Checkli

Template

Steps to Organize a Meeting

A free checklist to organize or plan your next business meeting.

Template

HAVE YOU:

Identified the purpose of the meeting?

Made sure you really need a meeting?

Developed a preliminary agenda?

Selected the right participants and assigned roles?

Decided where and when to hold the meeting?

Confirmed the availability of the space?

Sent the invitation?

Sent the preliminary agenda to key participants and stakeholders?

Sent pre-reading or requests which require advance preparation?

Followed up with invitees in person, if appropriate?

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

Identified, arranged for, and tested any required equipment?

Finalized the agenda and distributed it to all participants?

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

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

This creates a private checklist in your account.