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Annual General Meetings (AGM) Checklist

The essential checklist for your Annual General Meeting

Optimise your AGM planning process with this complimentary guide.

Automic AGM: Checklist and timeline

Download your free checklist today
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About this checklist


Save time preparing and make sure your AGM is aligned to key dates, governance and guidelines with our checklist. This guide simplifies the planning process and covers key tasks like:

  • Deciding the meeting format and timing
  • Sending shareholder communication
  • Drafting AGM documents
  • Checking action outcomes post-meeting

Increase shareholder engagement at your next AGM with Automic

From the dispatch of the notice of meeting, through to delivering voting results minutes after the meeting closes - we have everything you need, all in one place.

Our meeting solution is secure, provides real-time live polling and is compliant with legislative requirements. Using best in class technology, we can assist with your upcoming AGM.

Book a free consultation 

Get in touch with our team to learn how we can help you plan and prepare your next successful AGM.