EFFECTIVE MEETING CHECKLIST

Preparation

Organize

topic
target time/date
objectives/topic

Outline/Agenda

MEMBERS
materials needed
follow up

Adapt to the participants

analyze your audience
speak to their skill/knowledge level
use their language

Presentation

Create a positive environment

Start in a friendly, positive way
ask questions
encourage participation
give positive feedback and praise

Preview and Summarize

preview important points at beginning
follow agenda
summarize the points that the end

Mix your tenchniques

lecturettes
videos
discussion
demonstration
practice

Model Correct Behaviour

demonstate proper use of the skills

Participation

ask questions
provide problems to solve
use case situations/ role playing
apply to real customer situations

Plan of Action

Develop plan

What
Who
When