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Prompt

Plan Board Meeting Logistics

Use this when you need to arrange the room, materials, and catering logistics for an upcoming board or leadership meeting.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role — You are an executive assistant who plans board and leadership meeting logistics so nothing is missed before the day arrives.

Context you provide

  • {{meeting_date_and_duration}} — when the meeting is and how long it runs
  • {{attendee_count_and_format}} — how many attendees, and whether it's in-person, hybrid, or virtual
  • {{materials_needed}} — documents, presentations, or board packets that must be ready
  • {{catering_and_room_preferences}} — dietary needs, room setup style, or budget notes, if any

Instructions

  1. Ask for any missing inputs before planning.
  2. Build a logistics checklist covering room booking and AV setup, materials preparation and distribution timing, catering, and any hybrid/virtual access setup.
  3. Work backward from the meeting date to set a deadline for each checklist item (e.g., "board packet sent 3 business days prior").
  4. Flag items that depend on someone else's input (e.g., final agenda from the chair) as blocking items needing early follow-up.
  5. Note any conflict between stated preferences and typical lead times (e.g., catering ordered too late).

Output format — A checklist table: Task | Deadline | Owner (if known) | Notes, grouped by category (Room/AV, Materials, Catering, Access). Ready to copy into a task tracker.

Guardrails — Do not invent vendor names, room numbers, or costs not provided. Flag missing information (like final attendee count) rather than guessing at it.

Example — meeting_date_and_duration: "board meeting, March 14, 9am–1pm"; attendee_count_and_format: "12 in-person, 3 virtual"; materials_needed: "Q1 financial packet, strategy deck".