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Questionnaire template

Meeting Expectations

Pre-meeting survey asking invitees about the meeting's purpose, desired outcomes, topics, format, preparation and ground rules.

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Event · Meeting planning. All Event templates

Questions in this template

About the Meeting

  1. You have been invited to an upcoming meeting. Please tell us what you expect from it, so the organiser can shape the agenda and format around what participants need.

  2. What kind of meeting is this?

    Choose one:

    • Team meeting
    • Project meeting
    • Planning or strategy session
    • Client or partner meeting
    • Training session
    • Other

  3. Please describe the kind of meeting.

    Condition: Shown when 'Other' was selected

    Open answer

  4. What role do you expect to play in the meeting?

    Choose one:

    • Organiser or chair
    • Presenter
    • Active contributor
    • Listener or observer
    • Not sure yet

Goals and Outcomes

  1. In your view, what should be the main purpose of this meeting?

    Choose one:

    • Make decisions
    • Share updates
    • Solve a specific problem
    • Generate ideas
    • Review progress
    • Build working relationships

  2. What result would make this meeting worth your time?

    Open answer

  3. Which topics would you like to see on the agenda?

    Open answer

  4. Do you have an item you would like to present or raise yourself?

    Choose one:

    • Yes
    • No

Format and Preparation

  1. How would you prefer to attend?

    Choose one:

    • In person
    • Video call
    • Hybrid
    • No preference

  2. How long do you think the meeting should be?

    Choose one:

    • 30 minutes or less
    • 31-60 minutes
    • 61-90 minutes
    • More than 90 minutes

  3. What would you like to receive before the meeting?

    Choose any that apply:

    • Agenda
    • Background documents
    • Notes from the last meeting
    • Data or reports
    • Nothing needed

How the Meeting Should Run

  1. How important is each of these practices to you?

    • Starting and finishing on time
    • Everyone having a chance to speak
    • Decisions being written down
    • Each action having an owner and a deadline

    For each row: choose one:

    • Not at all important
    • Slightly important
    • Moderately important
    • Very important
    • Extremely important

  2. Do you have any concerns about this meeting?

    Choose one:

    • Yes
    • No

  3. What are your concerns?

    Condition: Shown when concerns were reported

    Open answer