Meeting Planning Checklist

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THE MEETING PLANNING CHECKLIST 4/5/2024

Project Name
Prepared By
Project Description:

Meeting Type: Kick-off Status Planning Closure Other

Meeting Goals & Purpose:

Tone: Formal Informal


Primary Date: Alternate Date:

Logistical Requirements Estimated Costs


Location On-Site Off-Site $
Connectivity Phone Videoconference Internet $
Food None Snacks Meals $
Motivational Items Yes No $
Equipment Rental AV Computer Sound $
Materials Yes No $
Estimated Costs Total $ 000
Logistics Notes:

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THE MEETING PLANNING CHECKLIST 4/5/2024

Meeting Tasks: 1.0 Planning


Task Description Assigned To Due Date Status

1.1

1.2

1.3

1.4

1.5

1.6

1.7

1.8

1.9

1.10

1.11

1.12

1.13

1.14

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THE MEETING PLANNING CHECKLIST 4/5/2024

1.15

1.16

1.17

1.18

1.19

1.20

Meeting Tasks: 2.0 Preparation


Task Description Assigned To Due Date Status

2.1

2.2

2.3

2.4

2.5

2.6

2.7

2.8

2.9

2.10

2.11

2.12

2.13

2.14

2.15

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THE MEETING PLANNING CHECKLIST 4/5/2024

2.16

2.17

2.18

2.19

2.20

Meeting Tasks: 3.0 Post Meeting Activities


Task Description Assigned To Due Date Status

3.1

3.2

3.3

3.4

3.5

3.6

3.7

3.8

3.9

3.10

3.11

3.12

3.13

3.14

3.15

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THE MEETING PLANNING CHECKLIST 4/5/2024

3.16

3.17

3.18

3.19

3.20

Attendees:
Name Email Address Phone Notified Confirmed

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THE MEETING PLANNING CHECKLIST 4/5/2024

Attendees:
Name Email Address Phone Notified Confirmed

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THE MEETING PLANNING CHECKLIST 4/5/2024

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THE MEETING PLANNING CHECKLIST 4/5/2024

Planning Notes and Issues:

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