Meeting Templates
Meeting Templates
Meetings at ADR Studio Management are kept lean, focused, and action-driven. Whether it’s an internal sync or a client presentation, we use simple templates to ensure every call has a purpose and every participant knows what to expect.
Feel free to duplicate and adapt these templates for your specific needs.
📅 Internal Sync Template
Use this format for weekly team check-ins or departmental syncs.
📝 Title: [Team/Project] Weekly Sync – [Date]
Attendees: [List names]
Agenda:
Quick status updates (roundtable)
Review of major tasks this week
Roadblocks or dependencies
Priorities for next week
Reminders & announcements
Notes / Discussion Points:
[ ]
Action Items:
[Name] → [Task] – [Deadline]
[Name] → [Task] – [Deadline]
Next Meeting: [Date & time]
🤝 Client Meeting Template
Use this format for project briefings, reviews, or feedback sessions with clients.
📝 Title: [Client Name] Project Call – [Date]
Attendees: [List names and roles]
Meeting Type: (e.g. Kickoff / Review / Strategy / Feedback)
Agenda:
Welcome & introductions (if new members)
Project status overview
Key discussion items
Feedback & next steps
Q&A (if time allows)
Meeting Notes:
[ ]
Decisions Made:
[ ]
Action Items / Next Steps:
[ADR / Client] → [Task] – [Responsible] – [Deadline]
Next Meeting (if scheduled): [Date & time]
⚡ Rapid Decision Meeting Template
Short meeting, focused on making a key decision or unblocking a task.
📝 Title: [Topic] – Decision Call
Decision Needed: [What is the issue or decision?]
Context / Background: [Brief explanation of what’s led to the need for this decision]
Options Presented:
Option A: [Summary]
Option B: [Summary]
Risks & Considerations:
[List any dependencies or implications]
Outcome: [Chosen path or next action]
🧠 Tip: Always attach the meeting notes in ClickUp tasks or Slack threads after the call. Documentation = clarity = fewer follow-ups.
Last updated