Most meetings waste time. Here is a 15-point checklist for meetings that close deals, solve problems, and respect everyone's time.
Before the Meeting
- Set a clear objective (one sentence: "By the end of this meeting, we will...")
- Send an agenda 24 hours in advance
- Book the right room size (rooms at your chosen provider)
- Test AV equipment before the client arrives
- Confirm parking arrangements (free at your chosen provider)
During the Meeting
- Start on time. Do not wait for latecomers.
- State the objective at the start
- Listen more than you talk (70/30 rule)
- Take visible notes (shows you are paying attention)
- Summarise decisions as you go
After the Meeting
- Send a follow-up email within 2 hours
- List action items with owners and deadlines
- Schedule the next meeting before everyone leaves
- Deliver on your commitments before the next meeting
- Ask for feedback if it was a pitch or proposal
For hybrid meetings (in-person + remote), see our dedicated setup guide.