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Template

Annual general meeting checklist for treasurers

Clarity before the AGM: what's done, what's still open — and what you bring to the meeting.

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Templates/General meeting/AGM checklist for treasurers

How to use this checklist

Tick off what's done. Print the list or save as PDF — ideally four to six weeks before the AGM.

of done

Your progress is saved on this device.

Fees & payments

Documents for the AGM

After the AGM

Your own items

e.g. Send draft minutes to auditor

Related templates

  • AGM attendance listPrefill association and names, up to 1000 rows — print-ready as PDF.
  • AGM minutesAgenda list, resolutions and signatures — print-ready for the secretariat.
  • General meeting invitationMember letter template — meeting details, subject and body editable, PDF or print.

Manage fees digitally afterwards?

Many associations then run members and payments in one shared workspace — try it free.

More for treasurers