Meeting Agenda Checklist

Make every meeting worth the salary cost in the room.

Checklist steps

  1. State the purpose and outcome

    If you cannot, cancel the meeting.

  2. Invite only decision makers and contributors

    Everyone else gets the notes.

  3. Timebox each agenda item

    Owner and minutes against each topic.

  4. Send pre-reads 24 hours ahead

    No reading time in the meeting.

  5. Record decisions as you go

    Decision, rationale, date.

  6. Capture actions with owners and dates

    No action without a name.

  7. Send notes within 24 hours

    Actions at the top.

Frequently asked questions

How long does this take?

Around 55 minutes end to end once the team knows the steps. Times per step are listed above.

Can I edit this checklist?

Yes. Save it to LemPlates and you can add, remove or reorder steps, assign owners and set due dates.

How often should this be run?

Run it every time the process happens and review the steps at least every six months.