Product Guides and Resources

Meeting Checklists

Before the Meeting

• Develop an agenda outlining who, what, where, when, why and how.
• Ask for participant contributions to agenda before meeting.
• Distribute agenda before meeting.
• Confirm meeting with participants.
• Outline any courtesies before meeting begins (i.e., questions are to be held until the end, etc.).

During the Meeting

• Ask someone to keep minutes.
• Designate a timekeeper to keep everyone on schedule.
• Avoid future items of discussion not pertinent to the current meeting.
• Schedule later meetings to discuss future items, if necessary.

After the Meeting

• Distribute meeting minutes.
• Request reports on progress, if necessary.
• Develop metrics for accountability.