Created by:
Teresa Garanhel
Bring structure and clarity to every meeting with this ready-to-use framework.
Our meetings playbook template helps you set clear expectations, cut down on unnecessary calls, and create a culture where every meeting matters.
Whether you’re looking to boost productivity or reduce meeting fatigue, this template gives you a practical, easy-to-customize guide that supports better decision-making and collaboration.
What is a meetings playbook template?
A meetings playbook template is a step-by-step guide to designing and running meetings that work.
It lays out when a meeting is actually needed, principles for making it effective, and protocols for everything from setting agendas to managing calendars.
You’ll find best practices like the “two pizza rule,” time-saving scheduling tips, and an 11-point checklist for running meetings that deliver outcomes, not just more talk.
Who is it for?
This template is made for you if you want to shape a meeting culture that respects everyone’s time.
It’s also great for managers, team leads, or anyone responsible for keeping projects moving and people engaged.
How to use the template
- Customize it for your organization. Add your company’s working hours, preferred tools, and any unique meeting guidelines.
- Secure leadership buy-in. Share it with execs and managers so they can model the right behaviors.
- Pilot, then roll out. Start with a small group, gather feedback, and refine before launching company-wide.
- Put it into practice. Use the included 11 meeting principles to plan agendas, set clear objectives, and keep discussions focused.
- Review and update. Revisit the playbook regularly to keep it relevant and impactful.
With this meetings playbook template, you’ll empower teams to meet less, meet better, and get more done—without burning out your people.
Download your meetings playbook
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