Free Resource

This checklist will help streamline planning for every meeting.

The checklist includes every task you should complete to ensure meetings run smoothly during the build-up to the meeting, the week of the meeting, the day of the meeting and afterwards.

This checklist will also ensure every meeting is productive and your Executive goes to the right meetings.


Use the checklist to make every meeting you manage productive.

Assistants who download the 'checklist for meeting planning' document will have a process they can implement into their daily routines.

Ensure that every meeting is planned meticulously and that your Executive is prepared for every meeting they attend. Ask the right questions when you are sent a meeting request and schedule meetings that support the strategic direction of the business.

Every task you need to do for all meetings

Stay organised for every meeting you plan

Never forget a meeting task again

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Frequently Asked Questions

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Yes! We love sharing our years of knowledge with the Assistant community. Keep us in mind next time you have any training needs!

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Download your free checklist

And join 1000s of Assistants who have maximised their efficiency using the 'checklist for meeting planning' template.