Meeting set up checklist template

Google Drive. We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. However, you may visit "Cookie Settings" to provide a controlled consent. Cookie Settings Accept All. Manage consent. Close Privacy Overview This website uses cookies to improve your experience while you navigate through the website.

A good plan for ensuring a productive meeting happens is by setting up a meeting logistics checklist. This meeting checklist will guide you in saving time while ensuring the meetings spent will be worth it. Try making yours with the help of easy and editable checklist templates available.

Meeting Logistics Checklist Template 2. Include more people for brainstorming as many as But remember: time is money. Giving participants a specific role to play can increase focus and engagement. Consider the following roles:. The meeting space helps to set the tone. Do you want your meeting to be informal and intimate? Choose a small room and set the chairs up in a circle. Formal and rigorous? A conference room will probably work best.

They should, however, highlight what was accomplished, what responsibilities were given, and what decisions were made. Usually, these notes can be taken in real time during the meeting but you can also complete them from memory after.

Good meeting preparation includes having an agenda. You now have all the mains parts of a good agenda:. Why share the agenda in the calendar invite? Well, often people don't see the agenda until they show up in a meeting, which gives them no time to prepare their thoughts. Other times, an agenda is shared in an email, or in chat, or alluded to in conversation.

Having the agenda outside of the calendar makes it much harder for someone to match it to the meeting. Ready to send out that invite? Hold on there, cowboy! Look at your attendee list and think carefully about who needs to be invited to your meeting.

Look again and see if you've doubled up by inviting people who bring the same knowledge or decision-making power to the meeting. Who else can you cut? When you send the invite, if at all possible, schedule the meeting so it's clustered around other meetings for your participants—although not so many hours of meetings they're likely to be exhausted. This shows respect for your attendees because your meeting is less likely to split their focus.