The Value of Collaborative, Rolling Agendas
Using a standing meeting document to optimize more than just the meeting
The Value of Collaborative, Rolling Agendas
Using a standing meeting document to optimize more than just the meeting
Mike Stein
Oct 13, 2026
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Glenn Carstens-Peters
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All of the meetings on your calendar should have an agenda, and most recurring meetings should have some sort of collaborative document associated with the meeting series, as I first touched on here:
Anatomy of an Optimized Meeting Invite
Mike Stein
·
Jun 9
Read full story
Let’s go deeper on the key feature to include in that standing meeting document: a
collaborative, rolling agenda
at the top. It’s a place where participants can nominate and discuss possible agenda topics at their convenience in advance of the meeting.
Example collaborative, rolling agenda in a standing meeting document for a weekly team meeting
What & How
David Allen’s 25-year-old Getting Things Done
comes at meetings from the angle of to-do lists and introduces a valuable principle: managing separate lists for all of his standing 1-on-1 or group meetings to track what he wants to discuss in each. That’s a great tactical starting point.
Here’s my expansion:
once you make these lists, share them with the other participants. These become your collaborative, rolling agendas
. This could be via a shared to-do list in task tracking software or in a collaborative document linked in the meeting invite. Everyone can drop in ideas and weigh in on others’ ideas via comments or bullet points.
I’ve found several upsides to this practice:
Diverting real-time message flood
It’s easy to inundate your coworkers with pings whenever you think of something you want to tell them, but you’ll respect their attention and maximize your team’s output by reserving e.g. Slack DMs and tags for only the most
important, urgent and quick
discussions.
Anything that can or should wait til your next 1-on-1 or next relevant group meeting should just be dropped into the collaborative, rolling agenda instead
, because:
Your colleagues’ focused work time will be more protected from constant disruptions.
Your own credibility on asking things of your team will improve. Some stuff you Slack about is more important than others, right? So don’t treat the less important stuff the same way.
You’ll have more efficient in-depth discussions on those non-quick topics when they have everyone’s full attention.
Planning better agendas through transparency
There’s so much that can be achieved by proactively and transparently sharing your priorities, ideas and concerns with your team. When it comes to meetings, your contributions to a collaborative, rolling agenda can encourage others on your team to share their ideas when they otherwise would have stayed quiet, particularly if speaking up during the meeting isn’t always comfortable for them.
This will also help you and others better understand the subtler goals and intentions of a meeting – and to reevaluate them when they’re no longer useful.
Cancelling or rescoping meetings in advance
Recurring meetings have a shelf life and need to be regularly pruned or uprooted:
How to Audit a Meeting
Mike Stein
·
Sep 15
Read full story
The collaborative, rolling agenda is the best early warning indicator that an upcoming instance of a meeting isn’t worth the time this week.
The meeting owner should be responsible for cancelling meeting instances when there is not a sufficient agenda in advance.
But you only get to do this after you get into the rhythm of all participants contributing to the collaborative, rolling agenda in advance.
Admittedly, another document to deal with and being assigned what can feel like pre-work before a meeting are not the most exciting pitches to some. But if they regularly lead to skipping bad meetings and everyone getting time back on their calendar? Now that’s exciting for everyone.
Tiered, opt-in levels of participation
Still, you should expect varied interest and participation in any form of communication across your team. In the case of a collaborative, rolling agenda, you should welcome it.
It’s good for different stakeholders to want to engage with meetings at different levels.
Some will want to think deeply about a meeting beforehand, while others will only want to give you their time during the meeting itself.
If you’re using, for example, Google Docs for your standing meeting document, each meeting participant can opt in to the level of notifications that matches their interest:
In a Google Doc, under the Tools menu bar, the “Notification settings” option lets each participant configure their notifications.
Meeting owners or major stakeholders can get
notifications for all comments and whenever anyone adds or removes content
.
Most participants will probably want to be notified for
comments @mentioning them
, but won’t want to see all content changes.
And tertiary participants who don’t generally want to spend any time thinking about the meeting outside of the meeting itself can set both to
None
.
It’s useful even if only you use it
Like your
user manual for you
, maintaining a rolling agenda has value even if your colleagues don’t collaborate with you. Consider each of the sections above in turn:
You’re reducing your unnecessary real-time pulls on your team even if your teammates never open the standing meeting document.
Your meeting agendas and goals should gradually improve from having a dedicated place to
capture
ideas, which keeps them from being forgotten and naturally pushes you to connect the dots between them.
You’ll still find good cancellations of meetings from your own notes alone.
And you’re still creating a resource that any meeting participant
could
choose to open occasionally, perhaps if they wanted to check if they could skip a particular instance.
Put it into practice
Try it out, even by yourself, for your regular meetings
. Spin up a collaborative document, open to but not forced upon your colleagues, for each recurring meeting on your calendar. (
Put the link in the invite for meetings you own.
) Start flexing the muscles of dropping in ideas in the lead-up to the meeting.
For meetings you own, review this document the day before
and build the actual agenda from the suggestions.
Also, assess if the meeting instance should be skipped. You might not have enough data early on, but it’ll at least be an indicator of when to ask elsewhere if anyone has ideas to contribute to a thin-looking agenda.
And, if you find yourself skipping instances of a meeting often… probably kill or rework that meeting series!
Find where it adds the most value
. Keep it, but drop it from where it’s not useful. Some meetings have obvious and consistent enough topics of value, such as the most informal and open-ended 1-on-1 discussions, or group meetings with a clear singular purpose, such as a short weekly team task reprioritization meeting.
Try it in your personal life, too
. Ever text your partner several non-urgent things throughout the day and then have nothing to talk about over dinner, or a pile-up of non-urgent updates about the house while they’re on business travel? Yep, me too. Jotting most things down in a list to discuss later, or to review at a time of their choosing, instead yields similar upsides at home to those you find at the office.
Another great family use case: centralizing logistical details and brainstorming activities while planning a distant group vacation.
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