Effective Meetings Checklist

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Quick Summary
A comprehensive checklist for planning and running effective meetings

What this is

A checklist for planning and running effective meetings. Includes attributes of successful meetings, meeting planning tips, leader DOs and DON'Ts, participant responsibilities, behavior tips, and more.

Why it's useful

Meetings have a central role in the management of a project. They can account for a significant amount of resource consumption and must be managed for results. The intended result should dictate the agenda, who needs to attend, and who just needs to be copied on the outcome.

Meetings have a multitude of purposes as listed below. Each requires different agendas, participants and has expected outcomes unique to its purpose. Each requires a different style ranging from consensus building to problem solving.

How to use it

Review the checklist when creating your project's overall communication plan. Also review the checklist before key meetings and before meeting types that have not been done before or done often.

In addition, remember the importance of "soft skills" such as listening, conflict resolution, negotiating, obtaining buy-ins, heading off issues with pre-meeting triage meetings, engaging reluctant participants and a myriad of "people skills." If you are a new project manager or you want to improve on these skills, seek out coaching and training from mentors and successful peers.

This template requires a Premium Subscription

Please log in. Don't have a log-in? Sign up now. Already a Member? Log in to upgrade immediately and get the file! A Premium subscription is only $14.95/month or $149/year and gets you over 200 templates, guidelines, and checklists.

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