Humans love to gather. It is community. We also like to tell people stories - even if it's not always the best way to get across fact based information. There is something about sharing information in person that helps us feel better about the process. Not formalizing your meeting processes as you grow may lead to a huge waste of time and loss for your business. Use this general run sheet for successful meeting preparation to keep your meetings effective.
How often should this be used?
Like meetings - as infrequently as possible!