| 1 | Understand the arrangements and actions required for planning and organising meetings | 1.1 | Explain the role of the person planning and organising a meeting |
| 1.2 | Describe the different types of meetings and their main features |
| 1.3 | Explain how to plan meetings that meet agreed aims and objectives |
| 1.4 | Explain the purpose of agreeing a brief for the meeting |
| 1.5 | Explain how to identify suitable venues for different types of meetings |
| 1.6 | Describe the types of resources needed for different types of meetings |
| 1.7 | . Outline the main points that should be covered by an agenda and meeting papers |
| 1.8 | Explain the purpose of meeting attendees’ needs and special requirements, and providing them with information required for meetings |
| 1.9 | Describe the health, safety and security requirements that need to be considered when organising meetings |
| 1.10 | Explain the purpose and benefits of briefing the chair before a meeting |
| 1.11 | Explain the purpose of welcoming and providing suitable refreshments to attendees, if required |
| 1.12 | Describe the types of information, advice and support that may be need to be provided during a meeting |
| 1.13 | Describe the types of problems that may occur during a meeting and how to solve them |
| 1.14 | Explain what should be included in a record of a meeting, and the purpose of ensuring the record is accurate and approved |
| 1.15 | Explain how to record actions and follow up, if required |
| 1.16 | Explain the purpose of collecting and evaluating participant feedback from the meeting |
| 1.17 | Describe how to agree learning points to improve the organisation of future meetings |
| 2 | Be able to prepare for a meeting | 2.1 | Agree and prepare the meeting brief, checking with others, if required |
| 2.2 | Agree a budget for the meeting, if required |
| 2.3 | Prepare and agree an agenda and meeting papers |
| 2.4 | Organise and confirm venue, equipment and catering requirements, when necessary |
| 2.5 | Invite attendees, confirm attendance and identify any special requirements |
| 2.6 | Arrange catering, if required |
| 2.7 | Arrange the equipment and layout of the room, if required |
| 2.8 | Make sure the chair receives appropriate briefing |
| 3 | Be able to support running a meeting | 3.1 | Welcome attendees and offer suitable refreshments (if required) |
| 3.2 | Make sure attendees have full set of papers |
| 3.3 | Make sure a person has been nominated to take minutes, if required |
| 3.4 | Provide information, advice and support when required |
| 4 | How to follow up a meeting | 4.1 | Produce a record of the meeting |
| 4.2 | Seek approval for the meeting record, amend as required |
| 4.3 | Respond to requests for amendments and arrange recirculation of a revised meeting record |
| 4.4 | Follow up action points, if required |
| 4.5 | Evaluate meeting arrangements, and external services where used |
| 4.6 | Evaluate participant feedback from the meeting and share results with relevant people, where used |
| 4.7 | Summarise learning points and use these to identify improvements that can be made to future meeting arrangements and support |
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