Meeting Preparation Checklist Template

The Meeting Preparation Checklist offers a step-by-step guide to organizing meetings that are focused, efficient and outcome-driven. It walks organizers through planning, facilitation and follow-up to ensure every meeting has a clear purpose and leads to actionable results.

The meeting organizer or facilitator fills out the checklist before and after the meeting.

This meeting checklist​ is retained internally to document the meeting and track follow-up tasks.