Meeting Terms of Reference: Streamlining Committees with Template Structure | Rebel’s Guide to Project Management

Refining Project Meetings: Implementing a ‘Terms of Reference’ (ToR) Structure

Meetings can often become a drain on time and productivity, especially those lacking in well-defined structure. At Qamodo, we have discovered the key to streamlining our meetings – a Terms of Reference (ToR) structure for our assemblies. This method empowers all participants to understand the meeting’s goals and their roles within it.

Meeting ToR: What to Include

A comprehensive Terms of Reference (ToR) should outline everything necessary for attendees to know about the meeting. However, ensure its length remains digestible for everyone involved. The elements of a ToR might need a review to align with your organization and can be amended accordingly.

Meeting Purpose

Begin with a clear definition of the meeting’s purpose. For instance, the purpose of a meeting could be to direct the organization’s marketing strategy. It is crucial to set the scope of the meeting with overarching goals so everyone knows what the discussion is about and its ultimate objective.


Identifying shared responsibilities and listing them in bullet points will clarify what the group is expected to achieve. Phrasing these responsibilities as actions will give a clear understanding of the tasks at hand.


List the job roles of the attendees for future reference. This will reduce frequent updates as people change roles within the organization. Documenting the Chair and Secretariat’s roles explicitly ensures transparent delegation of responsibilities.

Quorum and Voting

Define the minimum attendees necessary for the meeting to proceed and a decision to be made. Also, establish the voting rights of attendees, which often extends to everyone present.

Delegation of Authority

Include a statement on how much authority is delegated to the meeting, especially when financial decisions are involved. There may be limitations to this delegation depending on the organization.

Frequency, Duration, Inputs, and Outputs

Although often subject to change, put forth the frequency and duration of the meeting, acting as a guide to attendees’ time commitment. Also, identify the necessary inputs, i.e., what the meeting requires for success, and its outputs, or what should be prepared in advance and what gets created afterward.


Finally, include a sample agenda in the ToR, understanding that it will vary from one meeting to another. It provides a brief idea of the things that are often discussed.

Format, Approval, and Implementation

The best ToR format is concise, accessible, and version-controlled. Once approved by the chair of the meeting, it can be provided to all the attendees. Feedback from the team can be used to refine the document further.

Transforming meeting productivity might seem like a significant task, but with a well-outlined ToR, it can be simple and highly rewarding. The regular application of this structure will streamline meetings, allowing for more focused discussions and effective decision-making.

Qamodo’s Project Management Tool

Although a ToR is an effective tool for conducting productive meetings, managing a project efficiently requires broader support. This is where Qamodo’s offerings come into play. Our Project Management services provide extensive tools to manage your Tasks, assess overall progress through Gantt & Kanban charts, and maintain seamless communication with Clients. By incorporating these tools, companies can simplify and optimize their project management efforts.

In conclusion, streamlining meetings with a ToR, coupled with the use of Qamodo’s project management tools, ensures the effective execution of tasks, keeping your company productive and focused on achieving its goals.