Project Management Checklists: General Principles of Project Management
Checklist Category: Arranging meetings
Download: Checklist: "Organizing a Meeting" (.pdf)
Checklist Project Management: Arranging Meetings - Organizing a Meeting -
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Item
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Task
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Details
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1
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Introduction
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- Welcome participants/ establish contact
- Open the meeting
- Present the topic
- Reason for/topic of the meeting
- Aim/purpose of the meeting
- Present outline and aim of the individual sections
- Explain organization
- Speakers/ times/ breaks
- Discussion rules
- Indication of who is taking the minutes
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2
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Execution
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- Explain starting situation= current state
- Ensure a uniform level of information
- Discussion
- Ideas, opinions, suggestions
- Record and visualize partial results
- Schedule tasks and assign them to the responsible people
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3
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Evaluation
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- Motivate decisions
- Record tasks/ outcomes/ decisions in the meeting minutes
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4
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Farewell
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- Preview of next meeting
- Thank participants for attending
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5
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Follow-up
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- Make sure a responsible person and a date are mentioned for each decision.
- When a lot of dates must be monitored, a checklist of open issues may prove useful. This list should be taken from meeting to meeting.
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Download
By: Andrea Kempter , IT Process Maps.