A Checklist for Planning Your Next Big Meeting

planning for big meeting planning for big meeting
  • Identify the purpose of the meeting

  • Make sure you really need a meeting

  • Develop a preliminary agenda

  • Select the right participants  

  • Assign roles to participants

  • Decide where and when to hold the meeting and confirm availability of the space

  • Send the invitation and preliminary agenda to key participants and stakeholders

  • Send any reports, pre-reading, or requests for materials that may require preparation from participants

  • Identify the decision-making process that will be used in the meeting

  • Identify, arrange for, and test any required equipment

  • Finalize the agenda and distribute it to all participants

  • Follow up with invitees in person, if appropriate

  • Prepare yourself

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