Pre-Meeting Checklist Template
A well-prepared meeting begins many hours, even days, before attendees step into the room or join virtually. By using the right procedures and tools, organizations can make meetings effective, compliant, and impactful. By simplifying logistics, agenda planning and technology readiness, organizations can lay the groundwork for an effective session that gets the best from everyone’s time and expertise.
To do this, organizations can adopt a formal pre-meeting process addressing each critical factor:
Final Readiness Checks: Incorporates final review activities, reminders, and notifications to ensure timely commencement.
Governance & Security Focus: Highlights quorum confirmation, conflict-of-interest notifications, and secure access management.
Overall Coverage: Incorporates logistics, document management, technology configuration, and role assignments for seamless meeting implementation.