Pre-Meeting Planning Checklist

 Meeting purpose (subject line)

 Attendees (names, email addresses, and who should present)

 Link

 Meeting time and duration Time to arrive

 Potential questions

 Agenda (create or build together) Communicate what to bring to

 Preliminary Agenda: plan activities and set up virtual room (slides, layouts,
pods, file share, web cam, etc.)

 Miscellaneous items

Dale Carnegie® Virtual Meetings that Engage

Post-Meeting Follow-Up Worksheet

Post-Meeting Considerations
• Summarize meeting discussions, results, and decisions
• Follow up by email on decisions, action steps, and due dates
• Evaluate the meeting and consider having participants evaluate its
value as well
• Devise checkpoints to keep everyone on schedule and focused on results

Results / Decisions

Action Items Who is Responsible? Due Date

Next Meeting Scheduled:

Follow-up Email Sent:

Dale Carnegie® Virtual Meetings that Engage