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Effective Meetings

Planning

  • Identify Meeting Goals
  • Create An Agenda
  • Send Invitation

Pre-Meeting Prep

  • Draft Presentation
  • Make Sure TV / Projector Available
  • Ensure Participants Have RSVPd

Before Starting the Meeting

  • Start Video Conference
  • If Recording... (Press Start)
  • Make Sure Everyone Has Materials

Meeting Agenda

  • Review Meeting Agenda and Goals
  • Start With Good News
  • Review Metrics
  • Cover Any Bad News
  • Main Meeting Discussion
  • Capture Action Items
  • Wrap Up / Next Steps

After The Meeting

  • Forward Recording to Attendees
  • Review Action Items
  • Schedule Follow Up Meeting