Business Meeting Checklist
Table of Contents
Pre-Meeting
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.
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.
Post-Meeting
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.
Download or Print this Business Meeting Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
Presented by:
Jake R Brady
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Views: 196
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Uses: 36
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Tasks: 29
Introduction
Who it's for
This Business Meeting Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Business Meeting steps every time, regardless of who executes
- Save time - reuse a proven Business Meeting workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Business Meeting checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Business Meeting Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Business Meeting comes up again, start from your saved version and run it with clear ownership.