Effective Meeting Management

Comprehensive checklist for planning, running, and following up on productive meetings

Effective Meeting Management

Steps to ensure meetings are productive and valuable

  • Define clear meeting purpose and objectives
  • Create and distribute detailed agenda in advance
  • Identify and invite only essential participants
  • Schedule meeting at optimal time for all attendees
  • Prepare and test any presentation materials
  • Assign roles (facilitator, timekeeper, note-taker)
  • Start and end meeting on time
  • Keep discussion focused on agenda items
  • Document key decisions and action items
  • Assign owners and deadlines to action items
  • Distribute meeting notes within 24 hours
  • Follow up on action items before next meeting