Preparing for a Business Meeting
Step 1 Develop a meeting agenda.
A project leader has made notes about covering the following items at the quarterly budget meeting. Use a word processor to develop an agenda by putting these items into a logical order and rewriting the items, where necessary, to give phrases a more consistent sound:
- Budget Committee Meeting to be held on December 12, 2008, at 9:30 a.m.
- I will call the meeting to order.
- Real estate director's report: A closer look at cost overruns on Greentree site.
- The group will review and approve the minutes from last quarter's meeting.
- I will ask the finance director to report on actual versus projected quarterly revenues and expenses.
- I will distribute copies of the overall divisional budget and announce the date of the next budget meeting.
- Discussion: How can we do a better job of anticipating and preventing cost overruns?
- Meeting will take place in Conference Room 3, with WebEx active for remote employees.
- What additional budget issues must be considered during this quarter?
Step 2 Summarize how the agenda and other tools can ensure that a meeting is successful.
Continuing in the same document you created in Step 1, write a paragraph summarizing how the agenda and other tools can help ensure that your meeting is a success.