HBR Guide to Making Every Meeting Matter (HBR Guide Series)

by Harvard Business Review

Meeting Preparation Checklist Use this tool to prepare for your next meeting. Have you . . . Identified the specific purpose of the meeting? Made sure you need a meeting at all? Developed a preliminary agenda? Selected the right participants? Assigned roles to participants? Decided where and when to hold the meeting and confirmed availability of the space? Sent the invitation, notifying participants when and where the meeting will be held? Sent the preliminary agenda to key participants and other stakeholders? Sent any reports or items needing advance preparation to participants? Followed up with invitees in person, if appropriate? Identified, if appropriate, the decision-making process that will be used in the meeting? Identified, arranged for, and tested any required equipment? Finalized the agenda and distributed it to all participants? Verified that all key participants will attend and know their roles? Prepared yourself? Adapted from Running Meetings (20-Minute Manager series; product #17003), Harvard Business Review Press, 2014.