Small Business Meeting or Executive Team-Building Checklist

Here is a list of some of the things you might consider for your small business meeting or executive retreat. Download the Business Meeting Checklist.

Meeting Objectives:


Length & Dates (Number of days, dates):


Type of Content (Team-building, Workshops, Planning Sessions):


Equipment Requirements (Lumi, Video Recording, White Boards,…):


Catering Requirements (Beverages, Snacks, Meals,…):


Transportation (How will attendees get to and from the Inn? How will attendees get to other event sites and evening activities?)


Number of Attendees:


Special Requirements (ADA room, restricted diets…):