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
18-minute meeting agenda template by Calendly
- Format: Fellow app
- Free with account sign-up
Customizable meeting agenda templates by Microsoft
- Format: Word doc
- Free
Team meeting agenda template by MeetingBooster
- Format: PDF
- Free
Kickoff meeting agenda template by eForms
- Format: PDF, Word, or ODT
- Free
Creative brainstorming meeting agenda template by Owl Labs
- Format: PDF
- Free
Project management meeting agenda template by HyperContext
- Format: HyperContext App
- Free with account sign-up
The 45-minute team meeting agenda template by HyperContext
- Format: HyperContext App
- Free with account sign-up
Pre-mortem meeting agenda template by Squarespace
- Format: Fellow app
- Free with account sign-up
Weekly team meeting agenda word doc template by TimeDoctor
- Format: Google doc
- Free
Project kickoff meeting agenda google doc template by TimeDoctor
- Format: Google doc
- Free
📓 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
Meeting notes template with action items by Atlassian
- Format: Atlassian
- Free with account sign-up
Design critique meeting template by Hugo
- Format: Fellow app
- Free with account sign-up
Design workshop meeting template by Miro
- Format: Fellow app
- Free with account sign-up
Project check-in meeting template by Hugo
- Format: Fellow app
- Free with account sign-up
Project management team meeting template by Lenny Rachitsky
- Format: Fellow app
- Free with account sign-up
Effective meeting minutes templates by Notejoy
- Format: Text
- Free
Simple meeting notes template by Coda
- Format: Coda app
- Free with account sign-up
Free meeting documentation template by Evernote
- Format: Evernote app
- Free with account sign-up
Meeting notes template by Clickup
- Format: ClickUp app
- Free with account sign-up
UX kickoff meeting questions template by Usability.gov
- Format: Word doc
- Free
⏩ 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
All activities retro meeting template by Atlassian
- Format: Fellow app
- Free with account sign-up
Simple meeting follow-up and recap email templates by Hugo
- Format: Text
- Free
Free meeting follow-up email templates by HubSpot
- Format: Text
- Free
Meeting follow-up email template by LiveAgent
- Format: Text
- Free
Team meeting follow-up templates by Fellow
- Format: Text
- Free
Business meeting follow-up email templates by AutoKlose
- Format: Text
- Free
Post-meeting recap email template by The Muse
- Format: Text
- Free
Business meeting follow-up email template by Spark
- Format: Text
- Free
Sample meeting follow-up emails by Swordfish
- Format: Text
- Free
Meeting action items tracking and follow-up template by Smartsheet
- Format: Smartsheet app
- Free with account sign-up
Meeting recap template by Indeed
- Format: Text
- Free
Meeting recap template by Vowel
- Format: Text
- Free
Meeting recap email template by Grain
- Format: Text
- Free
Meeting recap and next steps template by Hunter
- Format: Text
- Free
✨ 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!
_1.png)
.jpg)
