Meeting Brief
Assemble everything the operator needs to run a meeting well — context, goals, and the decisions on the table — on a single page.
When to use
- Before a call with a client, partner, investor, or candidate.
- Whenever a meeting has a decision to make and prep time is short.
Steps
- State the meeting's one goal and who is attending.
- Recap the relevant history: last touch, open items, commitments made.
- Research each attendee and their company for anything current.
- List the decisions to reach and the questions to ask.
- Flag risks or sensitive topics to handle carefully.
Output
A one-page brief: goal, attendees, background, decisions to make, and suggested questions. Save it to the workspace and link it from the conversation.