Join over 150k subscribers to get the latest articles, podcast episodes, and data-packed reports—in your inbox, every week.
Join over 150k subscribers to get the latest articles, podcast episodes, and data-packed reports—in your inbox, every week.
All posts
UX Research Topics
Podcasts
Field Guide
SUBSCRIBE TO OUR NEWSLETTER
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.
Pre-meeting prep is critical for defining your goals and planning the agenda. Here are some meeting agenda templates to help you get started.
This is where the magic happens. Use these templates for taking notes, guiding workshops, and documenting your conversation during the meeting.
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.
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!
Content Marketing 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.