Project Management Meeting Agenda Template Free Download : Excel and Word

Having a proper agenda for a Project Meeting is absolutely crucial to make sure you use everyone's time effectively.  The excel and word templates for project meeting agenda will ensure that you track all the information required.


Project Management Meeting Agenda
Project Management Meeting Agenda

Some features of the templates

  • Wherever possible, this template has been designed with ease of use in mind. 
  • For example, where a date or time is required, there is no requirement for the user to manually key data into the field. Instead, a drop down menu provides for a handy way to reduce the likelihood of data entry errors.
  • Where a “Start” and “Finish” time is required, the template will indicate to the user if the “Start” time is equal to or later than the “Finish” time, as this is an error.

  • Once the user chooses a person from within a “Name” field, the template will automatically populate the other relevant fields (“Position” for example).
  • The template is pre-populated with a location for a company logo. The template automatically resizes text areas based on the amount of text that has been keyed into them.
  • The template has been designed to allow for easily building upon the pre-existing layout and content. 
  • This allows the user to spend time on the content of the document, and less time on the design aspects of the document.
  • Additionally, where sections of the template aren’t suitable for a specific need, the section can easily be deleted in its entirety, without having to worry about compromising the content within the rest of the document.
  • Instead, a drop down menu provides for a handy way to reduce the likelihood of data entry errors.

How to use Excel Template for Project Agenda

Adding Additional Rows

Due to being created in Excel, adding additional rows where required is as easy as right clicking where the new rows are required and clicking on “Insert.” The sections of the template are set to automatically move accordingly when this occurs.
Adding Additional Rows
Adding Additional Rows

Adding Additional Items

To add additional items, right click on a primary item, mouse over “Add Shape” and then choose to either “Add Shape After” or “Add Shape Before.”

Right clicking on the resulting blank primary item will allow the user the option of adding a shape either “Above” or “Below.” This will create a sub-item area.

Adding Agenda Goals

The steps to add additional agenda goals are the same as those required to add new items in the previous section of this document.

Resizing Agenda Minutes Fields

The user can either increase or decrease the size of the “Agenda Minutes” fields simply by mousing over the bottom of the field and clicking/dragging in order to resize the field accordingly.

Maintaining the Config Tab

The template uses a series of columns on the “Config” tab to populate the various drop down menus throughout the document. In addition to this, the template automatically pulls in position and contact information where required. 

This is directly linked to the “Name” that the user chooses in tables where items such as “Name”, “Position”, “Email”, and “Contact Number” are required. The following provides information on what each column of the Config tab contains and how it is used:

  • Column A: Date drop down menus are generated from this column. 
  • Column B: Meeting location drop down menus are generated from this column. 
  • Column C: Project reference drop down menus are generated from this column. 
  • Column D: Meeting time drop down menus are generated from this column. 
  • Columns E through H (Inclusive): Information relating to the people involved in the meeting is stored within these columns. 
  • Column I: Meeting responsibilities are stored within this column. 
The template will automatically add (or remove) information from the drop down menus based on modifications to the config tab.

How to Use the Word Meeting Agenda Template

Logo Placement

The template has a logo placeholder built into the document header. In order to replace this placeholder with the desired logo, it’s simply a matter of double clicking within the document header, deleting the placeholder image and replacing it with new content via the “Design” tab within the Command Ribbon.

Adding Additional Rows

  • Adding additional rows to tables of information can be accomplished in 2 ways. Below is an example of each method: 
  • Right clicking in a cell and mousing over “Insert” presents the user with the option to either “Insert Rows Above” or “Insert Rows Below” 
  • Alternatively, clicking within the relevant cell will present the user with an option to insert a new row from the “Table Tools” tab within the Command Ribbon. 

Adding Additional Items

  • To add additional items, right click on a primary item, mouse over “Add Shape” and then choose to either “Add Shape After” or “Add Shape Before.” 
  • Right clicking on the resulting blank primary item will allow the user the option of adding a shape either “Above” or “Below.” This will create a sub-item area. 
Adding Additional Items
Adding Additional Items

Adding Agenda Goals

The steps to add additional agenda goals are the same as those required to add new items in the previous section of this document.

Resizing Agenda Minutes Fields

The user can either increase or decrease the size of the “Agenda Minutes” fields simply by mousing over the bottom of the field and clicking/dragging in order to resize the field accordingly.

Swapnil Wale

Written by

Swapnil Wale is an IT Professional based in Sydney, Australia with over 10 years of experience in technology and project management. He is a passionate blogger and focuses on project management and BRMS articles.

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