25 free templates
Free meeting templates to copy
Agendas, minutes, standups, retros, sales calls and follow-ups. Copy one into Google Docs, Word or Notion, or let Acta write your notes from the meeting itself.
Everyday meetings
Everyday meetingsMeeting minutes templateA free meeting minutes template you can copy: attendees, agenda items, discussion, decisions and action items with owners and due dates.Copy the template Everyday meetingsMeeting agenda templateA free meeting agenda template: the goal, topics in order with an owner and time for each, pre-reads, and the decisions the meeting needs to make.Copy the template Everyday meetingsMeeting notes templateA simple, free meeting notes template for any meeting: key points, decisions, questions still open and next steps, in one page you can copy.Copy the template Everyday meetingsWeekly team meeting templateA free weekly team meeting template: wins, metrics, priorities for the week, blockers, decisions needed and action items, in about 30 minutes.Copy the template Everyday meetingsBrainstorming meeting templateA free brainstorming meeting template: a clear problem statement, silent idea time, grouping, voting and next steps for the top ideas.Copy the template
Agile & projects
Agile & projectsDaily standup templateA free daily standup template with the three classic questions, a blockers list with owners and a parking lot for topics to take offline.Copy the template Agile & projectsSprint retrospective templateA free sprint retrospective template: what went well, what didn't, what we'll try next sprint, and the actions from the last retro checked first.Copy the template Agile & projectsSprint planning templateA free sprint planning template: team capacity, the sprint goal, the backlog items the team commits to with owners, and the risks to watch.Copy the template Agile & projectsProject kickoff meeting templateA free project kickoff template: goals and success criteria, scope in and out, roles, timeline and milestones, risks, and how the team will communicate.Copy the template Agile & projectsRisk register templateA free risk register template: each risk with likelihood, impact, owner, mitigation, due date and status, plus a short guide to rating risks.Copy the template
Sales & customers
Sales & customersClient meeting notes templateA free client meeting notes template: the client's goals and concerns in their words, what you agreed, what you promised and the follow-ups with dates.Copy the template Sales & customersSales call notes templateA free sales call notes template: the buyer's situation, pain, budget and timeline, decision makers, objections, competitors and agreed next steps.Copy the template Sales & customersDiscovery call templateA free sales discovery call template with an opening, question bank by topic, space for answers and a close that books the next step.Copy the template Sales & customersCustomer onboarding call templateA free customer onboarding call template: goals and success criteria, stakeholders, setup checklist, training plan and the first milestones.Copy the template Sales & customersUser interview notes templateA free user interview notes template for product and UX research: context, tasks and workarounds, pain points in the user's words, and insights.Copy the template
Leadership & planning
Leadership & planningAll-hands meeting agenda templateA free all-hands meeting agenda template: company update, key numbers, team spotlights, welcomes, recognition and an open Q&A.Copy the template Leadership & planningPerformance review meeting templateA free performance review meeting template: achievements against goals, strengths, areas to grow, feedback both ways and goals for the next period.Copy the template Leadership & planningBoard meeting agenda templateA free board meeting agenda template: approval of minutes, CEO update, financials, strategic items, resolutions and a closed session.Copy the template Leadership & planningQuarterly planning meeting templateA free quarterly planning template: last quarter's review, priorities and OKRs for the next quarter, owners, resources, risks and what you'll stop doing.Copy the template Leadership & planningWorkshop agenda templateA free workshop agenda template: objectives, warm-up, working sessions with methods and outputs, breaks, wrap-up and follow-up actions.Copy the template Leadership & planningSteering committee meeting templateA free steering committee meeting template: overall status, milestones, budget, top risks and issues, decisions needed and escalations.Copy the template
Follow-up
Follow-upAction item tracker templateA free action item tracker template: each task from your meetings with owner, due date, status and the meeting it came from, so nothing slips.Copy the template Follow-upDecision log templateA free decision log template: each decision with the date, who decided, the owner, the reason, the options considered and its current status.Copy the template Follow-upMeeting follow-up email templateA free meeting follow-up email template: a short thank-you, decisions made, action items with owners and dates, and the next step, ready to send.Copy the template Follow-upMeeting summary templateA free one-page meeting summary template: the purpose, a three-line summary, decisions, risks raised and next steps, for people who missed the meeting.Copy the template
Frequently asked questions
Want the notes written for you? See Acta's report templates.
Are these meeting templates free?
Yes. Copy any template and use it in Google Docs, Word, Notion or email. No sign-up needed.
What's the difference between these and Acta's report templates?
These are blank formats you fill in yourself. Acta's report templates are written for you: Acta records the meeting and fills the report from what was said.
Which meeting template should I use?
Use an agenda before the meeting, minutes or notes during it, and a follow-up email and action item tracker after it.