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Jarlath Duffy - Change from Within


A Meeting Checklist for Managers/Leaders/Facilitators

Before the meeting:

  • Make a plan. Think about how to approach each agenda item. Are there any specific agenda items that may need a special format for discussion or resolution? Are their issues that will evoke strong feelings or emotions? Plan some what if scenarios - What if we split on this issue what process will I use, What if Susan gets loud again?
  • Check the environment. Enough chairs, is there food or snacks available, does the lighting set the right mood, is it stuffy, warm enough, is there space to do what I want to do?
  • Write the agenda for all to see on a Flipchart using action words to describe outcomes.
  • Review outstanding old decisions or discussions from the last two meetings minutes. Is there a follow-up needed?
  • Set a goal for the meeting and write it down so all can see.
  • Assign volunteers for meeting tasks such as scribe, timekeeper, etc.


At the beginning of the meeting:

  • As people first come into the room do a check of the body language of each person. Is there tension in the room? Does someone have an obvious vibe that you might need to tap before the meeting starts?


As the meeting begins

  • Check in yourself to the group. Explain how you are feeling, any special things happening today, the tone. Share your goal(s) for the meeting with the group.
  • Check in with the agenda.
  • Review the agenda and prioritise. Ask for any additions or deletions.
  • Set times for discussions and assign each item an owner.

Next>> As The Meeting Runs
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