Free Simple Meeting Task Checklist Template

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Free Simple Meeting Task Checklist Template

Simple Meeting Task Checklist

Prepared by: [Your Name]


I. Pre-Meeting Preparation

Define Meeting Purpose and Objectives

Organize Meeting Logistics

Notify Participants

  • Clarify the main objectives of the meeting

  • Prepare agenda items related to objectives

  • Schedule the meeting time and date

  • Book a meeting room or set up a virtual meeting link

  • Send out meeting invites via calendar or email

  • Provide agenda and any pre-reading material


II. During the Meeting

Facilitate Meeting

Encourage Participation

  • Start the meeting on time

  • Follow the agenda closely

  • Ensure all attendees have a chance to speak

  • Address and moderate discussions and disagreements


III. Post-Meeting Actions

Document Meeting Outcomes

Follow Up on Action Items

  • Compile meeting minutes

  • Record decisions and action items

  • Assign tasks to responsible individuals

  • Set deadlines for each action item


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