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Meeting Preparation Checklist

Run productive meetings with this preparation checklist.

What this tool does

Run productive meetings with this preparation checklist.

How to use

  1. Work down the list and tick each item as you finish it.
  2. Ticks are saved on this device, in your browser, so they are still there when you come back.

What this checklist covers

The list has 3 groups and 19 items.

  • Before (9 items): Define the meeting purpose; Create an agenda; Invite only the necessary attendees; Send the calendar invite with the agenda; Share materials in advance; Book the meeting room; Test technology (video and audio); Prepare talking points; Review previous meeting notes
  • During (6 items): Start on time; Follow the agenda; Take notes; Assign action items; Set deadlines; End on time
  • After (4 items): Send meeting notes; Share action items; Follow up on commitments; Schedule the next meeting if needed

Tip: Work through Before, During and After in order. Ticks are saved on this device.

Limitations

  • It does not schedule meetings or send invites. It reminds you of the steps.
  • It is general and does not reflect your organization's own meeting rules.
  • Ticks are saved only in this browser on this device.

FAQs

Q: Does the checklist change with my situation?
A: No. It starts as one list of 19 items. It does not ask questions or adapt, but you can add your own items and remove the ones you do not need.
Q: Are my ticks saved?
A: Yes. Ticks are saved in your browser on this device, so they are still there when you come back. They are not sent anywhere and do not follow you to another device or browser.
Q: How do I start again?
A: Untick the items you have done. Clearing your browser data for this site also removes the saved ticks.

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