By clicking “Accept”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
Meeting Tips

9 Tips for an Impactful Lunch Meeting

March 18, 2024
Read time
Min Read
Last updated
March 20, 2024
Anika Jahin
9 Tips for an Impactful Lunch Meeting
Table of contents
Share article:

Have you ever felt that traditional meetings lack a personal touch, making it difficult to connect with colleagues or clients? Lunch meetings might be the solution you're searching for.

Lunch meetings have become increasingly popular for their unique blend of casual ambiance and focused discussion, stepping away from traditional conference room settings.

Lunch meetings can be transformative for sealing deals, improving team communication, or escaping office routine. Learning to utilize their power effectively can change the way you do business.

In this blog, we will explore the essentials of lunch meetings, identifying when they're ideal, how to make them effective, and the key etiquette to observe.

What Is a Lunch Meeting?

A lunch meeting is a business meeting held during the lunch break, typically at a restaurant or cafe. It combines a shared meal with business discussions, offering a more relaxed alternative to traditional conference room meetings.

Lunch meetings usually last one to two hours, depending on their objectives and context. Such duration provides plenty of time to savor the meal, participate in significant discussions, and address business topics effectively without a hurry.

Lunch meetings can be formal or informal, depending on the purpose and attendees. They provide an opportunity to conduct business in a comfortable setting, fostering relationship building and promoting open communication.

Here are some key benefits of lunch meetings:

  • More Relaxed Environment: A break from the formality of the conference rooms can ease tension and create a more casual atmosphere. This can lead to a more open and engaging conversation, allowing for a deeper exchange of ideas.
  • Improved Focus: A shorter meeting timeframe can keep everyone focused on the key discussion points, ensuring efficient use of your lunch break.
  • Time Efficiency: Lunch meetings can be a productive way to utilize a break in the workday, allowing you to check an important meeting off your list while enjoying a delicious meal.

When Are Lunch Meetings Appropriate?

Meeting up over lunch can offer a relaxed atmosphere and numerous benefits, but it's not suitable in every situation.

Here's a breakdown of example scenarios where a business lunch meeting is appropriate, and scenarios where it's not.

Types of Meetings Suitable for a Lunch Setting

Enhancing Relationship Sessions

Lunch meetings are ideal for fostering connections with new or existing clients, colleagues, or potential business partners.

The relaxed setting allows for casual conversation beyond the confines of a traditional meeting setting. Enjoying a meal together can help break the ice, build rapport, and establish trust.

Conducting Brainstorming Sessions

The informal atmosphere of a lunch meeting can spark creativity. Free from the pressures of a typical business meeting, teams can bounce ideas off each other more freely.

This relaxed environment can lead to innovative solutions and new perspectives that might not emerge in a more formal setting.

Following Up with Clients Meetings

Business lunch meetings following a successful pitch or proposal are a great way to solidify the deal and discuss the next steps in a more relaxed environment.

This personal touch can go a long way in securing a new client. It lets you answer any lingering questions and demonstrate your continued interest in building a strong working relationship.

Hosting Team Meetings

Regular lunch meetings with your team members can foster communication and collaboration. Discussing an ongoing project over a delicious meal can boost morale and create a stronger team dynamic.

The informality of a lunch setting can encourage team members to feel more comfortable sharing ideas and concerns.

Assessing Cultural Fit in Interviews Sessions

Lunch meetings can also be a valuable tool during the interview process. The chance to talk over a meal allows you to get a sense of a candidate's personality and communication style in a more natural setting.

This can be particularly insightful when assessing cultural fit. By engaging in open-ended conversation, you can gain valuable insights into whether a potential new hire aligns with your company's values and work style.

Types of Meetings Not Suitable for a Lunch Setting

However, lunch meetings might not be the best fit for every situation. Here are some scenarios where a traditional conference room setting might be preferable:

Highly Sensitive Negotiations

For crucial negotiations with complex terms, the focus and formality of a dedicated meeting space might be more appropriate.

The seriousness of the discussion might be better served in a more traditional environment that allows for uninterrupted focus.

Large Group Meetings

Lunch meetings are ideal for smaller groups. For presentations or discussions involving a large number of attendees, a conference room might be more practical.

A larger space allows everyone to participate comfortably and ensures everyone can hear the conversation clearly.

How to Plan an Effective Lunch Meeting

Now that you've grasped the potency of the lunch meeting and explored the different types of situations it can serve, let's dive into the nitty-gritty of planning a successful one.

Here are the key steps to ensure you are well prepared for a productive lunch meeting:

(1) Define Your Goals and Objectives

Before you send off invites, take a moment to solidify your goals for the lunch meeting. What do you hope to achieve?

Is it brainstorming new ideas, following up with a potential client, or simply building rapport with colleagues? A clear purpose will guide your agenda and keep the conversation focused.

(2) Choose the Right Attendees

Invite only those essential to achieving your goals. A smaller group fosters better conversation and allows everyone to contribute. Consider the seniority level and expertise needed for the discussion.

(3) Sending Invites and Choosing a Location

Be mindful of schedules and dietary restrictions. Suggest a few restaurants with various cuisine options to cater to different preferences. Utilize online scheduling tools to find a time that works for everyone.

When choosing a location, consider these factors:

  • Meeting Size: Smaller groups can opt for a coffee shop, while larger groups might need a dedicated restaurant space.
  • Noise Level: Ensure the ambiance allows for clear conversation without being overly distracting.
  • Budget: Consider the cost of the meal and any catering fees when selecting a location.

If you are inviting a guest of honor, such as a high-profile client, it is advisable to ask for their preference on location within a reasonable range.

(4) Prepare an Agenda and Talking Points

Having a clear agenda keeps the conversation focused and ensures you cover all essential points.

Circulate the agenda beforehand to allow attendees to come prepared with talking points and ensure everyone is on the same page.

(5) Follow Up After the Meeting

Send a thank-you email to attendees, summarizing key takeaways and action items for next meeting. This reinforces the positive aspects of the lunch meeting and keeps the momentum going.

How to Execute a Successful Lunch Meeting

While lunch meetings offer a more relaxed environment than traditional boardrooms, proper etiquette is still essential for a positive and productive experience. It makes sure that you leave a positive impression.

Here are some key points to remember to execute a successful lunch meeting:

(1) Punctuality is Paramount

Respect everyone's time by arriving early. If you're running behind, communicate a quick heads-up to your guests. Be mindful of the lunch break timeframe and keep the discussion focused to stay within the allotted time.

(2) Dress for the Occasion

Attire should be appropriate for the chosen venue. If it's a casual cafe, business casual is fine. However, for a high-end restaurant, opt for a more professional look.

(3) Mind Your Table Manners

Maintain proper table etiquette throughout the meal. Avoid messy finger foods and cut your food into manageable bites. Chew with your mouth closed and avoid talking while your mouth is full.

(4) Phone Etiquette

Silence your phone and avoid taking calls or checking texts unless urgent. Consider informing others that you will not be available to answer phone calls throughout lunchtime on that particular day.

(5) Order and Payment

As the host, offer to assist guests with navigating the menu, but ultimately allow them to choose their meals. There's no hard and fast rule on who pays, but you can offer or be prepared to cover the cost as the host. Discuss payment expectations beforehand if necessary, particularly for a large group.

(6) Conversation Navigation

Balance social chit-chat with focused discussion during a lunch meeting. While a few minutes of casual conversation is a great way to break the ice, gently steer the conversation toward your meeting goals once introductions are complete.

Ensure the transition from casual to focused conversation is a smooth and considerate process.

(7) Active Listening Is Key

During the lunch meeting, give your guests your undivided attention, demonstrating engagement through eye contact and active listening. Avoid interrupting and ask relevant questions that demonstrate interest in the person and tie into meeting goals.

This approach promotes both personal rapport and professional alignment, enhancing meeting productivity.

(8) Take Notes for Actionable Insights

Taking clear and concise notes during the meeting is crucial for capturing key takeaways and action items.

  • Traditional Pen and Paper: This tried-and-true method allows you to jot down important points and revisit them later.
  • Digital Note-Taking Tools: In lunch settings, people might hesitate to jot down notes during a conversation, fearing it may seem awkward. Yet, note-taking can be invaluable.

Imagine an employee proposing an innovative process improvement or expressing interest in a training program that could benefit the whole team. Notes are crucial, capturing commitments, innovative ideas, and valuable feedback.

In situations like this, it might seem weird to take detailed notes yourself while eating. Consider utilizing AI-powered note-taking tools like Wudpecker, which can transcribe conversations, highlight key moments, and identify action items.

This can save time and ensure a more comprehensive record of the discussion.

(9) Respectful Body Language

Maintain good posture and avoid fidgeting. Lean in slightly to show interest when someone is speaking, and avoid crossing your arms, which can appear closed off.

Lunch Meeting Agenda Template

Having a clear agenda is essential to ensure your lunch meeting is structured and productive.

Here is a template you can adapt and customize based on the specific goals and context of your meeting.

Feel free to adjust the timeframes based on your specific lunch meeting goals and the number of topics you need to cover. You can also include additional sections like "Icebreaker" or "Brainstorming Session."


A lunch meeting can be a powerful business tool when planned and executed effectively. It facilitates a more relaxed atmosphere than traditional boardroom settings, encouraging open communication, building rapport, and fostering stronger business relationships.

Transform your lunch meeting into a strategic session that drives results. Remember, the key lies in clear goals, careful planning, considerate execution, and a genuine desire to connect with your guests.

So, the next time you schedule a lunch meeting, approach it with confidence. With a little planning and these best practices in mind, you can turn your lunch meetings into win-win situations for everyone involved.


Is It Lunch Meeting or Luncheon Meeting?

Both "lunch meeting" and "luncheon meeting" are grammatically correct and essentially mean the same thing - a meeting held during lunchtime, often with a meal involved.

Here's a breakdown of the subtle difference:

  • Lunch meeting: This is the more common and informal term used in everyday speech.
  • Luncheon meeting: This term has a slightly more formal connotation. It might be used for larger gatherings or events with a more ceremonial atmosphere.

In most situations, a "lunch meeting" is perfectly acceptable. If you're unsure about the formality of the meeting, "lunch meeting" is always a safe bet.

What Is Another Word for Lunch Meeting?

Here are some alternatives to "lunch meeting" depending on the context:

  • Business lunch: This term "business lunch" emphasizes the professional nature of the gathering.
  • Working lunch meeting: This implies that the meeting will focus on work-related discussions while having lunch.
    Working lunch meeting is an efficient way to combine mealtime with productivity.
  • Lunch get-together: This term suggests a more casual and social gathering over lunch.
  • Midday meeting: This is a general term for any meeting held around lunchtime, not necessarily a meal.
  • Lunch date: This term is typically used for a more informal meeting, often used between colleagues or friends to discuss business or catch up.
  • Power lunch: This term refers to a lunch meeting with influential people, often used in networking contexts.

The best option depends on the specific situation and the level of formality you want to convey.

How Long Does a Lunch Meeting Last?

The duration of a lunch meeting can vary depending on its purpose and context, but typically, it lasts between one to two hours.

This timeframe allows enough flexibility to enjoy the meal, engage in meaningful conversation, and discuss business matters without feeling rushed.

Setting a precise end time when scheduling the meeting can help ensure it stays productive and on track.

Automatic quality online meeting notes
Try Wudpecker for free
Wudpecker logo
Lunch Meeting Agenda Template

Date: [Insert Date]

Time: [Insert Time]

Location: [Insert Location]

Duration: [Insert Expected Duration]

Meeting Purpose: To review the [Project Name/Event Name] and extract key learnings for future endeavors.

1. Welcome and Introductions (5-10 minutes)

  • Begin with a warm welcome and a brief introduction, especially if any participants are meeting for the first time.
  • Start by requesting brief personal or professional updates, reminding everyone to be concise and respect the time limit.

2. Review of Agenda (2-5 minutes)

  • Quickly go over the agenda to set expectations for the meeting.
  • Allow for any additions or adjustments from participants.

3. Main Discussion (20-30 minutes)

  • Tackle the key topics or objectives that the meeting aims to address.
  • Encourage open discussion, allowing all participants to share insights and ideas.

4. Action Items and Next Steps (5-10 minutes)

  • Summarize the main outcomes of the discussion and any decisions made.
  • Assign action items and responsibilities, ensuring clarity on who is doing what and by when.

5. Wrap-Up and Closing (5 minutes)

  • Conclude with a brief summary of key takeaways and express appreciation for everyone's contributions.
  • Mention the next steps or any follow-up meetings if necessary.

6. Networking and Informal Discussion (Post-Meeting)

  • Allow time after the formal agenda for any additional networking or informal discussion.
  • This can be an excellent opportunity to build rapport and discuss topics not covered in the main meeting.
9 Tips for an Impactful Lunch Meeting
Min Read
9 Tips for an Impactful Lunch Meeting
Min Read
9 Tips for an Impactful Lunch Meeting
Min Read

Read more