Use the checklist to make every meeting you manage productive.

Download the free Checklist for Meeting Planning.

Cover letter template for Assistants

This checklist will help streamline planning for every meeting.

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Are you looking for a free meeting planning checklist to help you organise your next meeting? Look no further! Our free meeting planning checklist is designed to help Assistants plan and execute successful meetings, conferences, and events.

Organising a meeting or event can be a daunting task. There are many details to consider, and keeping track of them all can be challenging. That’s why we created our free meeting planning checklist. This comprehensive list covers all the essential elements of successful meeting planning, from identifying the purpose of the meeting to assigning tasks to participants.

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.

Checklist for Meeting Planning

Identify the purpose and goals of the meeting

A list of every task you need to do for all meetings

Stay organised for every meeting you plan

Never forget a crucial meeting task again

Time-saving download for Assistants who organise meetings

Assistants love the Practically Perfect PA free resources

I love all the templates. They have been used regularly and also provide inspiration to create my own!

Practically Perfect PA is a great resource for templates, researching new tools and taking online courses for anyone new or trying to brush up on certain skills.

Well thought-out and accessible courses with a mix of free resources. A great and enthusiastic community and a place where you can feel understanding and belonging, which is hard to source in an Assistant role, especially when we’re all working more remotely these days.

Frequently Asked Questions

Is this really free?

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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