Template

Meeting Pre-Read Template & Pre-Work Checklist

An interactive pre-read form and pre-work checklist that clarifies purpose, desired outcomes, required preparation, roles, and blockers — and saves submissions so meeting owners and attendees have a single source of truth.

Interactive Tool

Meeting Pre-Read & Pre-Work Form

Use this short pre-read to make the meeting outcome-focused and respectful of attendees' time. Fill the fields below and attach or link materials in the meeting invite. Aim for a 1–3 minute read for participants.

Short descriptive title (e.g., Weekly Ops Huddle).
Date and time or recurring cadence (e.g., Tue 10:00–10:30).
One short sentence explaining why this meeting exists (keep it focused).
Select one or more primary outcomes the meeting should deliver.
Describe the decision to be made, the options, and any decision criteria.
Key facts, data, or earlier decisions attendees should know before the meeting.
List the specific questions this meeting must resolve or clarify.
Paste links or file names and indicate where to find attachments (e.g., in calendar invite).
Name people and their responsibilities during the meeting (who will own follow-ups).
How many minutes should an attendee expect to spend reading this pre-read? Keep it under 10 if possible.
If attendees must prepare work (e.g., run analysis), estimate total prep time.
Will anything prevent the meeting from achieving its outcomes unless resolved beforehand?
Describe blockers, who can resolve them, and by when.
List any people responsible for bringing updates, data, or materials (Who’s Bringing What).
Clarify whether full attendance is required or a representative is fine.
Check items to confirm readiness before the meeting.
Any brief instructions (e.g., camera on, come prepared to discuss X).
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