Lunch Meeting Checklist

A lunch meeting runs smoothly when guest numbers, dietary requirements and room setup are settled before food preparation begins. This checklist takes you from confirming the date and venue to setting the buffet and tables on the day. Plan the menu and quantities only after registrations are confirmed, then separate shopping into items that can be stored early and fresh food that needs cooling. Leave time for name badges, seating and a final equipment check.

The plan, step by step

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

Preparations

  • Confirm date and location

    2 people

  • Draft invitations

  • Send invitations

    2 people

  • Process registrations

  • Collect dietary requirements

  • Confirm registrations

  • Confirm venue booking

  • Determine menu and quantities

    2 people

  • Check the shopping list

    2 people

  • Check tableware and equipment

    2 people

  • Create the program and table seating plan

  • Prepare name badges

    2 people

  • Do the shopping

    3 people

  • Sort non-perishable groceries

    2 people

  • Keep fresh produce cool

    2 people

  • Prepare soup

    2 people

  • Prepare salads

    2 people

  • Prepare bread and toppings

    2 people

  • Portion the dessert

    2 people

  • Chill drinks

    2 people

  • Open and inspect the venue

    2 people

  • Set up tables

    3 people

  • Set up chairs

    3 people

  • Set the tables

    4 people

  • Set up the buffet

    3 people

  • Hang decorations

    2 people

  • Set out coffee and tea

    2 people

Event

  • Participant check-in

    3 people

  • Explain the program and practical information

  • Serve soup and bread

    4 people

  • Refill drinks

    2 people

  • Restock the buffet

    3 people

  • Serve coffee and tea

    2 people

  • Serve dessert

    3 people

  • Guide participants as they leave

    2 people

Aftercare

  • Pack leftovers safely

    2 people

  • Collect and sort waste

    2 people

  • Wash dishes

    3 people

  • Clear tables and chairs

    3 people

  • Clean the venue

    3 people

  • Check and store the materials

    2 people

  • Return borrowed items

    2 people

  • Distribute leftover food

    2 people

What to bring

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

Furniture

  • Tablesqty 6
  • Chairsqty 48
  • Buffet tablesqty 2
  • Serving trolley

Tableware

  • Dinner platesqty 50
  • Soup bowlsqty 50
  • Dessert platesqty 50
  • Coffee cupsqty 50
  • Drinking glassesqty 60
  • Coffee spoonsqty 50
  • Knivesqty 50
  • Forksqty 50
  • Soup spoonsqty 50
  • Serving spoonsqty 8
  • Serving plattersqty 8
  • Serving trays with lidsqty 4

Kitchen

  • Thermos flasksqty 6
  • Soup kettlesqty 2
  • Cutting boardsqty 4
  • Bread knivesqty 3
  • Kitchen knivesqty 4
  • Measuring cupsqty 2
  • Coolersqty 3
  • Ice cube traysqty 4

Equipment

  • Coffee machinesqty 2
  • Kettlesqty 2
  • Extension cordsqty 3

Decorations

  • Tableclothsqty 8
  • Napkin holdersqty 6
  • Name badgesqty 50
  • Flower arrangementsqty 6

Lighting

  • Table lampsqty 6

Cleaning

  • Waste binsqty 4
  • Bucketsqty 2
  • Mopsqty 2
  • Cleaning glovesqty 4

Catering

  • Groceries

Tips

  • Close registration before calculating portions. Use the confirmed guest count, dietary requirements and a small buffer to decide how much soup, salad, bread, dessert and drinks to prepare.
  • Do the equipment check before shopping. Count tables, chairs, plates, bowls, cutlery, glasses and serving utensils, then check that coffee machines, kettles, thermos flasks and soup kettles can be used at the venue.
  • Prepare the room in a fixed order on the day: open and inspect the venue, arrange tables and chairs, set each place, then build the buffet. This prevents food from sitting out while furniture is still being moved.
  • Keep food preparation and storage separate. Sort non-perishable groceries early, chill drinks and fresh produce, and prepare soup, salads, bread and dessert close enough to serving time to preserve quality.
  • Allow at least 30 minutes before guests arrive for name badges, the seating plan, buffet labels, coffee setup and cable checks. Extension cords should be positioned before tables are fully set so they do not become a trip hazard.

Frequently asked questions

How far in advance should I organise a lunch meeting?
Confirm the date, location and venue booking at least 3 to 4 weeks ahead. Send invitations early enough to close registrations and collect dietary requirements before you calculate quantities and finalise the menu.
How much food should I prepare for a lunch meeting?
Base portions on the confirmed registration list, not the invitation count, and add a small buffer for unexpected guests. Finalise quantities after registrations close, ideally 5 to 7 days before the meeting so shopping and preparation can be scheduled.
When should I set up a lunch meeting venue?
Open the venue at least 60 to 90 minutes before guests arrive. Set up tables and chairs first, then place tableware, arrange the buffet, chill drinks and finish coffee and name-badge preparation.
What do people usually forget for a lunch meeting?
Common omissions are soup spoons, serving utensils, coffee spoons, enough glasses, thermos flasks and extension cords. Check these 1 to 2 days beforehand, along with dietary information, the seating plan and a way to keep fresh food cool.

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