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Illustration of a man sitting at his computer in a Zoom meeting with his colleagues - 37 Free UX Meeting Templates, From Prep to Follow-Up

37 Free UX Meeting Templates, From Prep to Follow-Up

Love ‘em or hate ‘em, meetings are better with a well-prepped facilitator, clear agenda, and effective follow-up plan. Templates can help.

The professional world has mixed feelings about meetings. 

Some folks are decidedly anti-meeting, such as Dave Barry who said, “If you had to identify, in one word, the reason why the human race has not achieved, and never will achieve, its full potential, that word would be 'meetings.’”

Others have a more positive outlook. Take Abhishek Ratna, for example, who said: “Meetings at work present great opportunities to showcase your talent. Do not let them go to waste.”

Love ‘em or hate ‘em, one thing’s for sure: Meetings are more productive (and more enjoyable) with a well-prepped facilitator, clear agenda, and effective follow-up plan. 

So if meetings are here to stay, why not streamline the process with a template or two?

In this article, we’ve collected 37 free templates for meeting briefs, agendas, notes, and recaps to help you run better, more efficient meetings with your UX team. Keep scrolling to browse through each on the blog or download the slides here.

✅ Templates for preparation before UX meetings

Pre-meeting prep is critical for defining your goals and planning the agenda. Here are some meeting agenda templates to help you get started. 

Free meeting agenda template from Asana

  • Format: Asana Board
  • Free with account sign-up 
screenshot of meeting agenda template in Asana

18-minute meeting agenda template by Calendly

  • Format: Fellow app
  • Free with account sign-up
screenshot of meeting agenda template from calendly

Customizable meeting agenda templates by Microsoft

  • Format: Word doc
  • Free
screenshot of customizable meeting agenda templates from microsoft

Team meeting agenda template by MeetingBooster 

  • Format: PDF
  • Free
Team meeting agenda template screenshot

Kickoff meeting agenda template by eForms 

  • Format: PDF, Word, or ODT
  • Free
kickoff meeting agenda template

Creative brainstorming meeting agenda template by Owl Labs 

  • Format: PDF
  • Free
creative brainstorm meeting template

Project management meeting agenda template by HyperContext 

  • Format: HyperContext App 
  • Free with account sign-up
project management meeting agenda template

The 45-minute team meeting agenda template by HyperContext 

  • Format: HyperContext App
  • Free with account sign-up
45 minute team meeting agenda template

Pre-mortem meeting agenda template by Squarespace 

  • Format: Fellow app
  • Free with account sign-up
pre-mortem meeting agenda template by squarespace

Weekly team meeting agenda word doc template by TimeDoctor 

  • Format: Google doc
  • Free
team meeting agenda word doc template

Project kickoff meeting agenda google doc template by TimeDoctor 

  • Format: Google doc
  • Free
project kickoff meeting agenda template

📓 Templates for notes and documentation during UX meetings

This is where the magic happens. Use these templates for taking notes, guiding workshops, and documenting your conversation during the meeting. 

Templates for keeping meeting minutes by Microsoft

  • Format: Word doc
  • Free
screenshot of meeting minutes templates from microsoft

Meeting notes template with action items by Atlassian 

  • Format: Atlassian
  • Free with account sign-up
screenshot of meeting notes template with action items from Atlassian

Design critique meeting template by Hugo

  • Format: Fellow app
  • Free with account sign-up
screenshot of design critique meeting template

Design workshop meeting template by Miro

  • Format: Fellow app
  • Free with account sign-up
design workshop meeting template by miro

Project check-in meeting template by Hugo

  • Format: Fellow app
  • Free with account sign-up
project check-in meeting template

Project management team meeting template by Lenny Rachitsky

  • Format: Fellow app
  • Free with account sign-up
project management team meeting template

Effective meeting minutes templates by Notejoy 

  • Format: Text
  • Free
effective meeting minutes template by notejoy

Simple meeting notes template by Coda

  • Format: Coda app
  • Free with account sign-up
simple meeting notes template by coda

Free meeting documentation template by Evernote

  • Format: Evernote app
  • Free with account sign-up
free meeting notes and documentation template by evernote

Meeting notes template by Clickup 

  • Format: ClickUp app
  • Free with account sign-up
meeting notes template by clickup

UX kickoff meeting questions template by Usability.gov

  • Format: Word doc
  • Free
ux kickoff meeting questions template

⏩ Templates for follow-ups and retrospectives after UX meetings

Don’t forget to follow up! Use these retro, recap, and next-steps templates to make sure everyone’s on the same page after the meeting. 

Project post-mortem template by Clickup

  • Format: ClickUp App
  • Free with account sign-up
screenshot of project post-mortem template by clickup

All activities retro meeting template by Atlassian 

  • Format: Fellow app
  • Free with account sign-up
screenshot of all activities retro meeting template by atlassian

Simple meeting follow-up and recap email templates by Hugo

  • Format: Text
  • Free 
screenshot of meeting follow-up and recap email templates

Free meeting follow-up email templates by HubSpot 

  • Format: Text
  • Free
free ux meeting follow-up email templates

Meeting follow-up email template by LiveAgent

  • Format: Text
  • Free
meeting follow up email template for ux teams

Team meeting follow-up templates by Fellow

  • Format: Text
  • Free
team meeting follow up email template

Business meeting follow-up email templates by AutoKlose 

  • Format: Text
  • Free
business meeting follow up email template

Post-meeting recap email template by The Muse

  • Format: Text
  • Free
post meeting recap email template for ux research team meetings

Business meeting follow-up email template by Spark

  • Format: Text
  • Free
business meeting follow up email template

Sample meeting follow-up emails by Swordfish 

  • Format: Text
  • Free
sample meeting follow up email template

Meeting action items tracking and follow-up template by Smartsheet 

  • Format: Smartsheet app
  • Free with account sign-up
team meeting action items tracking and follow up template

Meeting recap template by Indeed 

  • Format: Text
  • Free
meeting recap email template for ux researchers

Meeting recap template by Vowel 

  • Format: Text
  • Free
meeting recap email template

Meeting recap email template by Grain 

  • Format: Text
  • Free
meeting recap email template

Meeting recap and next steps template by Hunter 

  • Format: Text
  • Free
meeting recap and next steps email template

✨ Kickoff your next UX research project with User Interviews

Hopefully, these templates have given you a head-start on running an engaging, productive meeting with your UX research team

If you’re meeting to plan for your next UX research project, why not get off to a running start on the recruitment process too? With User Interviews, it's simple to run high-quality research with your target audience. It's the only tool that lets you source, screen, track, and pay participants from your own panel, or from our 3-million-strong network.

It’s free to get started, and we’re fully compatible with your existing tool stack—sign up today!

Lizzy Burnam
Product Education Manager

Marketer, writer, poet. Lizzy likes hiking, people-watching, thrift shopping, learning and sharing ideas. Her happiest memory is sitting on the shore of Lake Champlain in the summer of 2020, eating a clementine.

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