sections for specific needs
  • Combine elements from multiple templates
  • Adapt language for your team culture

Best Practices

  1. Choose template first: Select before gathering context
  2. Gather Notion content: Search and fetch relevant pages
  3. Enrich with research: Add Claude insights where valuable
  4. Customize as needed: Adapt template to specific situation
  5. Share early: Give attendees time to review