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Type in the meeting title
Begin by typing in the title of your meeting, e.g. 'Marketing planning meeting' or 'Project X review meeting'
Preparations
The success of any meeting is proportional to the amount of time spent in preparation, by all participants.
Who is responsible for 'meeting food snacks, room and comp hardware'?
Enter the person responsible for this action.
Who is responsible for 'brief staff inro email to tom'?
Enter the person responsible for this action.
Who is responsible for 'order tom's cards (get proper title)'?
Enter the person responsible for this action.
Who is responsible for 'katy's intro'?
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Who is responsible for 'matts intro'?
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Who is responsible for 'communicate agenda to team'?
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Who is responsible for 'gather needed printed materials'?
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Who is responsible for 'run plan across AV'?
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Who is responsible for 'get dress code to tom'?
Enter the person responsible for this action.
Who is responsible for 'create training checklist for TC and MT for Woodland Park'?
Enter the person responsible for this action.
Who is responsible for 'cover all of tom's travel and lodging arrangements for Aug 1-5, Sept 5-9'?
Enter the person responsible for this action.
Who is responsible for 'complete tom's on-boarding paper work'?
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Who is responsible for 'Get tom his necessary equipment'?
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Who is responsible for 'gather list of resources sent as attachments to Matt'?
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Add a preparation action
Add an action for the meeting preparations. Think about:
Who is responsible for 'Get tom on drop box'?
Enter the person responsible for this action.
Meeting attendees
Who needs to be at this meeting? Everyone should be there for a purpose, and have a role to fill.
Add the role for matt
What role will matt have in the meeting? Think about:
Add the role for Tom
What role will Tom have in the meeting? Think about:
Add an attendee
Add an attendee and press Enter.
Add the role for Katy
What role will Katy have in the meeting? Think about:
Enter the meeting location
Enter the meeting location. Ensure that all participants know where it is, and have enough information and time to get there.
Enter the start and end times
If attendees are travelling, make sure you allow enough time for all the business of the meeting, and keep to the start and end times.
If you have already drafted the agenda, you should have an idea of how much time is necessary, plus some time for getting started and bringing it to a close.
Enter the meeting date
Enter the meeting date, making sure there is enough time for adequate preparation of materials and participants.
Follow-up actions
What follow-up actions will be needed after the meeting?
Add a follow-up action
Add an action to follow up after the meeting. Think about:
Who is responsible for 'Action'?
Enter the person responsible for this action.
Meeting agenda
When developing a meeting agenda, think about:
Enter the time allowed
How much time should be allowed for 'Schedule next steps regarding each key topic and put on everyone's schedules'?
Enter the time allowed
How much time should be allowed for 'Ensure that all team members have access to their required tools and resources. Identify tools and resources that may not yet exist or be available in the US.'?
Enter the time allowed
How much time should be allowed for 'discuss new organizational structures that are on the table and also brainstorm alternatives'?
Add an agenda item
Add an agenda item, thinking about what preparation will be needed, and who is best placed to prepare it, present it or lead the discussion. Think about:
Enter the time allowed
How much time should be allowed for 'Outline some company standards: customer service, communication (inter-/intradepartmental, US to AU), outbound (particularly in terms of support)'?
What are the meeting objectives?
Having clear objectives for a meeting is essential. The biggest reason for the widespread unpopularity of meetings is their lack of purpose.
At the end of the meeting, what should the participants be able to do?
Add an objective
Add an objective for the meeting. Typical objectives of business meetings include:
Try to be very specific with your objectives, so that everyone knows whether they have been achieved at the end of the meeting.
