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
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
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
- Ask for any missing inputs before planning.
- Build a logistics checklist covering room booking and AV setup, materials preparation and distribution timing, catering, and any hybrid/virtual access setup.
- Work backward from the meeting date to set a deadline for each checklist item (e.g., "board packet sent 3 business days prior").
- Flag items that depend on someone else's input (e.g., final agenda from the chair) as blocking items needing early follow-up.
- 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".