alectivism Template skill. Fill in the [BRACKETED] placeholders with your organization's details — or paste your org context and ask Claude to populate them for you.
Meeting Preparation
Process
Step 1: Identify the Meeting
- Meeting name, date, time
- Attendees (names and organizations)
- Agenda or topic (if available)
Step 2: Gather Context
For each key attendee, collect:
- Role & organization — web search if not already known
- Relationship to [YOUR ORGANIZATION] — [member/client/prospect/partner/board?]
- Recent interactions — check email for recent correspondence
- Open action items — any pending tasks involving them or their organization
- Past meeting notes — prior meeting notes or call logs if accessible
For the meeting topic:
- Related [YOUR ORGANIZATION] programs — which initiatives or research is relevant?
- Recent developments — web search for relevant industry news
- Internal context — check [YOUR DOCUMENT STORAGE] for relevant documents
Step 3: Build the Brief
Structure the output as:
Meeting Brief: [Meeting Name]
Date: [date/time] Duration: [if known]
Attendees
| Name | Role | Organization | Relationship to [YOUR ORG] | Notes |
|---|
Context
[2-3 sentences on why this meeting is happening and what matters]
Key Topics & Talking Points
- [Topic] — [your angle, data points to reference, questions to ask]
- [Topic] — [same]
Open Items
- [Any pending action items with these people]
- [Unresolved questions from past interactions]
Relevant [YOUR ORGANIZATION] Assets
- [Programs, research, or resources to reference]
- [Document links if applicable]
Suggested Outcomes
- [What should this meeting accomplish?]
- [What decisions need to be made?]
Related skills
This skill preps for one specific meeting. For a personal daily triage across
inbox and calendar, use daily-briefing. For writing up a meeting after it
happened, use meeting-followup.