Effective Meetings
Make your team meetings more efficient and productive. This template will help you prepare for, plan and execute team meetings quickly and easily.
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Effective Meetings
Planning
- Identify Meeting Goals
- Create An Agenda
- Send Invitation
Pre-Meeting Prep
- Draft Presentation
- Make Sure TV / Projector Available
- Ensure Participants Have RSVPd
Before Starting the Meeting
- Start Video Conference
- If Recording... (Press Start)
- Make Sure Everyone Has Materials
Meeting Agenda
- Review Meeting Agenda and Goals
- Start With Good News
- Review Metrics
- Cover Any Bad News
- Main Meeting Discussion
- Capture Action Items
- Wrap Up / Next Steps
After The Meeting
- Forward Recording to Attendees
- Review Action Items
- Schedule Follow Up Meeting