Meeting Toolkit | Rolling Agenda, Workshop Planner + RADI Log

Stop losing time to meetings that don't move anything forward.

Three templates designed to make every session count — from the weekly standup to the quarterly planning offsite.

WHAT'S INCLUDED:

Rolling Agenda
One shared document for your standing meetings. Running notes, carry-forward items, decisions logged, and action items tracked across every session. Stop sending a fresh agenda every week.

Workshop Agenda Builder
For the meetings that actually matter. Structure multi-day workshops with timed blocks, owner assignments, and outcome tracking. Built for sessions where something has to get decided.

RADI Log (Risks, Actions, Decisions, Issues)
The document that keeps complex projects from going sideways. Track what could go wrong, what's been decided, what's in motion, and what needs resolution — separate tabs, custom dropdowns, ready to use.

HOW TO USE IT:
Download and open in Excel or Google Sheets. Pre-formatted and ready to go. No setup required.

WHO IT'S FOR:
Operators, chiefs of staff, project leads, and anyone who runs meetings for a living. If you're the person who makes sure things actually happen — these are your tools.