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

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Just In Case: A Meeting Essentials Kit for Executive Assistants
Cover meetings from start to finish with these must-have items in your meeting essentials kit.
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Empower Your Teams to Plan Better Meetings (Without the Chaos)
Provide planners the right guardrails and autonomy to ensure meetings deliver strategic value and strengthen the culture.
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Are You Personalizing In-Person Meetings? Why This Matters
Thoughtful meeting personalization turns a well-organized meeting into a memorable experience. Here’s how you make the most impact.

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