Default Meeting Agendas

Take a look at the default, time-tested meeting agendas used by thousands of teams on Ninety.

Written by Tommy Mains

Updated at April 22nd, 2025

Use our time-tested agendas to help your meetings become as engaging, productive, and efficient as possible. Click through the tabs below to review our default agendas. Learn how to edit these agendas or create a custom one here.

Weekly Team Meeting

For a full breakdown of the weekly team meeting agenda, read our 90u Library brief.

Agenda

  1. Segue (5 minutes). A time to transition from working in the business to working on the business and a chance to connect as people, build trust, and improve team health.
  2. Data (5 minutes). Review, at a glance, the health of your team's Scorecards. Celebrate KPIs that are performing well and make an Issue of any that need to be discussed.
  3. Rocks (5 minutes). Offer a chance for each team member to declare their Rocks as on or off track. If any conversations are necessary, right-click the Rock and select Make it an Issue from the dropdown.
  4. Headlines (5 minutes). Read through team and company announcements together. Typically, Headlines do not require formal discussion, but if your team wants to discuss one further, right click it and make it an Issue.
  5. To-Dos (5 minutes). Most To-Dos are seven-day action items. Use this time to review the past-due or soon-to-be-due To-Dos. If any discussion is needed, just right-click the To-Do and make it an Issue.
  6. Issues (60 minutes). Resolving Issues is the primary purpose of team meetings. Issues are the problems, obstacles, ideas, or opportunities to discuss and solve as a team. 
  7. Conclude (5 minutes). You can use this time to recap next steps and additional action times. Before sending the team on their way, everyone provides their rating for the meeting.

 

Essentials ✔️ | Accelerate ✔️ | Thrive ✔️

Available to all Ninety subscription tiers.

 
 
 

Quarterly Planning Meeting

Quarterly planning meetings (QPMs) keep our 90-day business world turning by providing a space to reflect and celebrate on the previous quarter, then assess and plan for the next quarter to continue progressing toward the organization's Vision. For a full breakdown of this meeting, read our 90u Library brief.

Agenda

  1. Objectives (5 minutes).
  2. Check-in (15 minutes).
  3. Review previous quarter (30 minutes).
  4. Vision and goals review (60 minutes).
  5. Rock creation (120 minutes).
  6. Raise, discuss, and resolve Issues (180 minutes).
  7. Next steps (7 minutes).
  8. Conclude (8 minutes).

 

Essentials ✖️ | Accelerate ✔️ | Thrive ✔️

Available to companies with the Accelerate and Thrive Ninety subscription tiers.

 
 
 

Annual Planning Meeting

Once per year, core teams revise their quarterly meeting into an annual planning meeting. Here, they can revisit their Vision and long-term goals. For a full breakdown of this meeting, read our 90u Library brief.

Agenda

  1. Objectives (5 minutes).
  2. Check-in (30 minutes).
  3. Review the previous quarter (30 minutes).
  4. Review the prior year (30 minutes).
  5. Team health (165 minutes).
  6. Proficiency in the 9 Core Competencies (30 minutes).
  7. SWOT assessment (60 minutes).
  8. Review Vision (60 minutes).
  9. Review 3-year goals (60 minutes).
  10. Conclude (5 minutes).

 

Essentials ✖️ | Accelerate ✔️ | Thrive ✔️

Available to companies with the Accelerate and Thrive Ninety subscription tiers.

 
 
 

Foundation Setting Session

The foundation setting session is part one of the three-step process we recommend for upgrading your organization's Business Operating System (BOS). For a full breakdown of this meeting, read our 90u Library brief.

Agenda

  1. Check-In (30 minutes).
  2. Hitting the Ceiling (30 minutes).
  3. Org Chart Structure (180 minutes).
  4. Rocks (120 minutes)
  5. Meeting Cadence (45 minutes).
  6. Data, Scorecards (60 minutes).
  7. Next Steps (7 minutes). 
  8. Conclude (8 minutes).

 

Essentials ✖️ | Accelerate ✔️ | Thrive ✔️

Available to companies with the Accelerate and Thrive Ninety subscription tiers.

 
 
 

Vision Setting Session

The Vision setting session asks the leadership team to answer essential questions and outline the next decade of your organization's journey. For a full breakdown of this meeting, read our 90u Library brief.

Agenda

  1. Check-in (30 minutes).
  2. Review Foundation Setting Session concepts, tools, and disciplines (60 minutes).
  3. Review Org Chart (60 minutes).
  4. Set Core Values (60 minutes.
  5. Set your Compelling Why (60 minutes).
  6. Set Industry and Niche (30 minutes).
  7. Agree on Compelling and Audacious Goals (60 minutes).
  8. Document Ideal Customer personas (30 minutes).
  9. Decide on Compelling Value Proposition (30 minutes).
  10. Next steps (7 minutes).
  11. Conclude (8 minutes).

 

Essentials ✖️ | Accelerate ✔️ | Thrive ✔️

Available to companies with the Accelerate and Thrive Ninety subscription tiers.

 
 
 

Goal Setting Session

After aligning around a unified Vision, the Goal Setting Session details the path for getting from here to there. For a full breakdown of this meeting, read our 90u Library brief.

Agenda

  1. Check-in (30 minutes).
  2. Review Foundation Setting Session concepts, tools, and disciplines (60 minutes).
  3. Review Org Chart (45 minutes).
  4. Review Core Values (15 minutes).
  5. Review Compelling Why (5 minutes).
  6. Review Compelling and Audacious Goals (5 minutes).
  7. Review marketing strategy (10 minutes).
  8. Set 3-year goals (60 minutes).
  9. Set 1-year goals (60 minutes).
  10. Set Rocks (120 minutes).
  11. Raise, discuss, and solve key Issues (45 minutes).
  12. Next steps (7 minutes).
  13. Conclude (8 minutes).

 

Essentials ✖️ | Accelerate ✔️ | Thrive ✔️

Available to companies with the Accelerate and Thrive Ninety subscription tiers.