Templates

Meeting Preparation Checklist

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1. Meeting Purpose?
 
    1.1. Objectives?
 
    1.2. Deliverables?
 
    1.3. Scope?
 
    1.4. One off/one of many?
 
2. Meeting Agenda
 
    2.1. Addresses meeting purpose?
 
    2.2. Logical sequence?
 
    2.3. Priority/time assigned to topics?
 
    2.4. Role of attendees?
 
3. preparation of Material
 
    3.1. What?
 
        3.1.1. Purpose?
 
        3.1.2. Content?
 
        3.1.3. Scope?
 
    3.2. Format?
 
        3.2.1. Paper?
 
        3.2.2. Electronic?
 
4. Who needs to attend?
 
    4.1. Why?
 
    4.2. Check availability
 
5. How to record meeting?
 
    5.1. Who records?
 
    5.2. How?
 
6. Do people need briefed?
 
    6.1. New attendees?
 
7. When and Where?
 
    7.1. Date?
 
    7.2. Time?
 
    7.3. Location?
 
    7.4. Book location
 
8. Special facilities?
 
    8.1. Book facilities
 
    8.2. Parking?
 
    8.3. Refreshments required
 
    8.4. Audio-visual?
 
9. Complete any pre-work
 
    9.1. All required actions complete?
 
    9.2. Feedback prepared?
 
10. Conflict of interests?
 
    10.1. Strategy to manage?
 
    10.2. Between whom
 
    10.3. On what?
 
11. Pre-discussions required?
 
    11.1. With whom?
 
12. Pre-circulate information
 
    12.1. Also travel directions?