hbr.org

Meeting Preparation Checklist

Meeting

• Have you:

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• Identified the purpose of the meeting?

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• Made sure you really need a meeting?

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• Developed a preliminary agenda?

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• Selected the right participants and assigned roles?

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• Decided where and when to hold the meeting?

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• Confirmed availability of the space?

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• Sent the invitation?

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• Sent the preliminary agenda to key participants and stakeholders?

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• Sent pre-reading or requests which require advance preparation?

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• Followed up with invitees in person, if appropriate?

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• Chosen the decision-making process that will be used (majority vote, group consensus, or leader's choice)?

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• Identified, arranged for, and tested any required equipment?

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• Finalized the agenda and distributed it to all participants?

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• Verified that all key participants will attend and know their roles?

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• Prepared yourself (drafted presentations, printed handouts, etc.)?

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