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MEETING PREPARATION CHECKLIST

An organizational worksheet, not a legal form or legal advice.

Before the meeting:
[ ] Identify whether this is a board, committee, or membership meeting.
[ ] Read the notice, agenda, and applicable participation procedures.
[ ] Identify the current document or rule relevant to your question.
[ ] Collect the relevant documents without including others' private data.
[ ] Write one focused question and the specific outcome you are requesting.

Meeting date and type:
Agenda item:
Document and section:
My question:
Requested outcome:

After the meeting:
[ ] Record the date, decision, and any promised follow-up.
[ ] Distinguish what was decided from what was merely discussed.
[ ] Request relevant existing records through the applicable process.
[ ] Keep written communications and proof of delivery together.
[ ] Check deadlines independently; this worksheet does not pause them.

Do not assume every meeting has the same notice, voting, or speaking rules.
For a specific dispute or consequential deadline, obtain qualified advice.
Sources and educational guides: https://www.efdahohaye.com/resources/