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Meeting Prep

by NeatTick · Used 0 times

Before, during, and after steps that make a meeting worth the time.

This is a community list. Start a checklist to check items off or edit them.

Before

  • Define the goal and the decision needed
  • Invite only the people who need to be there
  • Send the agenda at least a day ahead
  • Share pre-reads with the invite
  • Book the room or video link
  • Test screen sharing and audio
  • Prepare slides or materials

During

  • Start on time and restate the goal
  • Assign a note-taker
  • Capture decisions and owners

After

  • Send notes with action items, owners, and due dates within 24 hours
  • Schedule any follow-ups