Meeting Facilitation Cheat Sheet

Last Updated: November 21, 2025

Before Meeting

Clear purpose
Why are we meeting?
Agenda
Share beforehand
Right attendees
Only necessary people
Time limit
Stick to it
Materials
Send pre-reading
Tech check
Test video/screen share

During Meeting

Start on time
Don't wait for latecomers
Review agenda
Set expectations
Timekeeper
Stay on schedule
Take notes
Capture decisions/actions
Encourage participation
Ask quiet people
Park issues
Table off-topic items
Summarize
Recap at end

After Meeting

Send notes
Within 24 hours
Action items
Who, what, when
Follow up
Check on commitments
Feedback
How to improve
💡 Pro Tip: If you can send an email instead, skip the meeting!
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