I attend a lot of meetings. They're not an end - but rather a means towards an end (or towards a continuation). Some meetings are a travesty of wasted opportunities, others are golden. Here's a checklist - something prepared a while back after one shocking meeting ... and now used as a quick "reminder to self" when there's a meeting in the offing.. Please feel free to use. As per the pirate's code in "Pirates of the Caribbean" ... not so much a set of rules - more some guidelines.
Notes – a “meeting checklist”0. Before the day of the meeting* Be clear on meeting objectives
* Choose a date to suit everyone
* Make it long enough to be worthwhile people coming
* Will you need a microphone / speaker system / other technical stuff?
* Serving teas and coffees?
* Should you record it?
* Will the speaker(s) be at the right level for the audience?
* Pre-publicity to attract people along
* Helping people get there - map and perhaps train and bus times?
1. Immediately before the meeting* Make sure visual aids work, clear line of sight to any displays, etc
* Roll up banner outside to announce meeting
* Meeting located and timed to allow for arrival / departure by train. Waymarked from Station?
* Sign in sheet to include contact details / tick for GDPR for single follow up email
* Meeting organisers to have ID badges
* Appointed "trustee" regular members to greet newcomers and make them feel welcome. Part of that to hand out "about organisation" and "how to get back in touch" trifold
2. Conduct of the meeting* Separate meeting chair from speaker
- to introduce organsation, organiser, timing of meeting and emergency exit stuff
* All attendees (if less than 60) to be invited to briefly introduce themselves
* Speaker to use presentation aids (such as maps and pictures) projected to aid his talk
* Chair to field questions / assist the speaker as appropriate
* Meeting organiser to help latecomers enter quietly and not interrupt main speaker
(even to sell raffle tickets)
* Provide opportunity to briefly raise other key matters (organiser and attendees)
3. After the main talk* Ensure the meeting concludes at the advertised time
(though discussion groups can stay around)
* Summaries, chair to thank the speaker and re-stress his knowledge base
* Presentation board(s) to look at afterwards
* Ensure that everyone leaves with a summary sheet of the case
(including contact and next meeting details and web site link for further details)
* Ensure everyone has opportunity to ask questions or to leave them in writing
* Have “what next” as an agenda item
4. As people leave* Appointed trustee to thank everyone for coming and ensure they have all they need
* Talk to people to ensure they know how to follow up and leave on a positive
"see you next time"
5. After everyone has left* Follow up "thank you" email to speaker and attendees
* Minutes / report online shortly after
* Strike while the iron is hot for any follow ups
Most of the above “obvious” - but perhaps only obvious once pointed out!
Make what use you like of the above … (credit would be nice if you copy it)
prepared by Graham Ellis, not too long ago (but not in the last few days either!)
graham@railcustomer.info,
http://www.passenger.chatVice Chair, Melksham
RUG» * A director of TravelWatch SouthWest *
GWR▸ “Coffee Shop” Admin