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Corporate Meeting Planning Checklist

Identify meeting purpose and agenda

Set a date and time for the meeting

Select a suitable venue for the meeting

Approval: Venue Selection

Prepare and send out invitations to attendees

Make arrangements for catering and refreshments

Create meeting materials such as presentations, reports, etc.

Approval: Meeting Materials

Arrange for necessary technical equipment (projectors, conference call facilities, etc.)

Confirm all arrangements and send final itinerary to attendees

Organize transportation for out-of-town guests, if necessary

Plan for meeting check-in or registration process

Coordinate activities and roles of those helping with the meeting

Approval: Meeting Operations

Execute the meeting smoothly

Compile meeting minutes and feedback

Send a follow-up email with minutes, feedback and next steps to attendees

Review meeting outcomes and improvements for future meetings

Approval: Review Meeting Outcomes

Identify meeting purpose and agenda

Clearly define the purpose and agenda of the meeting. Identify the desired outcomes and make sure they align with the overall goals of the organization. Consider the stakeholders involved and any specific topics or issues that need to be addressed. What are the key points that attendees should be prepared to discuss?

Meeting Purpose and Desired Outcomes

Stakeholders Involved

Key Discussion Points