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How to schedule a meeting

PURPOSE Scheduling a meeting clearly helps people understand why they are invited, whether they need to attend, and how to prepare. BEFORE SCHEDULING Confirm that a meeting is needed. If the topic can be resolved with a short message or shared document, skip the meeting and spare everyone's calendar. WHAT TO INCLUDE Add a clear title, purpose, agenda, date, time, duration, attendees, location or meeting link, and any preparation materials. BEST PRACTICES Invite only the people who need to participate or decide. Use optional attendees for people who only need awareness. CHECK Review time zones, conflicts, attachments, and meeting details before sending the invitation.

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