Integration meeting checklist

An integration meeting needs more than a confirmed venue and a full calendar. You also need a clear registration process, dietary information, a workable programme and equipment that is tested before guests arrive. This checklist takes you from venue booking to the final room setup, including the small jobs that are often left too late. Use it to coordinate speakers, volunteers, catering and attendee information without losing track of timing.

The plan, step by step

Every task with its own sub-checklist, in the order you'll actually need them.

Preparations

  • Reserve venue

  • Draft invitations

    2 people

  • Send invitations

    2 people

  • Process registrations

    2 people

  • Confirm registrations

    2 people

  • Collect dietary requirements

    2 people

  • Compile program

    2 people

  • Confirm speakers

  • Select activities

    2 people

  • Order catering

    2 people

  • Reserve equipment

  • Assign volunteers

    2 people

  • Create floor plan

  • Design welcome sign

  • Prepare name badges

    2 people

  • Print programs

    2 people

  • Send route information

  • Create the attendance list

  • Prepare diet labels

    2 people

  • Do the shopping

    3 people

  • Set up non-perishable supplies

    2 people

  • Check fresh produce

    2 people

  • Prepare snacks

    4 people

  • Chill drinks

    2 people

  • Charge equipment

  • Collect materials

    2 people

  • Check the weather forecast

Event

  • Open venue

    2 people

  • Check rooms

    2 people

  • Set up tables

    4 people

  • Set up chairs

    4 people

  • Set up registration desk

    2 people

  • Set up buffet tables

    3 people

  • Set out tableware

    2 people

  • Set out drinks

    2 people

  • Hang decorations

    3 people

  • Connect the sound system

    2 people

  • Test presentation

  • Sort name tags

    2 people

  • Bring food up to temperature

    3 people

  • Brief reception team

    2 people

  • Welcome guests

    4 people

  • Register attendance

    3 people

  • Serve welcome drinks

    3 people

  • Guide the opening

    2 people

  • Facilitate icebreaker activity

    4 people

  • Serve coffee and tea

    3 people

  • Refill drinks

    2 people

  • Lead discussion rounds

    4 people

  • Serve snacks

    3 people

  • Set up the buffet

    2 people

  • Serve the buffet

    5 people

  • Restock the buffet

    3 people

  • Collect used dishes

    3 people

  • Lead the cultural activity

    4 people

  • Serve dessert

    3 people

  • Lead the closing

    2 people

  • See off guests

    3 people

  • Remove waste regularly

    2 people

Aftercare

  • Wash dishes

    3 people

  • Clear buffet

    3 people

  • Switch off equipment

    2 people

  • Put furniture back

    4 people

  • Clean the venue

    4 people

  • Take out the trash

    2 people

  • Pack up materials

    2 people

  • Return borrowed items

    2 people

  • Distribute leftover food

    2 people

  • Check the crockery

    2 people

  • Remove decorations

    2 people

  • Return venue keys

What to bring

Grouped the way you'd shop for it, with quantities.

Furniture

  • Foldable tablesqty 10
  • Chairsqty 70
  • Buffet tablesqty 4
  • Registration desk
  • High tablesqty 6
  • Clothes racksqty 2

Tableware

  • Dinner platesqty 80
  • Dessert platesqty 80
  • Soup bowlsqty 30
  • Drinking glassesqty 100
  • Coffee cupsqty 80
  • Cutlery setsqty 80
  • Serving spoonsqty 12
  • Serving plattersqty 16
  • Serving traysqty 8
  • Mugsqty 40

Kitchen

  • Coffee machinesqty 2
  • Kettlesqty 2
  • Thermos flasksqty 6
  • Coolersqty 4
  • Cutting boardsqty 4
  • Chef’s knives and bread knivesqty 6
  • Kitchen tongsqty 8
  • Measuring cupsqty 2
  • Oven glovesqty 4
  • Food warmersqty 6
  • Ice cube traysqty 4

Equipment

  • Portable speaker
  • Wireless microphone
  • Projector
  • Projection screen
  • Extension cordsqty 4
  • Power stripsqty 4
  • Laptop
  • Presentation remote

Decorations

  • Tableclothsqty 10
  • String lightsqty 6
  • Buntingqty 6
  • Flower arrangementsqty 8
  • Welcome sign
  • Table signsqty 12
  • Name badgesqty 70
  • Pensqty 30
  • Tapeqty 4
  • Scissorsqty 4
  • Poster puttyqty 4

Cleaning

  • Waste binsqty 6
  • Washing-up basinsqty 6
  • Spongesqty 8
  • Trash binsqty 4
  • Broomqty 2
  • Dustpan and brushqty 2
  • Mopqty 2
  • Bucketsqty 3

Catering

  • Groceries

Tips

  • Book the venue and reserve essential equipment early, especially tables, chairs, a projector, a portable speaker and a wireless microphone. Confirm the room layout before creating the floor plan so the registration desk and buffet area fit comfortably.
  • Send invitations only after the programme basics are clear, then allow enough time to process and confirm registrations. Collect dietary requirements with the registration and prepare matching diet labels before catering arrives.
  • Complete the attendance list shortly before the meeting, rather than relying on an old registration export. Print name badges and programmes after the final confirmations so late changes do not leave people with incorrect information.
  • Plan the welcome area around the registration desk, name badges and route information. Set up tables, chairs and clothes racks before adding food or presentation equipment, leaving clear space for arrivals and movement between activities.
  • Leave fresh food, chilled drinks and technical checks until the final preparation window. Charge equipment, test the microphone and projector, chill drinks and check fresh produce on the day so problems are found before guests arrive.

Frequently asked questions

How far in advance should I plan an integration meeting?
Start venue, speaker and equipment planning at least 6 to 8 weeks before the meeting. Send invitations once the programme and registration details are ready, then keep the final week for confirmations, dietary labels and printing.
When should I send invitations for an integration meeting?
Send invitations around 4 to 6 weeks before the event if attendees need to register. Set a registration deadline about 10 to 14 days before the meeting so you have time to confirm attendance, collect dietary requirements and order catering.
How many chairs and tables do I need for an integration meeting?
Plan one chair per confirmed attendee, plus 5 to 10% spare capacity. Size the foldable tables, buffet tables, registration desk and high tables from the final attendance list and the planned room layout rather than estimating from the venue’s standard setup.
When should I prepare catering and drinks?
Order catering after the registration deadline, usually 10 to 14 days before the meeting, using the confirmed attendance and dietary information. On the day, prepare snacks, chill drinks and check fresh produce during the final few hours before guests arrive.

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