Meeting Checklist Form

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

Checklist

Preparation

• Confirm meeting date and time

• Reserve 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 next steps or follow-up meeting

• Archive meeting documents

Completed By

Checklist Form Templates @ Template.net

Thank you for your attention to detail!

We appreciate you taking the time to submit.

Create free forms at Template.net