Example HR Meeting Agenda Templates for 2025

Too many workplace meetings today have become infamous time-wasters, and even top executives are taking note. Nearly half of business leaders (45%) believe that many meetings serve no productive purpose.

With no clear plan or goals, it’s no surprise so much meeting time ends up wasted or aimless. Fortunately, there’s a practical remedy: using structured agendas to make meetings more intentional and efficient.

This guide provides HR meeting agenda templates for a variety of scenarios. We also highlight why these agendas matter, and how to leverage tools like PerformYard to plan, track, and execute HR meetings successfully.

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Agenda for HR Strategic Planning Meetings

HR teams should periodically (e.g., annually or quarterly) hold strategic planning meetings to set department goals and initiatives. A detailed agenda for these longer sessions keeps the discussion on track and results in a concrete action plan for the HR team. Here’s an example agenda to guide your discussion.


Time
Topic
Owner
Notes
5 mins
Introduction & Objectives
HR Director 
Define the meeting goals (e.g., develop the HR strategy for next year). Review the agenda and desired outcomes.
10 mins
HR Metrics Review 
HR Analyst/Lead
Present key HR metrics from the past period (turnover rates, hiring stats, training completion, engagement survey results) to highlight areas of strength or concern.
10 mins
Key Challenges & Opportunities
HR Team 
Group discussion on current challenges (e.g., high attrition, skill gaps, DEI issues) and opportunities (e.g., new HR technology, labor market trends) that will inform priorities.
15 mins
Brainstorm HR Initiatives
HR Team 
Brainstorm potential initiatives or projects to address the challenges (e.g., revamp onboarding, launch a wellness program, update compensation policy). Capture all ideas.
10 mins
Prioritize & Set Goals
HR Director & Team
Evaluate and prioritize the proposed initiatives. Decide on the top HR goals/initiatives for the coming period and define success metrics or KPIs for each (e.g., “reduce turnover by 10%”).
5 mins
Assign Owners & Timeline
HR Director 
Assign team members as owners for each major initiative and outline a high-level timeline (who will do what by when).
5 mins
Wrap-Up & Next Steps
HR Director 
Recap the decisions made. Confirm next steps, such as drafting the HR strategic plan document, scheduling progress check-ins, and communicating the plan to senior management.
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Tip: Encourage open dialogue during the brainstorming, but use a timer or facilitator to keep each section on schedule. Document the final plan in a shared file so the whole team can refer back to the agreed-upon goals and responsibilities.

Agenda for Hiring and Recruitment Team Syncs

Regular meetings for hiring and recruitment teams help keep everyone aligned on hiring goals and candidate pipelines. Using an agenda for these meetings ensures that no open position or candidate update is missed and that hiring roadblocks are identified early.

These are often weekly or bi-weekly meetings (~30 minutes) involving recruiters, hiring managers, and HR. An example agenda for a recruitment sync might include:


Time
Topic
Owner
Notes
2 mins
Kickoff & Priorities 
HR Lead 
Confirm the meeting’s objective (e.g., review status of all open positions). Quickly outline which roles or topics will be prioritized in this session.
10 mins
Open Positions Update
Recruiters
For each active job opening: report current pipeline status, recent candidates interviewed, and any offers pending.
5 mins
Pipeline Gaps & Sourcing
Recruiters 
Identify any roles with a thin candidate pipeline. Discuss sourcing strategies or support needed (e.g., employer branding, referral pushes).
5 mins
New Hiring Needs 
Hiring Mgrs/HR
Announce any newly approved roles or upcoming openings. Discuss role requirements and plan who will drive recruiting for these.
5 mins
Process Improvements
HR Lead 
Address any hiring process issues or delays (e.g., interview scheduling bottlenecks, feedback turnaround). Agree on changes to improve efficiency.
5 mins
Action Items & Recap
HR Lead 
Summarize decisions and next steps. Assign owners to action items (e.g., “Jane to source 5 more candidates for Role X”). Confirm the date for the next sync.

Tip: Use a shared hiring tracker or recruiting software during these meetings to update each position’s status in real time. This creates a single source of truth for hiring progress.

Employee Onboarding Meeting Agenda

On an employee’s first day (or first week), an onboarding meeting ensures the new hire gets oriented and has a clear plan for ramping up. It’s both a warm welcome for the employee and an efficient way to convey key information (often involving HR and the hiring manager together). 

This initial meeting is typically 30–60 minutes. A sample onboarding agenda:


Time
Topic
Owner
Notes
5 mins
Welcome & Introductions
HR
Welcome the new hire and introduce key team members or mentors. Explain the plan for the first day.
10 mins
Company Overview 
HR
Provide a brief history of the company, mission, values, and culture. Describe the organizational structure and where the new hire’s team fits in.
10 mins
Role & Team Overview
Manager
Outline the new hire’s role responsibilities and performance expectations. Introduce the team’s projects and how the employee will contribute.
5 mins
HR Policies & Benefits
HR
Highlight essential policies (work hours, code of conduct, etc.) and review benefits enrollment tasks or deadlines.
5 mins
Tools & Systems Setup
HR/IT
Ensure the employee has access to email, software, and other tools. Provide basic training or resources for key systems they'll use.
5 mins
First Week Goals 
Manager
Go over the plan for the first week (training sessions, meetings to attend, initial tasks). Set simple goals for the new hire’s first one to two weeks.
5 mins
Q&A and Next Steps 
HR & Employee
Allow and encourage the new hire to ask any questions. Explain upcoming onboarding activities (e.g., additional training, 30/60/90-day check-ins) and who to contact for support.

Tip: Providing a printed or emailed agenda to the new hire helps them absorb a lot of information on Day 1. Consider pairing them with a buddy or mentor who can help follow up on this agenda and assist with questions after the meeting.

Employee Exit Interview Agenda

An exit interview is typically a 30-minute meeting on an employee’s last day (or last week) conducted by HR to gather honest feedback about their experience. Having a structured agenda for exit interviews ensures consistency and that no critical topic is overlooked during an often sensitive conversation.

A structured agenda helps you cover both the employee’s feedback and necessary offboarding items:


Time
Topic
Owner
Notes
3 mins
Introduction
HR
Set a cordial tone, thank the employee for their contributions, and explain the purpose of the conversation (to gather feedback for improvement). Assure them that their feedback is valued and will be kept confidential.
5 mins
Reason for Leaving 
Employee
Discuss the employee’s main reasons for leaving (e.g., new opportunity, career change, issues with the role or environment). Listen and probe for underlying factors if appropriate.
5 mins
Positive Experiences
Employee
Ask what the company did well during their tenure. For example, which aspects of the culture, programs, or management practices they appreciated.
5 mins
Areas for Improvement
Employee
Ask where the company or role could have been better. Encourage honesty on issues like training, workload, management, or culture that influenced their decision.
5 mins
Role-Specific Feedback
Employee
Discuss whether they had the tools and support needed to do their job effectively. Any suggestions to improve the role or team for the future?
5 mins
Manager & Team Feedback
Employee
Invite feedback on their manager’s leadership and the team dynamics. This can reveal insights about management style or team culture for HR to address.
2 mins
Offboarding Reminders
HR
(If not handled separately) Briefly cover logistical items: returning equipment, revoking system access, and explaining final pay or benefits information.
5 mins
Closing 
HR

Tip: Take detailed notes during the exit interview so you can spot trends across departing employees. Using a standard exit interview template ensures that you capture consistent information each time.

Example Performance Review Meeting Agenda

Performance review meetings (whether quarterly check-ins or annual appraisals) benefit greatly from a structured agenda to cover all critical points within 45–60 minutes. These meetings involve reflecting on past performance, giving feedback, and setting future goals.

The meeting should have a consistent structure to make the review fair and thorough for both parties. A sample performance review agenda might look like this:


Time
Topic
Owner
Notes
1-5 mins
Opening & Expectations
Manager
Set the tone and purpose of the review (e.g., explain the review process and criteria).
10 mins
Employee Self-Review 
Employee
Employee shares their own assessment of accomplishments, challenges, and growth over the period.
15 mins
Manager’s Feedback 
Manager
The manager presents feedback on performance: highlights key achievements, strengths, and areas for improvement.
10 mins
Goals Review 
Manager & Employee
Discuss progress on previously set goals (quarterly or annual targets). Note which goals were met or missed and why.
10 mins
Future Goals & Development
Manager & Employee
Set new goals for the next period; outline development plans (training, projects) to support the employee’s growth.
5 mins
Employee Feedback 
Employee
Employee provides feedback about the role, team, or support needed from management (e.g., resources, guidance).
5 mins
Closing & Next Steps 
Manager
Recap conclusions and agreed actions. If applicable, discuss compensation changes or promotions. Outline follow-up steps (e.g., finalize review documentation, schedule next check-in).

Tip: Ensure that both manager and employee have prepared for the review by writing down notes and examples beforehand. For annual reviews, it’s helpful to gather input from the entire year (prior one-on-one notes, peer feedback, goal results) so the discussion is evidence-based.

One-on-One Check-In Meeting Agenda

Regular one-on-one check-ins (often weekly or bi-weekly) between a manager and an employee are vital for continuous feedback and alignment. These meetings are typically 30 minutes and focus on progress updates, addressing roadblocks, and personal development. For both manager and employee, this is a chance to touch base on current work and growth regularly.

Here is a sample agenda HR teams can share with their department leaders:


Time
Topic
Owner
Notes
1-5 mins
Personal Check-In
Manager & Employee
Use a casual opener (e.g. “How are you this week?”) to ease into the meeting.
5 mins
Last Meeting Follow-Up
Employee
Review the status of action items from the previous check-in.
10 mins
Current Priorities & Updates
Employee
Discuss progress on key projects, recent accomplishments, and any new tasks.
5 mins
Challenges & Blockers
Employee
Identify any obstacles or issues; brainstorm solutions with the manager.
5 mins
Feedback (Two-Way)
Manager & Employee
Exchange feedback: The manager offers coaching or praise, and the employee shares input or concerns.
5 mins
Next Steps & Goals 
Manager
Summarize agreed-upon action items, update any short-term goals, and confirm the next check-in date.

Tip: Keep a shared document for each 1:1 to note key points and track action items. This ensures continuity from meeting to meeting.

Disciplinary or Corrective Action Meetings

When addressing performance issues or misconduct, a clear agenda ensures that the meeting is fair, focused, and documented. This structured approach helps cover all necessary points (the issue, improvement plan, and consequences) in a systematic way. Disciplinary meetings should cover what the issue is, what improvement is expected, and the consequences if expectations aren’t met.

A typical agenda for a corrective action meeting (about 30–45 minutes) is:


Time
Topic
Owner
Notes
5 mins
Introduction & Purpose
HR
State the reason for the meeting (e.g., to discuss a performance issue or policy violation) and outline how the meeting will proceed.
10 mins
Issue Overview 
Manager
Describe the problem or incident with specific examples (what happened, when, and its impact on the team or company).
5 mins
Employee Response 
Employee
Give the employee an opportunity to explain their perspective or provide context regarding the issue.
10 mins
Expectations & Standards
HR/Manager 
Reiterate the expected performance or behavior standards. Clearly explain how the employee’s actions deviated from expectations or policy.
5 mins
Improvement Plan 
Manager & HR 
Present a Performance Improvement Plan or corrective steps. Outline what changes are required, specific objectives or targets, and a timeline for improvement.
5 mins
Consequences 
HR
Explain the consequences if improvement milestones are not met (e.g., further disciplinary action up to termination).
5 mins
Questions & Agreement
Employee
Invite the employee to ask questions and confirm they understand the plan and expectations.
5 mins
Closing & Documentation
HR
Summarize the agreed action plan and next steps (such as a follow-up review meeting). Document the discussion and have all parties sign any formal records (e.g., a written warning or PIP document).

Tip: Always follow up a disciplinary meeting in writing. Provide the employee with a copy of the improvement plan and keep detailed notes in their HR file.

Why Structured HR Meeting Agendas Matter

A clear agenda acts as a roadmap so that important topics are addressed in priority order and nothing critical is overlooked. Structured agendas have been shown to improve employee efficiency, keep discussions focused, and ensure productive team collaboration​.

Sharing an agenda in advance also boosts meeting effectiveness. When participants know the topics ahead of time, they can come prepared with updates or questions, leading to more meaningful dialogue​.

A consistent agenda format (with time allocations and topics) creates clarity and accountability. It keeps the meeting outcome-oriented, makes follow-ups easier to track, and builds confidence that the meeting will be worth the time.

Using PerformYard to Streamline HR Meetings

PerformYard is a performance management platform that can support the creation, tracking, and execution of all these HR meetings. It provides a centralized place to manage goals, feedback, and performance data, which makes preparing for meetings much easier. 

Run an easy, streamlined performance management process with PerformYard's intuitive platform.Learn More

For example, PerformYard allows managers and employees to build and share meeting agendas collaboratively online. During one-on-one check-ins or annual performance reviews, you can record notes and feedback directly in the platform. This means every conversation is stored in one system for future reference.

Using PerformYard also helps keep your performance processes on schedule. The software can integrate one-on-one meetings and periodic reviews into a custom review cycle with automated reminders and notifications. This leads to a seamless experience where, for instance, the objectives set in a performance review are immediately visible as goals or reminders in the system. Also, progress on those goals can be updated during subsequent check-ins. 

By leveraging PerformYard’s goal tracking, documentation, and review cycle tools, HR professionals can ensure that every meeting ties into a continuous performance management process that drives accountability and improvement.