Workflow Templates: meeting planning checklist

Define the meeting objectives clearly.

Identify and confirm participants.

Schedule meeting date and time.

Reserve meeting location or set up virtual meeting details.

Prepare and distribute the meeting agenda.

Arrange necessary technology and equipment.

Ensure access to required documents and data.

Prepare presentation materials and handouts.

Organize catering or refreshments if needed.

Assign roles such as note-taker and timekeeper.

Distribute meeting minutes and action items.

Gather feedback from participants.

Review and update action items status.

Schedule follow-up meetings if necessary.

Reflect on meeting effectiveness and areas for improvement.

meeting planning checklist