Sample Meeting Plan
The following information is a complete example of a meeting plan:
1. Determine Roles and Goals for the meeting
Roles:
Leader: Jane
Recorder: Lisa
Timekeeper: John
Desired Outcomes: problem statement
Information that is needed for the meeting: a brief summary
Who needs to come/How they will help reach goals: list of attendees
2. Create Meeting Outline and Assign Allotted Times
A. Verify a quorum exists, 1 minute
B. Introduce guests, 1 minute
C. Review minutes and follow-up items from last meeting, 4 minutes
D. Address the problem statement, 25 minutes
E. Reports, 2 minutes
F. Draft next meeting's agenda, 5 minutes
G. Summarize decisions and assignments, 1 minute
H. Critique the meeting, 4 minutes
3. Prepare a Preliminary Agenda
Date of Meeting: March, 4
Start Time: 10:30 am
Place of Meeting: Room 22
End Time: 11:15
Total Time: 43
Actual Time:
References:
• Small Business Administration
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