Meeting Plan Checklist

This Meeting Plan Checklist can be used by care providers to organize effective meetings with staff and relatives for agenda, engagement and follow-ups.

Meeting Plan Checklist



Staff Meeting

1. Date of last meeting:


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2. Topics covered:


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3. Has the meeting been minuted?


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4. Has an action plan been produced?


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5. Have actions been followed up?


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Relative's Meeting

1. Date of last meeting:


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2. Topics covered:


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3. Has the meeting been minuted?


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4. Has an action plan been produced?


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5. Have actions been followed up?


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Service User Meeting

1. Date of last meeting:


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2. Topics covered:


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3. Has the meeting been minuted?


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4. Has an action plan been produced?


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5. Have actions been followed up?


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Relative's Feedback

1. Date of last meeting:


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2. Summary of meeting:


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3. Has the feedback been analysed?


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4. Has an action plan been produced?


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5. Have actions been followed up?


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Checklist by GoAudits.com – Please note that this checklist is intended as an example. We do not guarantee compliance with the laws applicable to your territory or industry. You should seek professional advice to determine how this checklist should be adapted to your workplace or jurisdiction.

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