Preparing for Successful Public Meetings: Checklist for Before, During, and After

Successful public meeting Successful public meeting
  • Before the Meeting 

  • The Issue 

  • Develop a clear statement about the topic and how it might affect the public. 

  • Set clear expectations about the purpose of the meeting and intended outcomes.

  • Create an agenda with estimated times, and whether an item is information, review or a decision.

  • Outreach 

  • Identify which types of community members you hope will attend.

  • In addition to advisory boards and task forces, speak to leaders from a wide range of groups (such as school, business, faithbased, health and neighborhood groups).

  •  Send out an e-blast; issue a press release; post to blogs.

  • Use social media to announce the meeting and invite people. Include directions, transit routes and suggestions about parking.

  • Reach out to the community; talk to people one on one and to groups at their meetings. 

  • Translate outreach materials as needed and share with appropriate community groups.

  • Logistics

  • If you have flexibility, choose a time of day that is convenient for those you are trying to include.

  • Make sure the facility and equipment are suited to your intended purpose and audience.

  • Determine if special accommodations are warranted (for example, food, childcare, translation services or devices).

  • Information

  • Educate oneself and staff about the topic ahead of time

  • Line up subject matter experts as needed; explain the need to translate technical information into plain language that everyone can understand.

  • Make information available to the public before the meeting, in a variety of formats including online and via community outreach.

  • Invite questions ahead of time

  • Determine application of open meeting laws and assure compliance.

  • During the Meeting

  • Explaining the Process

  • Be clear who is running the meeting.

  • Define the goal of the meeting, key topics and what decisions will or will not be made.

  • Introduce all public officials.

  • Explain the meeting process, when it is the public’s turn and time restrictions (and the reasons for the time restrictions).

  • Clarify how comments will get recorded and used.

  • Information Sharing

  • Have high quality visual aids and adequate handouts.

  • Keep explanations as simple as possible and avoid acronyms and technical terms.

  • Managing the Discussion 

  •  Set a friendly tone.

  • Be attentive and use active listening skills.

  • Explain what plan/process the agency is using to determine what is on topic and off topic.

  • Capture off topic comments to be addressed at a different time.

  • Be honest about what the agency can and cannot do; define parameters.

  • Solicit comments from those not heard, using direct invitation, such as a “last call” or cards requesting written comments.

  • Creating a Welcoming Environment

  • Provide food (ideally multi-ethnic to match your community’s preferences).

  • Offer name tags and sign-in sheets; collect emails for follow-up (keeping in mind that it is optional for attendees to provide their names and contact information).

  • Express appreciation to all attendees

  • Provide an anonymous feedback form to all attendees to learn what worked well and what can be improved for next time.

  • After the Meeting

  • Prepare and post a meeting summary. 

  • Send out an “e-blast” about decisions, action items, next steps and any follow-up meetings; provide a specific contact person.

  • Reach out to attendees who did not speak up during the meeting (they may care just as much but may be introverts). 

  • Follow up with those who might be disappointed with the decision; encourage them to stay involved.

  • Keep asking for feedback and continue to provide information about the issue

  • Apply the evaluation to the next public process

  • “Before the meeting, educate the public. During the meeting, educate the public. After the meeting, keep educating the public.” 

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