Business meeting plan

About this template

How make a business meeting plan

If you don’t know how to plan a business meeting, it is always a good idea to use this template.

Firstly, you have to establish the purpose of the meeting. At the end of the meeting, all the participants should know exactly what they have to do.

Secondly, add the key activities to the meeting agenda.

Then, think about some follow-up actions that will be needed after the meeting.

Effective meetings cannot take place without preparations like printed materials, travel details and arrangements, conference room reservations, etc.

Also, you will need a list of the people that will attend the meeting.

Set up the meeting location and date.

Name of the business meeting

What is your business meeting about?
Give it a name. Type it in.

Preparations

The success of any meeting is proportional to the amount of time spent in preparation, by all participants.
What are the actions of the meeting preparations? (i.e. printed materials, travel details and arrangements, input from participants beforehand)

Enter the person in charge of this action.

Who is responsible for it?

Attendees

Attendee

Add an attendee and press Enter.

Role

What is his/her role in the meeting? Type it in.

Date and time

Location

Where is the meeting's location? Type it in.

What time does the meeting begin? Type it in.

Date

What is the date of the meeting? Type it in.

Follow-up

Action

Add an action to follow up after the meeting. Type it in.

Responsible

Enter the person in charge for this action.

Who is responsible for it?

Agenda

Agenda item

Meeting agenda is a list of meeting activities in the order in which they are to be taken up.

What key points do you have on your agenda?
Add an agenda item. Type it in.

Time

How much time should be allowed for it?

Objectives

Add an objective for the meeting.
Having clear objectives for a meeting is essential. The biggest reason for the widespread unpopularity of meetings is their lack of purpose.

At the end of the meeting, what should the participants be able to do?

Objective