Business meetings happen daily and involve people in various time zones across the globe…

meeting planning

CJ brings people and places together for a purpose when planning a meeting— always with a common objective, goal or an important decision to be made. The “devil is in the details” and the role of the meeting planner is to work with a given timeline and sometimes complex set of logistics to schedule meetings well in advance to ensure the executive meets primary business objectives.

Looking at a typical executive calendar, appointments and meetings are scheduled back-to-back, 8 hours a day – for weeks and sometimes months ahead.  It’s important to get the logistics right the first time. Making a change to this type of calendar is costly and you can just imagine how many issues making changes may cause.

A Sample of Meeting Planning Logistics


Select the meeting day, time, location and duration

Begin making travel arrangements if required

Set the Agenda

Verify required attendee’s availability in advance

Schedule meeting on the executive calendar

Schedule the meeting room, zoom session or web-ex
Send meeting invitation to the attendees
Collect the deliverables prior to the meeting

Create the name tags
Registration, and collect fees


Attend, take notes and publish with recorded action items



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