Free Meeting Checklist Form Template

Meeting Checklist Form

Please complete this checklist to ensure all key aspects of the meeting are covered.

Date

    Checklist

    Preparation

      • Confirm meeting date and time

      • Reserve a meeting room or virtual platform

      • Notify attendees with agenda and details

      • Prepare necessary documents or materials

      • Test audio/visual equipment, if applicable

      During the Meeting

        • Start meeting on time

        • Share agenda and objectives

        • Take attendance

        • Facilitate discussion and manage time

        • Record key decisions and action items

        Post-Meeting Follow-Up

          • Send meeting minutes or summary to attendees

          • Assign action items with clear deadlines

          • Evaluate meeting effectiveness (optional survey)

          • Schedule the next steps or follow-up meeting

          • Archive meeting documents

          Notes

            Completed By

            Name

              Email

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