6 Operations Meeting Agenda Templates

Operations meeting agenda templates

This is part of our series on meeting agenda templates. You can edit these operations meeting agendas in Google Docs or Word or print them out. 

Meeting Agenda Templates > Meeting Agendas By Department > Operations Meeting Agenda

I was the Head of Operations (it’s called the “Integrator” if you’ve heard of Traction/EOS) for a marketing agency for six years. I’ve run all sorts of operations meetings in my career, so I decided to share those today. 

Some of the operations meeting agenda templates you see come from specific frameworks like Traction or Agile Project Management while others are more generic and flexible examples to get you started.

Click below to jump to an operations meeting agenda that fits your needs:


Daily Operations Meeting Agenda (Standup)

Daily standup (Scrum) meeting agenda template

Access the free agenda in Docs | Download all 50 for $47

Purpose: To synchronize activities and create a plan for the next 24 hours in a development team or a team working on a project together.


  • Attendees: All team members working on the project, Scrum Master/Operations Manager
  • Frequency: Daily
  • Duration: 15 minutes


  • Start and end on time
  • Set a consistent time for the meeting to occur each day
  • Screenshare your project management board
  • Go around one-by-one to share updates


  1. What did you work on yesterday?
  2. What will you work on today?
  3. What is getting in your way?

See Also: Free Daily Standup/Scrum Meeting Agenda


Weekly/Monthly Operations Meeting Agenda

Operations Meeting Agenda Template

Access the free agenda in Docs | Download all 50 for $47

Purpose: A weekly or monthly meeting for the operations department (or the heads of each department) to review metrics and discuss projects regarding the function of the business.


  • Attendees: Head Of Operations/COO and operations team
  • Frequency: Weekly, Monthly
  • Duration: 60 minutes


  • Metrics (15 minutes)
    • Present the department’s scorecard (key metrics and performance)
    • Discuss what’s causing the performance (good or bad)
  • Progress Update (10 min)
    • Have each team member update what they are working on
    • Review the past week’s accomplishments and highlights
    • Discuss challenges and solutions
  • Goals & Initiatives (10 minutes)
    • Discuss what needs to be worked on in the upcoming week/month
    • Decide on tasks (and task owners) that need to be completed by next week/month
  • Discussion (20 minutes)
    • Discuss challenges, wins, new ideas, software tools to try, or training to consider
  • Next Steps (5 minutes)
    • Write down/remind on the tasks created this meeting
    • Confirm the next meeting’s date and time


Operations Department Meeting Agenda

Department meeting agenda template

Purpose: To focus on the operation department’s objectives, projects, and strategies.


  • Attendees: Department Members
  • Frequency: Bi-weekly/Monthly
  • Duration: 30-60 minutes


  • Introduction (5 min)
    • Discuss anything that comes up, personal or professional updates
  • Progress Update (10 min)
    • Have each team member update what they are working on
    • Review the past week’s accomplishments and highlights
    • Discuss challenges and solutions
  • Department Performance Review (15 min)
    • Review key metrics and achievements
  • Challenges and Collaboration (15 min)
    • Address specific challenges that need to be cleared
  • Feedback and Open Discussion (15 min)
    • Discuss how to clear the noted challenges
    • Share ideas and suggestions
    • Have an open discussion about anything that was missed

See Also: 5 Team Meeting Agenda Templates


Level 10 (Traction) Meeting Agenda Template

Level 10 meeting agenda template

Access the free agenda in Docs | Download all 50 for $47

Purpose: A Level 10 Meeting brings structure to your recurring leadership meetings that help you drive consistent improvement.


  • Attendees: Leadership team (or just the Visionary and Integrator at smaller companies)
  • Frequency: Weekly, bi-weekly
  • Duration: 90 minutes


  • Segue (5 min)
    • Good news sharing round
  • Scorecard Review (5 min)
    • Review key metrics to track company performance
  • Rock Review (5 min)
    • Check-in on everyone’s quarterly projects
  • Customer/Employee Headlines (5 min)
    • Positive updates about employees and clients
  • To-Do List (5 min)
    • Review of action items from the previous meeting
  • IDS Session (60 min)
    • Identify, Discuss, and Solve a handful of key issues at the company
  • Conclude (5 min)
    • Recap of the meeting’s decisions and assignments
    • Closing ratings from each participant on the meeting’s effectiveness

See Also: Level 10 Meeting Template


Leadership/Management Meeting Agenda

Leadership meeting agenda

Access the free agenda in Docs | Download all 50 for $47

Purpose: A meeting for the entire leadership team to discuss the operations of the business across all metrics and departments.


  • Attendees: Leadership team
  • Frequency: Monthly, Quarterly
  • Duration: 90 minutes

Agenda items:

  • Open discussion (5 min)
    • Set aside time for chit-chat (personal lives, what’s happening at the company, etc.)
    • In the Traction model, this is known as a segue and most companies might call it the introduction
  • Last meeting’s action items (10 min)
    • Discuss progress on the tasks you decided to pursue during the previous leadership meeting
    • This is how you commit to doing what you say you’ll do as a team
  • Metrics (15 min)
    • Review a set list of the most important numerical measures within the business
    • This might also be known as the scorecard or key performance indicators (KPIs)
    • The numbers shouldn’t change from meeting to meeting and the figures should be prepared before the meeting
  • Strategic initiatives (20 min)
    • Discuss the specific projects the team has chosen to purse that will most positively impact the key metrics
    • These initiatives should be set monthly or quarterly, and progress on the initiatives can be discussed weekly
    • This section might also be called priorities or objectives
  • Discuss, decide (30 min)
    • Talk about the issues getting in the way, and discuss ways to fix them
    • This section might also be called issues, roadblocks, or concerns
  • Next steps (10 min)
    • Turn everything that was discussed into specific action items
    • Each action item should get one owner, a due date, and a specific task that can be completed
  • Action items
    • Record the action items here and copy/paste them for the next leadership meeting

See Also: Leadership Meeting Agenda Template


Sprint Retrospective Meeting Agenda

Sprint retrospective meeting agenda template

Access the free agenda in Docs | Download all 50 for $47

Purpose: To reflect on the past sprint (as part of the Agile/Scrum methodology) so that you can improve for the next sprint.


  • Attendees: All project team members, Scrum Master, Product Owner (optional)
  • Frequency: At the end of each sprint (1, 2, or 4 weeks typically)
  • Duration: 1 hour


  • What went well last sprint? (15 minutes)
    • Discuss things that should be continued
  • What didn’t go well last sprint? (15 minutes)
    • Discuss things that got in the way of success and why
  • What did we learn last sprint? (15 minutes)
    • Discuss ideas or process improvements that were discovered last sprint and should be maintained
  • What should we do differently next sprint? (15 minutes)
    • Discuss specific ways to change to clear roadblocks
    • Record the exact tasks that need to be completed (and by whom)

See Also: 6 Sprint Retrospective Templates


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