Use this checklist to ensure your meetings are productive, efficient, and inclusive. This checklist can be applied to all types of meetings—in-person, all-remote, or hybrid.
Before the meeting
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Get clear on the meeting objective and desired outcome—make sure a meeting is needed
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Determine the required and optional participants
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Include the meeting agenda and any required pre-read material in the meeting invite
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Let participants know how you would like them to engage in the meeting
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Consider time zones, working hours, and holidays
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Include the meeting agenda and any required pre-read material in the meeting invite
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Determine the meeting length and occurrence
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Find a moderator (if needed) and share meeting materials in advance
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Consider using tools like Whiteboard and OneNote to share ideas
During the meeting
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Introduce yourself with the camera turned on, if applicable
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Reiterate your expectations​ and goals
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Share the rules of engagement
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Record the meeting or turn on live captions if needed
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Share your screen and turn on video to create an engaging experience
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Monitor the meeting chat
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Assign tasks and provide a meeting summary
After the meeting
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Document meeting notes and next steps in a shared location
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Address follow-up items in the meeting chat
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Ask for feedback about the meeting’s effectiveness, if applicable
