Running a successful small meeting takes time and planning. Use this checklist to stay on top of the details. For explanations of each of these points, refer to the e-book Running a Great Meeting In A Day For Dummies.

• Decide on the purpose of the meeting (the meeting objective).

• Know exactly what the meeting needs to accomplish.

• Determine whether the meeting is really necessary.

• Outline specific agenda items.

• Decide what message(s) needs to be communicated.

• Decide how you want people to feel when they leave.

• Choose the right meeting location.

• Determine out how long the meeting will last.

• Put together a written agenda.

• Invite only the people who need to be there.

• Let participants know what they need to bring.

• Set a date for when the agenda should be sent out to participants.

• Find out about any special needs.

• Check on what specific materials and equipment are needed.

• Choose what refreshments and snacks are necessary.

• Stick to the agenda during the meeting.

• Assign participants specific roles during the meeting.

• Evaluate the meeting after it’s over.

  

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