Free template, copy and use

Free leadership team meeting template

A leadership meeting should solve company-level problems, not repeat status. This template reviews key metrics fast and spends most of the time on issues and decisions.

Let Acta fill it in

Paste it into Google Docs, Word, Notion or an email. Replace the [brackets].

Leadership team meeting template

Meeting

Leadership team | Date: [date] | Chair: [name]

Key metrics

[Metric] | Target: [ ] | Actual: [ ] | On track / Off track

Priorities check

[Priority] | Owner: [name] | On track / Off track

Issues to solve

[Issue] | Raised by: [name] | Decision / Discuss

Decisions

[Decision] | Owner: [name] | Effective: [date]

People

[Hiring, moves, recognition]

Cascade

What each leader tells their team: [ ]

How to use this template

  • Keep metrics and priorities to a quick on-track or off-track check.
  • Rank issues and solve the most important first.
  • Agree what to cascade so every team hears the same thing.

Skip the typing

Acta records your Zoom, Google Meet and Teams meetings, with or without a bot, and writes the notes for you: a summary, decisions, next steps and action items with owners, next to the transcript. Free for 15 days.

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Frequently asked questions

Related:

How often should a leadership team meet?

Weekly for 60 to 90 minutes, with a longer planning session each quarter.

What should a leadership meeting agenda include?

Key metrics, priorities, issues to solve, decisions, people topics and what to cascade to teams.

Is this leadership team meeting template free?

Yes. Copy it into Google Docs, Word, Notion or an email and use it as often as you like. No sign-up needed.

Can AI fill in the leadership team meeting for me?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, with or without a bot, or in person with the mobile app, and writes the notes, decisions and action items with owners afterwards. Anything the meeting didn't cover is left out, not made up.