Checklist for preparing the Annual General Meeting

The ultimate checklist for preparing your Annual General Meeting

Our Interactive checklist for preparing the Annual General Meeting helps you to organize the entire process of planning, holding and following up your AGM in an efficient, structured and legally compliant manner. It covers all relevant steps - from initial planning to sending out the invitation and follow-up. Thanks to its dynamic and flexible structure you can adapt the checklist at any time and add to it continuously, depending on which phase of the GM planning you are in.

What our free GM checklist can do for you

✅ Complete overview - All relevant steps from preparation to follow-up
✅ Legal security - Consideration of legal deadlines, statutory requirements and organizational obligations
✅ Individually customizable - Suitable for Physical, hybrid and virtual general meetings as well as GMs with several venues or abroad
✅ Interactive & dynamic - Work through the checklist bit by bit and keep an eye on progress at all times
✅ Further instructions - Additional legal assistance, practical tips and advice on optimal implementation

✅ Free of charge and without obligation - We provide you with the checklist for planning your GM completely free of charge and without obligation

How to make the most of the checklist

1️⃣ Plan your GM well in advance: Determine the form of the AGM (physical, hybrid or virtual), check the articles of association and ensure that all requirements are met.
2️⃣ Make sure you have an overview: Use the checklist as a common thread to avoid overlooking any deadlines or organizational duties.
3️⃣ Add to and edit them at any time: Your checklist grows with your planning. You can save it, adapt it and take it out again for each new phase of the GM.
4️⃣ Remain legally compliant: Use the legal guidelines in the checklist to ensure that your GM complies with all legal requirements.

Optimize your GM planning with Konsento

If you encounter any challenges or have any questions when organizing your AGM, Konsento offers you a Free, non-binding 20-minute consultation to.

🚀 Our Digital GM tool makes your general meeting even easier:
✔ Legally compliant processes for physical, hybrid and virtual GMs
✔ Guided processes with legal expertise and agenda items
✔ Logins for companies, board members, shareholders, notaries and proxies
✔ Support for GMs in Switzerland or abroad

✔ Automatic monitoring of registrations, automatic vote counting, automatic recording of minutes, and, and, and.