Compact Meeting v1.0 - Letter

Letter-size conversion of the Compact Meeting v1.0 template

Paper size: 
Letter
Thumbnail: 
Usage advice: 

Scenario 1: You're the one who called the meeting

BEFORE the meeting
- write the meeting details, i.e., title or objective, project, venue, date and start time
- write the attendees that you've invited to attend the meeting
- write the agenda you wish to discuss and the estimated duration of each; don't put a checkmark in the 'Discussed' checkbox yet
- write down potential action items and the priority; write also the name of the person to which you're assigning the task
- write also action items that were brought up during the previous meeting for follow-up
- prepare your visual aids, e.g., illustrations, diagrams, charts, etc.
- you may optionally distribute copies to the attendees not only to help them track the meeting but to provide a paper with which they could also write their notes on

BEGINNING and DURING the meeting
- note down the actual time the meeting started
- mark each agenda as they are discussed
- follow-up on the tasks discussed in the previous meetings noting the progress in the '%Complete' column; note the commitment date in the 'Due Date' column;
- write down additional tasks and agendas that might come up during the meeting
- draw illustrations in the 'Illustrations' page

AFTER the meeting
- note the time when the meeting ended
- write down names of attendees that were not originally written in the 'Attendees' section
- Optionally, you may do a recap of all the action items
- write down all the tasks assigned to you on your organizer/planner
- write the minutes as soon as possible

Scenario 2: You're to attend the meeting

BEFORE the meeting
- write the meeting details, i.e., title or objective, project, venue, date and start time

2.2. DURING the meeting
- write down notes leaving no mark on the 'Agenda' and 'Action' regions
- note each task that are assigned to you by writing the task; write a priority value in the 'Priority' column, write 'Me' or your name in the 'Assign To' column and the 'Due Date'

2.3. AFTER the meeting
- optionally you may take note of the time when the meeting ended
- write down all the tasks assigned to you on your organizer/planner

License: 
Creative Commons
Language: 
English
Applications required: 
PDF Reader (Adobe Reader, Mac OS X Preview)
AttachmentSize
Compact Meeting - letter size.pdf48.24 KB
Syndicate content

Comment viewing options

Select your preferred way to display the comments and click "Save settings" to activate your changes.

LOVE this - want to tweak it

I love this compact layout for a meeting planner. I would like to tweak it a tiny bit to add a notes & "parking lot" section. Any possibility you could share an editable template?

Try Inkscape

It can open PDF files for editing.

http://diyplanner.com/node/7310

-----------------------------------
"I think the surest sign that there is intelligent life out there in the universe is that none of it has tried to contact us." (Calvin and Hobbes/Bill Waterson)