Stakeholder Meeting Agenda & Minutes Template
Management
Meeting Purpose & Objectives
Clarify the primary goals of the session (inform, consult, decide) and outline the desired outcomes for all attending stakeholders.
Stakeholder Identification & Roles
List stakeholders present, their decision‑making authority, and the perspective they represent (customer, sponsor, regulatory, etc.).
Pre‑Meeting Preparation
- Circulate agenda & briefing pack in advance
- Review project dashboard metrics
- Prepare questions or concerns
Agenda Overview
- Welcome & introductions (5 min)
- Project overview (10 min)
- Status report (15 min)
- Discussion (20 min)
- Next steps (5 min)
Project Status Update
Highlight progress since last meeting, key deliverables completed, budget consumption, and upcoming milestones.
Issues & Concerns
Surface blockers, dependencies, or emerging issues affecting scope, schedule, or budget. Assign owners to investigate and propose resolutions.
Decision Points & Approvals
Document decisions required, capture motions, seconder, voting outcomes, or consensus achieved.
Action Items & Owners
- Describe the action
- Assign an owner
- Set due date
- Track status
Risks & Mitigation
Identify key project risks and outline mitigation strategies; update the risk register accordingly.
Communication Plan & Next Steps
Confirm communication channels, frequency, and artefacts (status reports, dashboards) for keeping stakeholders informed.
Feedback & Discussion
Provide space for open Q&A, comments, and sentiment gauging to foster engagement and trust.
Meeting Evaluation & Follow‑up
Rate meeting effectiveness, capture lessons learned, and agree on improvements for future sessions.
Parking‑Lot Items
Record topics that arise but are out of scope; schedule follow‑up or delegate for offline handling.
Attachments & Reference Docs
List documents shared (roadmaps, Gantt charts, financials) and link to repositories or attachments.
Closing & Adjournment
Summarise decisions, confirm action items, outline next‑meeting date, and formally adjourn.

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