The following template is just one way for you to become more deliberate in getting to a better and more productive meeting experience. There are probably a dozen ways to structure a meeting, and no one template is the answer to all your problems. Meeting Agenda Template for recurring meetings The most common reasons are that we fall into a routine and that we lose sight of a clear structure and purpose. It is unfortunate to all of us, as we all have a few of these clogging our calendar every week. Recurring meetings tend to suck more than others. There's no clear goal and a lack of general structure Wrong participants, either by role or by the amount

The meeting is too long or is repeating too frequently The same usual problems cause these symptoms: Regardless of the purpose of the meeting, you might encounter participants moaning and complaining, or even worse, they are completely checked out. Informative (status-update, All-hands, stand-ups)Īctionable (strategic planning, problem-solving)Įducational (AMAs, training, external speakers)Ĭontinuous improvement (retrospective, ideation) You can group meetings in a multitude of ways, but generally speaking, they can be classified based on their purpose: Dynamic array functions in Excel – introduction to FILTER, SEQUENCE etc.Purpose of meetings and why do they usually suck?.If you want to learn more about the calculations and set up of this workbook, please refer to these articles + videos. In the 12-month calendar view, I am showing upcoming 10 activities using FILTER function too. I am then using FILTER function to filter out the activities for a given day and show them next to the calendar date.Īlso, if “highlight activities” is enabled, then I am highlighting the calendar cells in a different color. You can set up any number of activities in the planner table. Once the monthly calendars are generated, then I highlighted the weekends, holidays and activities using conditional formatting. I then used the same logic to generate monthly calendars for all the 12 months and adjusted them based on the week start option. We can use the SEQUENCE function to create all the dates in any given year.įor example, =SEQUENCE(366,DATE(2024,1,1)) generates all the 366 dates in the year 2024. To generate the calendar, I am using the dynamic array functionality of Excel 365. The calendar workbook has two main components. Customizations tab: Do you want to change the way your week begins? Need to add some holidays or change the icons? Use the customizations tab.Whatever items you list here will automatically show up on the calendar & any month tabs. Planner tab: Use this tab to set up your activities.The calendar shows date, any activities planned in a neat grid view.

You can change the month from cell C3 and the calendar updates automatically.

Any month tab: This page lets you see the calendar for any specific month in a detailed view.

It also highlights any holidays, weekends and planned activities on the calendar in a different color.

Calendar tab: See the 12-month calendar view + upcoming activities in this page.

If you have an older version of Excel (such as 2019 or 2016, 2013) then please use this alternative version. It uses modern dynamic formula techniques to automatically generate the calendar, planner and month views. This calendar is compatible with Excel 365.

Excel meeting agenda template