Get the free Meeting Planning Guide - multnomah

A comprehensive guide for planning meetings, covering aspects from audience profiling to budget creation, facility selection, programming, and logistics coordination.

How to fill out meeting planning guide

How to fill out Meeting Planning Guide

1. Begin with the title of the meeting.
2. Specify the date and time of the meeting.
3. List the location or virtual platform for the meeting.
4. Identify the purpose and goals of the meeting.
5. Include an agenda with topics to be discussed.
6. Determine and invite key participants.
7. Include materials or resources needed for the meeting.
8. Assign roles for facilitation and note-taking.
9. Establish follow-up actions and deadlines.

Who needs Meeting Planning Guide?

1. Event planners
2. Team leaders
3. Project managers
4. Administrative staff
5. Anyone coordinating meetings or events

People Also Ask about

What are the 3 C's of a meeting?

But you can also give your meetings a huge shot in the arm by reminding yourself of the 3Cs of great meetings: communication, connection, and celebration. Communication is probably the meat and potatoes of your current meeting. We get together to share (ostensibly) essential information.

How to plan for an effective meeting?

Here's the sequence of steps to plan an effective meeting agenda. Define results first. Identify the meeting's time frame. List the meeting's topics. Allot time frames by topic. Plan participation strategies to address each topic. Do a sanity check.

What are the 5 P's of effective meetings?

The 5Ps are Purpose, Participants, Process, Payoff, and Preparation (some suggest it should be 6Ps including Pizza). Purpose: Every meeting should have a clear purpose, which must be more specific than just a subject line calling for a 'daily meeting' (why should the team meet daily?).

What are the guidelines for planning a meeting?

How to plan meetings Establish your goal and if it requires a meeting. Decide on a format. Create a preliminary agenda. Assign roles. Select a time and a place. Invite your team. Seek advice and opinions. Finalise the agenda and share the resources.

What are the 4 P's of an effective meeting?

The 4 Ps of an effective meeting — purpose, product, people and process — matter for numerous reasons. The main reasons these tenets matter include: They keep meetings productive — Without the four Ps, your meeting can quickly go off the rails.

How to plan a meeting step by step?

Review this list of steps for organizing a successful meeting: Define your objectives. Decide who attends the meeting. Assign roles and responsibilities. Select the location and time. Consider different needs. Prepare the meeting agenda. Distribute materials in advance. Send a meeting recap.

What is the 40/20/40 rule for meetings?

The 40/20/40 rule for meetings The idea is that 40% of the effort should go into preparation, 20% into the actual meeting, and 40% into follow-up. That means setting clear objectives, ensuring participants are prepared, and making sure action items don't get forgotten.

What is the structure of a planning meeting?

A planning meeting refers to a gathering convened to discuss plans for a new project. The attendants discuss the scope, goals, budget, and timeline of the project, ensuring they understand the work involved and commit to completing it within the budget and time allocated.

For pdfFiller’s FAQs

What is Meeting Planning Guide?

The Meeting Planning Guide is a comprehensive resource designed to assist event organizers in planning and executing meetings, conferences, and events effectively.

Who is required to file Meeting Planning Guide?

Individuals or organizations planning to host a meeting or event that meets certain criteria or thresholds, as defined by governing entities, are required to file a Meeting Planning Guide.

How to fill out Meeting Planning Guide?

To fill out the Meeting Planning Guide, participants should provide detailed information about the event, including date, location, expected attendees, agenda, budget, and any special requirements.

What is the purpose of Meeting Planning Guide?

The purpose of the Meeting Planning Guide is to ensure that all relevant information is collected and organized to facilitate a smooth planning process and compliance with necessary regulations.

What information must be reported on Meeting Planning Guide?

Key information to be reported includes event date, location, number of attendees, agenda items, budget estimates, and any potential conflicts of interest.