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Meeting prep template
A meeting prep template is a one-page checklist you fill in before an important meeting: why it is happening, the outcome you want, who will be there and what they care about, the points you need to make, the questions you need answered and the objections you might hear. Filling it in takes a few minutes and gives you a clear plan going in. Copy the template below or download it as a text file.
The template
MEETING PREP Meeting: [Name] Date and time: [Date, time, time zone] Location or link: [Room or video link] PURPOSE Why this meeting is happening: [One sentence] OUTCOME I WANT By the end of the meeting: [Decision, agreement or next step] Fallback if that's not possible: [Smaller next step] WHO WILL BE THERE - [Name, role] - Cares about: [Priorities or concerns] - [Name, role] - Cares about: [Priorities or concerns] KEY POINTS TO MAKE 1. [Point] - Supporting fact or example: [ ] 2. [Point] - Supporting fact or example: [ ] 3. [Point] - Supporting fact or example: [ ] QUESTIONS TO ASK - [Question] - [Question] LIKELY QUESTIONS OR OBJECTIONS - [Objection] - My answer: [ ] MATERIALS - [Slides, documents, links, demo] AFTER THE MEETING - Follow-up to send: [What, to whom, by when]
How to use it
- Write the outcome you want before anything else; the rest of the prep should support it.
- Look up each attendee's role and note what they are likely to care about.
- Limit yourself to three key points, each with a fact or example behind it.
- List the hardest questions you could be asked and draft a short answer to each.
- Decide on the follow-up before the meeting, then send it the same day.
Turn this into your B4WeMeet page
Send attendees a page with your background and the points you'd like to cover, so everyone arrives prepared. We'll fill in the focus, topics and pre-meeting note from this template; you add your name and details.
Turn this into your B4WeMeet page