Happy Meeting Box


Having trouble accomplishing your goals during meetings? In our blog Critical Thinking: Time Is of the Essence (Part 1), Kate points out that more and more, we are wasting time scheduling unnecessary meetings and then holding “meetings after the meeting” to discuss what happened in the meeting and to schedule the next meeting.

This can all be avoided by having a property planned agenda and making sure everyone is prepared. This Happy Meeting Box is a table in a MS Word document that can conveniently be copied and pasted into your meeting invitation.

The table includes usage suggestions to guide you on the information needed to ensure you adequately set meeting expectations so that you and your team are prepared.

Are you using this meeting invitation template for a facilitated session? Be sure to download our Facilitated Session Template Package for a more comprehensive checklist.

meeting invitation template

Happy Meeting Box Template

Download now for free and add to your business analysis template library.

More Template Downloads

BA Proficiency Assessment

Identify your team’s analysis skills gaps.

System Interface

Analyze and communicate system interface and data migration requirements.

Requirements Package

Completely define business and functional project requirements.

Estimating Analysis Time

Track, stakeholders, the time needed and dependencies.

Decision Making

Plan and track your project decisions.

Business Case

Justify your project based on feasibility and a cost/benefit analysis.

RFP Response

Identify your solution requirements and how your vendors stack up against them.

Mentoring Relationship

Take advantage of your talent with a mentoring program.

Facilitated Session

Plan for thorough requirements gathering sessions.

Collaboration Model

Set role expectations and communicate each member’s contribution.

Requirements Validation

Validate test plans, test cases, and defect reporting.

Stakeholder Analysis

Track important information about your stakeholder(s).

Get more help accomplishing your meeting goals:

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