A Checklist for Planning Your Next 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