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Checklist before meeting


Whether you're selling or buying, teaching or being trained, managing or taking instructions, brain-storming or reporting, you will waste less time & effort if you invest more time & effort PREPARING in advance for the meetings you attend.

Here's a checklist to get you started & off on the right foot in advance on your meetings. As with all checklists, you need to answer all questions & bear in mind that you are not ready until you've carefully considered, acted on, and ticked or answered 'yes' to each item:
  • Do you know the names of the people you're meeting?
  • Have you noted them down?
  • Have you noted down telephone numbers in case of unforeseen problems?
  • Do you know where you are meeting and at what time?
  • Have you other things you might be able to do in the area while you're there?
  • Do you know how to get there?
  • Do you know where to park?
  • Have you vetted the venue as appropriate to your needs?
  • Have you allowed for enough time to travel?
  • Have you confirmed meeting with them in advance?
  • Have you informed others what time you have to leave meeting at?
  • Are you dressed appropriately?
  • Are you groomed appropriately?
  • Have you informed colleagues of your unavailability?
  • Have you read the background material?
  • Have you an agenda/clear purpose for the meeting?
  • Have you thought through what you want out of it?
  • Have you thought through what others want out of it?
  • Have you considered all the possible outcomes & how you will respond?
  • Do you have everything you need for the meeting? Pen & paper? Background documentation?
  • Is your phone &/or laptop charged?
  • Have you set your email "Out of office" & telephone voice messages?
  • Have you left enough time before departure to deal with final routine items, e.g. checklist, petrol etc.?
  • Have you got change for parking?
  • Have you brought other work to do or reading material in case there are delays?
Any others to suggest?


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