ASK WITH INTENTION

Pre-Meeting Alignment Questions That Matter

Meeting planners are often tasked with planning in-person meetings based on minimal direction, but the most successful meetings are built on alignment, not assumptions. 

This worksheet is designed to help you initiate more strategic conversations with your executive and meeting stakeholders to enable better planning before it even begins.

Other helpful resources

Executive Assistant sharing the in-person meeting budget plan to her executive
How to Manage Budgets for In-Person Meetings
A three-stage budgeting method for more predictable and strategic meeting planning.
Team connection is a strong meeting ROI to track
Are You Measuring Meeting ROI? Why It Matters
Measure meeting ROI beyond the dollar and take a holistic approach to recognize the value of in-person meetings.
Colleagues discussing meeting planning KPIs in the office
4 Meeting Planning KPIs to Help You Excel
Meeting planning KPI examples to help you show impact, improve outcomes, and excel in your role.

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