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
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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
- •Choose template first: Select before gathering context
- •Gather Notion content: Search and fetch relevant pages
- •Enrich with research: Add Codex insights where valuable
- •Customize as needed: Adapt template to specific situation
- •Share early: Give attendees time to review