Achieve Meeting Purpose (Complete Guide + Tools, Templates, Examples)

Meetings are a must for any business. This article shows the best tools and tips to help you achieve meeting purpose. Create and run efficient meetings.
Kamely Vo
Kamely Vo
Content Writer
An empathetic Employee Experience Expert with a passion for positive changes, to create rewarding, engaging workplaces and shaping the future of work through unique perspectives.
September 27, 2023
min read

I don't know about you, but I hate most meetings.

I understand that meetings are an essential part of any business or organization. And that they allow us to communicate with our team, share ideas, solve problems, and make decisions. 

But meetings can be a source of frustration, boredom, and wasted time if they are not planned and executed well.

How can you make sure that your meetings are effective, productive, and enjoyable for everyone involved?

The answer is simple: you need to follow your meeting purpose and use the right tools. In this article, I will show you some of the best meeting tools and tips to help you create and run more efficient meetings. 

Whether you are meeting in person or online, with a small group or a large one, for a short time or a long one, these tools and tips will help you achieve your meeting purpose and improve your meeting experience.

Achieve meeting purpose

Meeting Purpose: Why It Matters

Meetings: we've all been there.

Sometimes they feel like a never-ending cycle of talking without any tangible outcomes. But here's the thing: effective real-life and virtual meetings can be a game-changer for you as a first-time manager, benefits of an effective meeting:

  • Enhanced Communication: Effective meetings promote open and constructive communication among team members, facilitating the exchange of ideas, feedback, and updates.
  • Efficient Decision-making: Well-run meetings enable timely decision-making, ensuring that important choices are made promptly, leading to improved project progress and outcomes.
  • Increased Productivity: Effective meetings help streamline discussions, keep participants focused, and ensure that valuable time is used efficiently, leading to increased employee productivity and task completion.
  • Improved Team Collaboration: Effective meetings create a collaborative environment where team members can share their expertise, collaborate on projects, and align their efforts toward common goals.
  • Accountability and Follow-through: By assigning action items, responsibilities, and deadlines, effective meetings promote accountability, ensuring that tasks are completed and progress is tracked effectively.

That's why mastering the art of meeting effectiveness is crucial for any first-time manager looking to succeed. In the next section, we'll dive into the key components of effective meetings and how you can use them to achieve your meeting goals.

Different Types of Meetings and Their Purpose

Meetings serve a purpose beyond just gathering people in a room or on a screen. They are a valuable opportunity to make progress, align team members, and drive results. To make the most of your meetings, it's essential to set clear purpose and outcomes right from the start.

Actionable outcomes are the secret sauce of successful meetings. By assigning action items and following up on them, you ensure that the outcomes are put into motion and progress is made.

Some examples of meeting Purpose and Outcomes:

1. Team meetings

Purpose: Align team members, provide updates, and discuss progress on projects and goals.

Key outcomes:

  • Identify and address any roadblocks or challenges hindering progress.
  • Assign and delegate tasks to team members.
  • Set clear objectives and deadlines for upcoming projects.
  • Discuss and resolve any conflicts or issues within the team.
  • Review team performance metrics and identify areas for improvement.

2. Board meetings

Purpose: Discuss strategic decisions, review organizational performance, and provide guidance to the management team.

Key outcomes:

  • Approve financial reports, budgets, and business plans.
  • Make decisions on major company initiatives, investments, or acquisitions.
  • Review and assess the performance of the executive team.
  • Address any legal or compliance matters.
  • Provide guidance and direction to the management team based on the organization's goals and objectives.

3. Project kick-off meetings

Purpose: Introduce the project, align team members, and establish project goals and expectations.

Key outcomes:

  • Clearly define the project scope, objectives, and deliverables.
  • Identify and assign project roles and responsibilities.
  • Establish a project timeline and milestones.
  • Discuss and agree on project communication channels and protocols.
  • Define the project's success criteria and measurement metrics.

4. Brainstorming meeting

Purpose: Generate creative ideas, solutions, or strategies for a specific challenge or objective.

Key outcomes:

  • Generate a list of potential ideas or solutions related to the given challenge.
  • Evaluate and prioritize the generated ideas based on feasibility and impact.
  • Assign responsibilities for further research or development of the selected ideas.
  • Identify potential risks or obstacles and develop mitigation strategies.
  • Determine the next steps and establish a plan for implementing the chosen ideas or solutions.

5. 1-1 Meeting

Purpose: Facilitate open and confidential communication between a manager and an individual team member.

Key outcomes:

  • Establish and clarify goals.
  • Provide feedback on the individual's performance, highlighting areas of strength and areas for improvement.
  • Address challenges and provide support.

8 Tips for Achieving Meeting Purpose

If you want to have a productive meeting, you need to follow some tips to achieve your meeting purpose. Here are some suggestions:

Achieve meeting purpose agenda

1. Set Clear Agendas — and Stick To Them

Agenda helps you stay on track and avoid unnecessary tangents. You should share the agenda with the participants at least 24 hours before the meeting, along with a calendar invite that includes the meeting details, such as date, time, location, and link. You can also design your agenda as a set of questions to be answered rather than topics to be discussed.

Agenda Templates:

Pro tip: Copy & Paste our prompt and insert to ChatGPT/Google Bard/ Microsoft Bing Prompt to conveniently write Meeting Purpose and Agenda:
“Your goal is to craft a clear and inviting meeting invitation for [Name of the meeting]. Provide the meeting details, including the objective, and a well-organized agenda.”

2. Strategically Choose Attendees and Appoint Important Roles

Considering how much a meeting could cost, you should only invite those who are directly involved in or affected by the meeting objective, and who can contribute to the discussion or decision-making. You should also assign roles to some of the attendees, such as facilitator, note-taker, timekeeper, or presenter. These roles will help the meeting run smoothly and efficiently.

3. Start and End On Time

Achieve Meeting Purpose by Being on Time

During the meeting, you should ensure that you stick to the agenda and achieve your objective. Some of the best practice practices are: reviewing the objective and agenda at the beginning, using tools like timers or countdown clocks to keep discussions on track and prevent time overruns, summarizing key points and action items at the end.

4. Foster Collaboration and Communication

An effective meeting is one where everyone can share their ideas, opinions, and feedback. Encourage active participation and collaboration during meetings by using collaborative whiteboard: Miro, Mural, or Figma.

Participants can contribute their thoughts, ideas, and action items in real-time, fostering collaboration and ensuring that nothing gets overlooked.

5. Make Your Meeting Fun and Engaging

Include an icebreaker before you dive into your main topic, as Harvard Business Review points out, ⅙ of your meeting time should be dedicated to relationship-building and there are many ways to do this:

Tip: If the group is too big for questions or games, split into teams using a random group generator.

6. Takes Notes

Note-taking is crucial for an effective meeting, you can use Google Docs, Words, or Notion to take notes, or if it’s an online meeting, utilize meeting recap AI tools such as Fireflies, Otter, Grain.

Achieve meeting purpose post meeting action plans

7. End with Clear Actions, Owners, and Timelines

The last step of a productive meeting is to follow up and follow through on what was agreed upon during the meeting.

Send a summary of the meeting outcomes, decisions and action items to everyone involved within 24 hours of the meeting. Also, monitor the progress of the action items and hold people accountable for completing them on time.

8. Follow Up and Follow Through

The last step of a productive meeting is to follow up and follow through on what was agreed upon during the meeting.

Send a summary of the meeting outcomes, decisions and action items to everyone involved within 24 hours of the meeting. Also, monitor the progress of the action items and hold people accountable for completing them on time.

Apply project management tools (Asana, Monday) or Note-taking tools (Google Docs, Word, Notion) can be super useful.


In conclusion, you can easily achieve meeting purpose by set up a agenda and follow strictly armed with the essential tools for planning and structuring meetings, you're ready to take charge and lead effective and purposeful gatherings.

By using a meeting agenda template, setting clear objectives, and leveraging collaboration tools, you'll maximize productivity and achieve meaningful outcomes.

So, go ahead, implement these strategies, and transform your meetings into powerful catalysts for growth and achievement. Get ready to unlock the full potential of your team and elevate your role as a first-time manager. Happy meeting planning!

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