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Meeting agenda templates

Use these agenda templates to help your team plan and prepare attendees for the day of the retreat.

Internal agenda

Create a detailed agenda for network coordinators, speakers, and the core planning team.

Sample internal agenda

7:30–8:30 a.m. Arrival and preparation

  • Put up signs, if needed, to direct attendees to the meeting room
  • Arrange tables and chairs in a large circle, classroom, or small group format, as desired
  • Arrange any handout materials and printed agendas
  • Display sign-in sheet (or pass it around during welcome remarks)
  • Find a location to put stakeholder agency information and other helpful resources
  • Check A/V equipment and test any presentations (Powerpoints, etc.)
  • Prepare any refreshments
  • Confirm any last-minute updates to agenda
  • Confirm who will take the following roles: notetaker, exercise facilitator, person to progress presentation slides, time-keeper

8:30–9:00 a.m. Meet and greet

  • Provide table tents or name tags for attendees to write their name and organization
  • Make an announcement five minutes before the meeting starts

9:00–9:15 a.m. Welcome remarks

  • Thank everyone for attending, go over logistics (such as bathroom location), explain the purpose of the retreat, and acknowledge any planning partners
  • Introduce a guest speaker to provide opening remarks

9:15–9:45 a.m. Introductions

  • Each stakeholder should briefly share their name, position, organization, and interest in being part of the network.

9:45–10:15 a.m. Background information

  • The facilitator or another designated person should share a presentation that provides an overview of networks, a summary of CFPB research on networks, a description of promising practices related to combating elder financial exploitation, and a list of local or regional success stories.

10:15–10:45 a.m. Networking break

10:45 a.m.–12:30 p.m. Group exercises

12:30–1:00 p.m. Lunch (Brown-bag or sponsored)

  • After lunch, remind attendees to write down any additional thoughts on the sticky notes provided and stick them on the “parking lot for afterthoughts.”

1:00–2:00 p.m. Training

  • Presentation by [Individual, Organization]

2:00–3:00 p.m. Training

  • Presentation by [Individual, Organization]

3:00–3:30 p.m. Q&A session

3:30–4:00 p.m. Next steps and wrap-up

External agenda

Create a less detailed agenda to include in reminder emails and hand out to the retreat attendees.

Sample external agenda

[Location]’s Elder Fraud Prevention & Response Network Retreat
[Location]
[Date]

8:30–9:00 a.m. Meet and greet

9:00–9:15 a.m. Welcome, remarks by [Name, Organization]

9:15–9:45 a.m. Introductions

9:45–10:15 a.m. Background information

10:15–10:45 a.m. Networking break

10:45 a.m.–12:30 p.m. Group exercises

12:30–1:00 p.m. Lunch (brown-bag or provided by [Organization])

1:00–2:00 p.m. Presentation by [Name, Organization]

2:00–3:00 p.m. Presentation by [Name, Organization]

3:00–3:30 p.m. Q&A session

3:30–4:00 p.m. Next steps and wrap-up