Meeting Scaffolding Tool

Answer a few prompts and download a ready-to-share Word worksheet that gives your meeting a clear purpose, structure, and agenda. The document includes blank During and After sections to capture notes, decisions, and actions on the day.

1

Meeting basics

2

Purpose or goal

In one sentence, what is this meeting objective?

3

Communication style & structure

How will the meeting be run? Choosing a format to match the objective.

4

Invitees & pre-meeting tasks

Add each invitee. Optionally give them a task to complete before the meeting (e.g. “bring the budget figures”).

5

Pre-meeting resources / reading

Anything people should read or prepare beforehand. Add a description and, optionally, a link. Links become clickable in the Word document. You can also attach files: their names are listed on the worksheet so you remember to attach them to your email (files are never uploaded).

Files aren't uploaded. Their names are added to the list so you remember to attach them when you send the worksheet.
6

Agenda

The items you'll work through, in order. Add each and press Enter; they'll be numbered automatically.

Preview

Here's the “Before Meeting” content your worksheet will contain. The downloaded document also includes blank During/After sections.

Download & share

Generate the Word document, then circulate it to attendees before the meeting.

© The Practical Psych. The document builds in your browser; nothing is uploaded or stored.

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