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Meeting Checklist

You can use this checklist to evaluate yourself as a meeting leader and to review the presentations of others.

Preparation

  1. Were the room and the seating appropriate?______________________

  2. Were the visual aids supportive and visible?____________________

  3. How were the handouts and support materials handled?

    _______________________________________________________________

  4. Was the agenda distributed in advance?________________________

  5. Were the right people there? _________________________________

  6. Were name cards, smoking sections, breaks, and so on accounted for?

    _______________________________________________________________

Conducting the Meeting

  1. Was the purpose clear?__________________________

  2. Did I or the facilitator keep the meeting on track?

    _______________________________________________

  3. Was I or the facilitator in control but not monopolizing?

    _______________________________________________

  4. How were interruptions and distractions handled?

    _______________________________________________

  5. Was maximum involvement and participation encouraged?

    _______________________________________________

  6. Was the group and the group process fully utilized?

    _______________________________________________

  7. Were all the key issues, key commitments, and future actions carefully noted by the recorder or minutes-taker?

    ________________________________________________

  8. Were the presentations interesting, pertinent, and well coordinated with the rest of the meeting?

    ________________________________________________

  9. Was the timing appropriate to the meeting priorities?

    _____________________________________________________________

Concluding the Meeting

  1. Were there sufficient summaries?

    ___________________________________________________

  2. Did the minutes-taker have time to "feedback" key commitments?

    ______________________________________________________________

  3. If this was a decision-making meeting, was that decision made? Why or why not?

    _______________________________________________________________________

    ________________________________________________________________________

    ________________________________________________________________________

  4. Were all future actions and assignments clear?_______________________

  5. Was an evaluation form distributed? _______________________________

  6. Was there a clear summary and memorable closing remarks?

    ________________________________________________________________

Follow-up

  1. Thank you notes sent?

______________________

  1. Any necessary follow-up or commitment?

______________________

  1. Distribution of results (don't let meeting participants be the last to know).

______________________

  1. Announcement of the next meeting.

______________________


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