How to Prepare for a Meeting


Whether you’re brainstorming ideas, sharing customer stories, or agreeing on business strategies, successful meetings don’t just happen. Effective meetings take planning, time and effort to ensure that everyone feels like they have gained something from the experience.

Understanding the meeting’s objective is vital to preparing for it. What are the expectations of the group to accomplish at the end of this session? This is the «Why» behind the meeting, and it’s what drives the decision-making process, discussion topics, and outcomes. It’s important to stick to one goal so that attendees can remain focused.

Asking questions to clarify the situation before the meeting begins is a good idea. Share the questions with your team members so they can prepare. If you wait until the meeting to ask questions wastes much time that could be spent on other things.

An agenda for meetings is an essential aspect of preparing. It is crucial to ensure that it is open, accessible and easily accessible to everyone. The agenda is a way to organize the meeting and ensures it is on topic.

It’s a good idea to assign someone as the timekeeper and note keeper to ensure that the meeting is held on time and that all agenda topics are discussed in the proper order. It’s also helpful to assign the person to send out the notes after the meeting, to ensure that all the key details are taken note of and distributed.

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