Meeting Organization Checklist (sample)

 

Checklist of Things to do Prior to the First Collaborative Group Meeting

  • Assemble a small planning committee to help pull together the first meeting.
  • Identify potential stakeholders and develop a mailing list.
  • Set the time and date for the first meeting.
  • Find a neutral location for the meeting.
  • Develop a meeting agenda. Include an explanation of the issue(s) which led to the meeting being called.
  • Make arrangements for a meeting facilitator.
  • Identify someone to chair the first meeting.
  • Plan to have a recorder present to take accurate notes.
  • Send a letter or announcement to potential stakeholders announcing the first meeting, 2-3 weeks in advance.
  • Prepare for audio-visual needs by having flip charts, overhead projectors, large felt markers, and sign-in sheet for attendees.
  • Create a map showing the proposed geographic boundaries to be encompassed by the planning effort.
  • Collect readily available data and information about your proposed planning area.
  • Assemble and photocopy handouts for meeting.
  • Have nametags and sign-in sheet available.