Pre-Meeting

Preparation includes

1. Start Notes document in Google Drive
   1. If notes document already exists then review any previous notes
2. Copy template to Business Development with Person's Name

Prepare agenda

1. Establish the intended goal of the meeting
2. Identify where the person is in the comprehension pyramid.

It is not expected that one enters the notes during the meeting, though some may want to, especially during virtual meetings.

1. If taking handwritten notes or listening actively during a meeting, then fill in the notes immediately after each meeting; this is an effort to prevent missing any details or forgetting them as time passes.

Make sure to confirm the date/time and location

 

Resources

Meeting Notes Template