AGM Readiness Check

A quick checklist to see if key AGM planning steps are in place.

How to use

Answer a few questions about your upcoming meeting. The tool highlights missing items and suggested next steps.

Notes

Use alongside your corporation’s governing documents and professional advisors as needed.

AGM readiness

Meeting date confirmed Notice package drafted Quorum requirement confirmed Proxy process planned Election process planned (if applicable) Virtual or electronic voting tested (if applicable)

Check items above to see your readiness summary.

Related guides

Ontario Condo AGM Guide

Related templates

AGM Checklist