Checklyst…for everything

Checklist for how to have effective meetings

Before the Meeting:

[ ] Define the Purpose:
What’s the goal of the meeting? (Decision-making, brainstorming, updates, etc.)

[ ] Set an Agenda:
List the topics to be covered with time limits for each.

[ ] Invite the Right People:
Only include people who need to be there.

[ ] Share Materials in Advance:
Send the agenda and any documents people need to review beforehand.

[ ] Assign Roles (if needed):
Facilitator: Leads the meeting.
Note-taker: Records key points and action items.
Timekeeper: Keeps the meeting on schedule.

During the Meeting:

[ ] Start on Time:
Respect everyone’s schedule.

[ ] Review Agenda & Objectives:
Quickly remind everyone why they’re there.

[ ] Encourage Participation:
Make sure everyone has a chance to speak.

[ ] Stay on Topic:
If the conversation drifts, gently bring it back.

[ ] Summarize Key Points:
After each topic, briefly recap decisions or conclusions.

[ ] Assign Action Items:
Clearly define who’s doing what and by when.

[ ] End with Next Steps:
Confirm follow-ups, deadlines, and the next meeting (if needed).

[ ] Finish on Time:
Wrap up as scheduled or earlier if possible.

After the Meeting:

[ ] Send Meeting Notes:
Share key points, decisions, and action items.

[ ] Follow Up on Action Items:
Check in on progress as deadlines approach.

[ ] Gather Feedback (if necessary):
Ask for suggestions on how to improve future meetings.