Plan like a pro

Expert Planning Tips by Meeting Type

Different meetings require different planning approaches, especially for in-person meetings. A board meeting doesn’t run like a team retreat, and a project kickoff feels nothing like a new hire training. 

This worksheet helps meeting planners quickly identify the type of meeting they’re organizing and dives into tailored planning strategies per meeting type — so every meeting is planned with intention.

Other helpful resources

Executive Assistants reviewing a meeting planning framework in the office
5 Questions to Ask Before Finalizing an In-Person Meeting Plan
A simple meeting readiness checklist for planners on meeting objectives, attendees, timing, and budget.
Colleagues in the office discussing travel tools for Executive Assistants
Planning Resources Executive Assistants Rely On When Travel Plans Change
A practical list of travel planning tools Executive Assistants can use to manage disruptions and last-minute changes.
A team gathering at the office for a micro-offsite
The Rise of the Micro-Offsite & Why It Matters for Travel Managers
Micro-offsites are changing business travel. Learn how Travel Managers can manage cost, visibility, and policy of micro-offsites.

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