Small-Meeting Checklist - dummies

By Marty Brounstein, Susan Friedmann, Dirk Zeller

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.

    [Credit: Illustration © Döngel]
    Credit: Illustration © Döngel