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How to run a prep meeting

To run a prep meeting, one should define the meeting’s objectives, prepare an agenda, assign roles, and ensure all necessary materials are ready and relevant stakeholders are invited.

A prep meeting, short for preparation meeting, is a gathering of team members or individuals prior to a specific event, project, or meeting. The purpose of a prep meeting is to discuss goals, objectives, tasks, and responsibilities, and to ensure that everyone involved is adequately prepared and informed. It enables participants to clarify any doubts, coordinate efforts, and align their focus for a successful outcome. During a prep meeting, individuals can also address any potential challenges or concerns, develop strategies, and confirm timelines and deadlines. Overall, a prep meeting acts as a preparatory step to enhance collaboration, streamline communication, and optimize performance.

What is the purpose of a prep meeting?

The purpose of running a prep-meeting as a leader is to ensure that all team members are well-informed, aligned, and prepared for upcoming tasks or projects. It provides an opportunity to share important information, set clear objectives, clarify roles and responsibilities, and address any questions or concerns. Ultimately, a well-structured prep-meeting sets the stage for successful collaboration and productivity.

How to run a prep meeting: Step-By-Step


Step 1: Define the Purpose of the Meeting

It is crucial to comprehend and clearly articulate the purpose and desired outcomes of a meeting. Is it intended for making decisions, generating ideas, or sharing information? This clarity helps maximize the meeting’s effectiveness and ensures everyone is on the same page.

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Step 2: Identify the Participants

When deciding who should attend the meeting, it is important to consider individuals who will be impacted by the meeting’s decisions or can provide valuable insights, expertise, or relevant information to ensure a comprehensive and effective discussion.

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Step 3: Set the Agenda

Create a comprehensive agenda, outlining the topics, speakers, and allocated time for discussion. Share this agenda with participants beforehand to allow for adequate preparation.

Our tool, ZipDo, seamlessly transitions meetings from your calendar to a dedicated collaborative workspace. This space allows for the creation of a communal agenda, with space for input from all team members. By facilitating better preparation, ZipDo not only makes meetings more efficient but also streamlines the entire process surrounding meetings.

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Step 4: Determine the Format

Deciding on the most appropriate format for the meeting is crucial in order to effectively achieve the objectives. Consider options such as a round-table discussion for open dialogue, a presentation for information sharing, or a workshop for interactive learning, ensuring a productive and engaging session.

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Step 5: Schedule the Meeting

Select a convenient and conflict-free date and time for the event that accommodates everyone’s availability and considers different time zones.

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Step 6: Prepare Materials

In order to facilitate a successful meeting, it is essential to gather all relevant materials such as presentations, documents, reports, or handouts. These materials should be prepared, organized, and tested in advance to ensure smooth execution during the meeting.

ZipDo, our application, automates the import of calendar meetings, establishing a collaborative workspace for each one. Here, team members can post notes, streamlining both preparation and follow-up processes. This feature fosters improved accountability within the team.

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Step 7: Logistics

As a business expert, part of your role is to efficiently handle all logistical aspects of meetings, including reserving meeting rooms, setting up technology equipment, ensuring remote access for virtual participants, organizing refreshments, and other necessary arrangements.

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Step 8: Send Invitations

Send a detailed meeting invitation to all attendees, inclusive of important details such as date, time, location or online link, agenda, etc. Kindly request them to notify you promptly if they are unable to attend.

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Step 9: Pre-meeting Briefings

If necessary, conduct briefings for individual participants or departments prior to the meeting, providing them a clear understanding of the tasks they need to complete or the viewpoints they are expected to advocate.

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Step 10: Review and Rehearse

Before your presentation, it’s essential to review your agenda and materials. Take the time to rehearse your speech if you’re the main speaker. Also, think about potential questions or challenges that may arise and brainstorm your responses to be well-prepared.

Questions to ask as the leader of the meeting

1. What is the objective of this meeting? – So that everyone is clear about the purpose and can align their focus accordingly.

2. Who needs to be present for this meeting? – To ensure the right stakeholders are involved and can contribute effectively.

3. What specific topics or issues need to be discussed? – To set the agenda and keep the meeting focused on the necessary discussions.

4. Are there any updates or progress reports to share? – To provide transparency and keep everyone informed of ongoing projects or initiatives.

5. What are the challenges or obstacles we are currently facing? – To identify roadblocks and discuss potential solutions as a team.

6. How can we leverage each other’s expertise to overcome these challenges? – To encourage collaboration and leverage the strengths of team members.

7. Are there any decisions that need to be made? – To ensure timely decision-making on important matters.

8. Have we considered any potential risks or implications associated with our decisions or actions? – To prompt critical thinking and minimize unforeseen consequences.

9. Does anyone need support or resources to fulfill their responsibilities? – To address any gaps and provide necessary assistance to team members.

10. Do we need to assign any action items or responsibilities? – To ensure accountability and track progress after the meeting.

11. How will we measure the success of our efforts? – To establish clear metrics or benchmarks to evaluate the outcomes of the meeting.

12. Do we need to schedule any follow-up meetings or communication? – To maintain momentum and ensure ongoing progress beyond the initial meeting.

These questions help a leader set the agenda, maintain focus, foster collaboration, make informed decisions, address challenges, and ensure accountability within the team.

To prepare a prep-meeting agenda as a leader, start by outlining the objectives of the meeting. Identify the topics that need to be discussed and prioritize them. Assign time limits to each agenda item to maintain focus. Include any necessary background information and delegate tasks beforehand.

How To Prepare For A Prep Meeting
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During a prep-meeting, it is essential to discuss the agenda and goals of the upcoming project, assign roles and responsibilities to team members, set timelines and deadlines, brainstorm ideas, address any challenges or concerns, and establish effective communication channels. Additionally, the meeting should involve reviewing previous milestones and outcomes to ensure progress and to make any necessary adjustments moving forward.

See Our Prep Meeting Template
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Software tools to facilitate a prep meeting

Software helps leaders run prep-meetings smoothly by providing tools for agenda creation, task assignment, and document sharing. It streamlines communication, allowing participants to collaborate in real-time and access meeting materials from anywhere. With features like automated reminders and progress tracking, software ensures that everyone stays focused, deadlines are met, and objectives are achieved efficiently.

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In conclusion, running a successful prep meeting requires careful planning, effective communication, and a focus on achieving the desired outcomes. By following the steps outlined in this post, you can ensure that your prep meetings are productive, inclusive, and impactful. Remember to set clear objectives, create an agenda, assign responsibilities, encourage participation, and follow up on action items. These key strategies will not only streamline the meeting process but also foster a positive and collaborative work environment. So, go ahead and implement these practices to enhance the efficiency and effectiveness of your prep meetings.

Jannik Lindner

I'm Jannik and I write on MeetingFever about the experiences from my career as a founder and team lead.

If you have any questions, please contact me via LinkedIn.

Popular Questions

What is the purpose of a prep meeting?

The purpose of a prep meeting is to plan and prepare for an upcoming main meeting. It is used to discuss the agenda, assign roles, delegate tasks, identify key issues, and ensure that everything runs smoothly and effectively in the actual meeting.

Who should attend a prep meeting?

Generally, the meeting leader, key participants, and any staff involved in coordinating or running the meeting should attend a prep meeting. These can include project managers, supervisors, or any team member who has significant responsibilities in the upcoming meeting.

What are the key components of a prep meeting?

Typically, a prep meeting should include the formulation of the meeting’s agenda, assigning roles for the meeting day, discussing possible obstacles and how to align the meeting with the objectives of the project. It’s also the place to finalize logistics like date, time, and technology needs for the main meeting.

How can I ensure the effectiveness of a prep meeting?

To make sure your prep meeting is effective, it is crucial to have a clear goal for the meeting, keep it concise, and ensure that everyone knows their responsibilities for the main meeting. It’s also necessary to encourage open communication, listening to all ideas and feedback.

When should we conduct a prep meeting?

Ideally, a prep meeting should be conducted a few days to a week prior to the main meeting. This allows enough time to implement changes, review materials, or tackle any issues that arose during the prep meeting before the actual meeting happens.

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