<aside> 🎫 Duplicate this template to use for planning your next board meeting.

• Table Of Contents </aside>

Pre-Planning Stage

• [ ] Identify Objectives: Clearly define the purpose of the meeting.
• [ ] Set a Preliminary Agenda: Draft an initial list of discussion topics.
• [ ] Choose Date and Time: Ensure availability of all board members.
• [ ] Select Venue: Decide on a suitable location that meets the meeting's needs.

Planning Stage

• [ ] Finalize Agenda: Review and organize final topics for discussion.
• [ ] Set Time Limits: Allocate specific time for each agenda item.
• [ ] Prepare Documentation: Compile all necessary materials, reports, and presentations.
• [ ] Distribute Pre-Reads: Send documents to board members in advance for review.
• [ ] Confirm Attendance: Verify availability of all participants and speakers.
• [ ] Organize Logistics: Plan seating arrangements, equipment needs, and catering.
• [ ] Designate Roles: Assign responsibilities to individuals for different segments of the meeting.

Pre-Meeting Stage

• [ ] Confirm Final Details: Review all logistical and content-related plans.
• [ ] Test Technology: Ensure all devices and presentation tools are functioning.
• [ ] Set Up Venue: Arrange the room, seats, and technology according to plan.