Deliver a successful meeting that brings together teams across your organizationUse this template
Our Company-Wide Meeting template helps you deliver successful meetings by providing lists and tasks related to scheduling, logistics, meeting space and travel, agenda and content, speakers and materials, promotion and communication, and communication and engagement.
Benefits of the template
Streamlines the meeting planning process, saving time and effort.
Improves consistency in meeting planning across the organization.
Increases efficiency by ensuring that tasks are assigned and completed promptly and organized.
Improves communication between meeting planners and attendees, resulting in better-prepared attendees and more productive discussions.
Enhances the attendee experience by coordinating logistics, travel, and accommodations.
Leads to better outcomes by providing a clear plan and structure with objectives, a detailed agenda, and well-prepared speakers.
Who is the template for
The template is for any organization or team that wants to ensure their meetings are successful and productive, bringing together teams across the organization.
How to use the template
Customize the fields by adding the relevant department, priority level, status, and time estimate information.
Add tasks to the appropriate sections related to scheduling, logistics, meeting space and travel, agenda and content, speakers and materials, promotion and communication, and communication and engagement.
Use the custom fields to track the progress of each task, assign team members, and set deadlines.
Categorize each task by adding custom tags, such as Planning, Logistics, and Promoting.
Review and update the template regularly to ensure you stay on top of your tasks and meet your goals.
Scheduling and Logistics: Use this list to check availability with attendees, schedule the meeting, and coordinate logistics.
Meeting Space and Travel: Use this list to book the boardroom, coordinate travel for out-of-town attendees, and arrange accommodations.
Agenda and Content: Use this list to develop a detailed schedule and share the plan with attendees.
Speakers and Materials: Use this list to invite shareholders, prepare presentation materials, and develop slides and videos.
Promotion and Communication: Use this list to create promotional materials and distribute them to attendees.
Communication and Engagement: Use this list to send a feedback form to attendees.
Department: Use this field to categorize each task based on the relevant department, such as HR, Finance, Marketing, Sales, Operations, IT, Customer Service, Legal, and Admin.
Priority: Use this field to prioritize each task based on its importance or urgency, such as low, medium, or high.
Status: Use this field to track the progress of each task, such as upcoming, pending, overdue, not started, active, or canceled.
Time Estimate: This field estimates the time required to complete each task.
Planning: Use this tag to categorize tasks related to planning the meeting.
Logistics: Use this tag to categorize tasks related to coordinating logistics.
Promoting: Use this tag to categorize tasks related to promoting the meeting.