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Team Meeting Checklist - Mike Cardus

Mike Cardus
August 01, 2021

Team Meeting Checklist - Mike Cardus

A simple checklist for running good team meetings.

Mike Cardus

August 01, 2021

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  1. Planning the
    Project Team
    • Note: Involving attendees
    in planning the meeting
    (including setting the
    agenda) can increase their
    commitment to making the
    meeting work.
    Be clear on the meeting objective or purpose.
    Ask for input on the agenda and make revisions as
    Identify who should attend the meeting and whether
    they are available for the date you have in mind.
    Provide advance notice to attendees on these
    meeting aspects:
    Date, time and length
    How to prepare / what to bring
    Prepare the meeting room in advance:
    Enough seating
    Flip Chart
    Masking Tape
    Mike Cardus :: www.MikeCardus.com 1

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  2. Agenda
    Include the intent or objective of the meeting
    Allocate time for introductions of attendees
    Set aside time to review and revise the
    Put agenda items in order and allocate time
    to items
    Include action items from the last meeting
    that are to be agreed and discussed at this
    one; list items to which the team agreed and
    include who is responsible for each
    Allocate time for “asides” from last meeting
    as appropriate
    Include time for setting agenda and logistics
    for the next meeting
    Last agenda item should be evaluating the
    Mike Cardus :: www.MikeCardus.com 2

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  3. Checklist:
    Running the
    Project Team
    Post the agenda on a flipchart where participants can refer to it during the meeting.
    Use a flipchart to help keep the group focused and to create a single, agreed-upon record.
    Create an “asides or parking lot” list for discussion items that come up that are not on the
    Dispense with each agenda item in one of these ways:
    Reach a decision
    Delegate item for further study
    Put on next meeting agenda
    Take issue off agenda
    Keep a record of:
    Key points covered
    Decisions made
    Action items
    Persons responsible for each action item
    Completion date for actions
    Flipchart tips
    Use speaker’s own words
    Write legibly
    Summarize long ideas
    Number and post pages
    Evaluate the meeting, allowing attendees to
    Comment on the value of the meeting
    Suggest how the next meeting might be improved
    Mike Cardus :: www.MikeCardus.com 3

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  4. Checklist:
    Following up After the Project Team Meeting
    Create and distribute a short written record that includes:
    Meeting date, purpose, attendees
    Key points covered
    Decisions made
    Action items
    Persons responsible for action items
    Completion date for actions
    Identify how to incorporate participant feedback on how to improve the next
    meeting … Then DO IT
    Mike Cardus :: www.MikeCardus.com 4

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  5. 5
    Mike Cardus :: www.MikeCardus.com

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