Free template
Delegation planning checklist
The playbook as a sheet: who to meet and why, the one-page brief, the ask in every meeting, and the follow-ups that decide whether the mission happened.
- Price
- Free
- Format
- On this page, 4 sheets, always the current version
- Built by
- WeOpen.ca, from the sheets the pipeline runs on
- Next step
- Register for Toronto 2027
Who gets the most from it
- Delegation organisers
- Chambers and trade bodies
- Companies joining a mission
- Summit participants
4 sheets, one template
- Timeline: week minus 6 to day plus 14, each row dated from your mission date
- Meetings: ten rows with the one sentence, the ask and the next step
- Brief: the one-page company brief fields
- Report: next steps counted, not meetings
Open the delegation planning checklist
Tell us who you are and the full template opens on this page, straight away and every time you come back. Free. We also send the new tools as they come out.
- Timeline: week minus 6 to day plus 14, each row dated from your mission date
- Meetings: ten rows with the one sentence, the ask and the next step
- Brief: the one-page company brief fields
- Report: next steps counted, not meetings
The template, on the page
View it here, fill it in your own sheet. The template stays on this page so it is always the current version.
Leave your email to open the full template
Free. The view opens straight away and stays open on this device.
Open the templateDelegation planning checklist
Dates assume the mission falls on the Monday shown as Mission day; re-date the rows for your own date.
Pale blue cells are yours to fill in. WeOpen.ca, an independent initiative, not a government agency. Free to use for your own business.
| Date | When | Task | Owner | Status |
|---|---|---|---|---|
| 05 Oct 2026 | Day -42 | Counterpart list: twenty names qualified (authority, activity, fit, route) | Not started | |
| 05 Oct 2026 | Day -42 | One sentence per meeting: why we are in this room | Not started | |
| 12 Oct 2026 | Day -35 | Meetings requested through a known introducer | Not started | |
| 19 Oct 2026 | Day -28 | One-page company brief, Arabic and English, final | Not started | |
| 02 Nov 2026 | Day -14 | Briefs sent to confirmed meetings | Not started | |
| 09 Nov 2026 | Day -7 | Ten meetings confirmed with times and rooms | Not started | |
| 09 Nov 2026 | Day -7 | The ask written for each meeting: dated next step and owner | Not started | |
| 16 Nov 2026 | Mission day | Mission day: ask before photographs; record the next step | Not started | |
| 17 Nov 2026 | Day +1 | Thank you and the agreed step, in writing, from the person who will do it | Not started | |
| 23 Nov 2026 | Day +7 | Material promised sent | Not started | |
| 30 Nov 2026 | Day +14 | First call on each next step | Not started | |
| 30 Nov 2026 | Day +14 | Mission report: next steps counted, not meetings | Not started |
Ten meetings
One sentence, one ask, one next step each.
Pale blue cells are yours to fill in. WeOpen.ca, an independent initiative, not a government agency. Free to use for your own business.
| # | Counterpart | Person and role | Why this room (one sentence) | The ask | Next step agreed | Owner (them) | Owner (us) | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ||||||||
| 2 | ||||||||
| 3 | ||||||||
| 4 | ||||||||
| 5 | ||||||||
| 6 | ||||||||
| 7 | ||||||||
| 8 | ||||||||
| 9 | ||||||||
| 10 |
The one-page company brief
Both languages. Sent two weeks before, never handed over in the room.
Pale blue cells are yours to fill in. WeOpen.ca, an independent initiative, not a government agency. Free to use for your own business.
| Field | English | Arabic |
|---|---|---|
| Who we are (one line) | ||
| What we make or invest in | ||
| What we want in this market | ||
| Proof (three facts with sources) | ||
| The ask | ||
| Who to contact, Gulf hours |
Mission report
Count next steps and what happened to them.
Pale blue cells are yours to fill in. WeOpen.ca, an independent initiative, not a government agency. Free to use for your own business.
| Measure | Number | Notes |
|---|---|---|
| Meetings held | ||
| Dated next steps agreed | ||
| Next steps actioned by day 14 | ||
| Qualified counterparts into the pipeline | ||
| Clean noes recorded |
Delegation planning checklist: your questions
Is the checklist really free?
Yes. Leave your email and the full template opens on the page straight away, and stays open on this device. No card, no trial.
What do I need to open it?
Nothing to install. The template opens on this page as sheets you can read, and you copy the structure into your own spreadsheet. It is always the current version.
Will you email me afterwards?
You get the file, then a short series of practical emails on the Canada to Gulf corridor. Unsubscribe in one click.
Can you do it with me?
Delegations that register for the pipeline get the counterpart list prepared with Network King and the founder's network.
Join the pipeline
Three questions, then your details. Your mandate is recorded for qualification against the WeOpen trade and investment initiative, and we reply within one working day. Submit only information you are authorised to share.
WeOpen.ca is an independent initiative, not a government agency. Nothing in chat is advice; qualified advisers confirm eligibility.
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