Business Meeting Checklist

Decide on the purpose of the meeting. Determine what will a successful outcome look like. Choose a convenient day and time for meeting. Book the meeting location. Decide who must attend to reach the outcome. Prepare the meeting agenda, with time periods for each section or topic of the meeting. Prepare presentation tools, including laptop connections and handouts. Designate a meeting note taker. Determine the total budget spend for the meeting.

Arrive early enough to prepare the meeting room and yourself. Start the meeting on time. Confirm that everyone received and understood the agenda and is prepared to work. Stick to the agenda. Have the time-keeper tell you when it is nearing the end of the meeting so you can wrap it up. Introduce the first agenda topic and indicate the preferred way of addressing it. Alert the meeting members that agenda items are within 2 to 5 minutes of their allotted time. Be sure to get any final thoughts out. Confirm conclusions and commitments. Talk about a future meeting to deal with 'extras' that came up during this meeting. Thank participants.

Type up the meeting notes. Distribute the notes and follow up on next steps. Research topics more thoroughly, if necessary. Set a date for a follow-up meeting. Get meeting participants' feedback. Communicate any major decisions to the rest of the company.

Business Meeting Checklist

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