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10+ Meeting Checklist Templates

When it comes to meetings, there are often many different tasks that have to be done to ensure that everything is prepared for holding them. If you are in charge of preparing for any kind of meeting, then you’ll need a meeting checklist document to help you. This article will provide you with the information that will allow you to properly make one.

5+ FREE & Premium Meeting Checklist Templates - Download NOWBeautifully Designed, Easily Editable Templates to Get your Work Done Faster & Smarter.

5 Steps for Creating a Meeting Checklist

Step 1: Know the Goal of the Meeting

The first step to making this type of checklist is to know why the meeting is going to be held. The reason as to why you should know the goal of the meeting is because it will allow you to figure out everything from who will be involved in what exactly has to be prepared.

Step 2: Take Note of Who Will Help During Preparations

If you are not the only person that will be working on the meeting preparations, then you will need to know the names of the others that are involved. Make sure that you place their complete names into the checklist document as you will need them during a particular step in the creation process.

Step 3: List Down the Tasks to be Completed

Next is for you to list down everything that needs to be done to ensure that the meeting is able to successfully start and finish. Make sure that each task you place into the checklist contains a detailed description of how exactly they should be done. That way, those in charge of doing them will have an easier time doing so.

Step 4: Assign Each Person Their Own Tasks

This applies if there is more than one person working on the meeting preparations. For each name that is on the checklist, you will have to assign a specific number of tasks to them. Be sure that you divide the work carefully and that the task you assigned to each person is one that is best suited to their skills.

Step 5: Update the Checklist if Needed

In the event that you have to make any sort of changes to the checklist, then be sure that you do so immediately. Also, do not forget to communicate whatever changes you have made to those involved in the meeting preparations as they will definitely need to know about them.

10+ Meeting Checklist Templates

1. Meeting Checklist Template

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  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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The only way to have a successful meeting is to plan it ahead. Disappointing your superiors is the last thing you want to do. Organize an effective meeting by using this template to ensure that everything is well prepared. It’s editable as well so you’re free to add whatever you think is missing.

2. Termination Meeting Checklist Template

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  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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There are instances where certain rules and regulations are violated and a corresponding action must be executed. Sometimes, a grave violation constitutes termination. Of course, a single person cannot decide this alone but he/she must consult with the higher management for the collective decision. Download this template to help you organize your termination meeting.

3. Restaurant Meeting Checklist Template

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  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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Meetings are important for every business as they can be a form of an open forum where everyone can brainstorm their ideas or offer suggestions. This checklist template consists of different duties to be accomplished before, during or after the meeting. Download this template now to help you organize your restaurant meeting.

4. Restaurant Employee Termination Meeting Checklist Template

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  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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All companies have their own set of rules and regulations and when these are violated, a punishment must be given to the person who did not conform to these. A hard decision to make, but it is a necessity to maintain discipline among your employees. Download this editable template now to help you execute your termination meeting.

5. Checklist Steps to Planning an Annual Meeting Template

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  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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Do you wish to conduct a meeting but have no idea on how to prepare for it? If the answer to that question is yes, then this template is for you. It consists of recommendations that can tell you the thinsg that you need to do. You can also personalize this according to your preferences.

6. Team Meeting Checklist Template

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  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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7. Sample Meeting Checklist Template

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  • MS Excel
  • MS Word
  • Numbers
  • Pages

Size: A4, US

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Planning everything ahead will help reduce errors. This template has different recommendations on what to place if you have no idea on what goes inside a meeting checklist. On the guide provided, you will be helped with what aspects to check and what to anticipate. Take the opportunity to download this now to assist you with your meeting.

8. Sample Termination Meeting Checklist Template

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File Format
  • MS Word
  • Pages

Size: A4, US

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Terminations are normal in a working environment, especially if a specific employee is displaying acts of delinquency. You will want to download this template if you feel as if the act of holding a termination meeting must be done. Make use of Microsoft Word or Apple Pages to open and edit it. 

9. Pre-Meeting Checklist Template

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  • PDF

Size: 88 KB

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Like in the previous templates, it has been reiterated how important pre-planning is for any occasion. It helps you foresee any possible thing that could happen so you can prepare in advance. Preparedness can say a lot about a person; it can convey how seriously you take the occasion at hand. Grab the chance to download this now to help you with your pre-meeting planning.

10. Meeting and Event Checklist Template

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  • PDF

Size: 30 KB

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Quite similar to the preceding template but this one is categorized by timelines. It shows you what measures to take under specific periods. With this template, you will never have to worry about organization ever again. Download this template now so that you can successfully plan out your meetings and events.

11. Effective Meeting Checklist Template

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  • PDF

Size: 288 KB

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If you are the type of person who prefers checklists that are easy to follow, then this is the template for you. Download it know so that you can get started on working on the document that will help you keep track of what needs to successfully prepare and run a meeting.

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