1 / Strategic Planning Checklists

• Final Meeting Details

• Communication Timeline

• Materials Checklist

• Meeting Space Checklist

• Documents to Prepare & Print Checklist

2 / Communication templates

We have crafted communication templates for you; please edit them to fit the people you’re communicating with best.

3 / Sample AGenda

This agenda is the recipe, but of course, adjust as needed to find the perfect mix for your team. As a reminder, the agenda we’ve provided is a 6-hour agenda. If your meeting will be longer, adjust each section to add more time.

4 / Meeting Notes Template

This template is a great resource for your note-taker to use. Send this template to them when you send the agenda so they can see how the two documents go hand-in-hand. The sections follow the order of the meeting and should be the single document in which meeting notes are taken. 

​

NOTE: If you adjust the agenda, ensure the meeting notes template matches.

5 / digital visual presentation

If you are conducting this meeting virtually, use this template to keep everyone on track and engaged with you.

​

File Type: Microsoft PowerPoint