Goal:
Objective: Date:
18/10/2015
Steps Description Tasks Assigned To Status
1 Meeting Location Board Room Deanna Senica complete
2 Accomodation N/A Deanna Senica complete
3 Catering Requirements
1x Mixed plate 20 sandwhiches
including vegetarian
Deanna Senica complete
4 Meeting resource requirements
Overhead projector, Laptop, power
board,photocopy x2 copies handouts
Deanna Senica complete
5 Seating arrangements
One rectangle table with chair person
at one end, table for catering
Deanna Senica In progress
6
Notification & details of meeting to
participants
Inform participents & give details of up
coming meeting 5 days before
Deanna Senica complete
7 Confirmation of attendees and venue
Email attendees two days before
confirming, check & setup room hr
Deanna Senica complete
8 Brief Budget $20 mixed sandwhiches Deanna Senica complete
9 Guest speaker requirements N/A Deanna Senica complete
Meeting Planner More Productive teams
Sales Discussion and Productivity.
2
Sales Productivity agenda
Location: Board Room
Date: 18 October 2015
Time: 10am to 12:30pm 2.5 hrs
Attendees:
Chair Person &
Minute’s:
Deanna Senica, Sam Watson, Melanie White, Peter Smith, Kylie Harper
Deanna Senica
Agenda items
10am— 10:10am Opening, Chair states purpose of meeting
and introduces attendees.
10min Deanna Senica
10:10am — 10:25am Minutes of previous meeting read by
chair.
15min Deanna Senica
10:25am to 10:45am Sales records. 20min Sam Watson
10:45am to 11:05am Sales targets requirements. 20min Deanna Senica
3
11:05am to 11:15am
11:15am to 11:45am
11:45am to 11:55am
11:55am to 12:00pm
12:00pm to 12:10pm
12:10pm to 12:25pm
12:25pm to 12:30pm
Email to minute taker
Current Productivity.
LUNCH
How can we sell more?
Participant’s feedback
Idea Bank(brainstorming)
Minute taker summary
Close
15min Deanna Senica
30min
10min Sam Watson
5min Deanna Senica
10min Sam Watson
15min Deanna Senica
10min Deanna Senica
Meeting guide
 Ensure participants stick to their allocated times
 Any topics that come up not on the agenda is looked at after meeting if time or later date
4
 Ensure all participants have a say and are not left out
 Ensure that any confidential details do not escape the room
Report Guide
 Details of sales productivity
 Details of what was agreed to
 Details of what the company asked of staff
 Details of time and minutes distribution
Referencing
Microsoft word templates online
And organize your work day in no time
k.j McCorry
ISBN:0789733331
and Business Planning Essentials for Dummies
Veechi Curtis
ISBN:9781118641262
And our learner guide

Effective Meeting Planner Designed by Deanna Senica

  • 1.
    Goal: Objective: Date: 18/10/2015 Steps DescriptionTasks Assigned To Status 1 Meeting Location Board Room Deanna Senica complete 2 Accomodation N/A Deanna Senica complete 3 Catering Requirements 1x Mixed plate 20 sandwhiches including vegetarian Deanna Senica complete 4 Meeting resource requirements Overhead projector, Laptop, power board,photocopy x2 copies handouts Deanna Senica complete 5 Seating arrangements One rectangle table with chair person at one end, table for catering Deanna Senica In progress 6 Notification & details of meeting to participants Inform participents & give details of up coming meeting 5 days before Deanna Senica complete 7 Confirmation of attendees and venue Email attendees two days before confirming, check & setup room hr Deanna Senica complete 8 Brief Budget $20 mixed sandwhiches Deanna Senica complete 9 Guest speaker requirements N/A Deanna Senica complete Meeting Planner More Productive teams Sales Discussion and Productivity.
  • 2.
    2 Sales Productivity agenda Location:Board Room Date: 18 October 2015 Time: 10am to 12:30pm 2.5 hrs Attendees: Chair Person & Minute’s: Deanna Senica, Sam Watson, Melanie White, Peter Smith, Kylie Harper Deanna Senica Agenda items 10am— 10:10am Opening, Chair states purpose of meeting and introduces attendees. 10min Deanna Senica 10:10am — 10:25am Minutes of previous meeting read by chair. 15min Deanna Senica 10:25am to 10:45am Sales records. 20min Sam Watson 10:45am to 11:05am Sales targets requirements. 20min Deanna Senica
  • 3.
    3 11:05am to 11:15am 11:15amto 11:45am 11:45am to 11:55am 11:55am to 12:00pm 12:00pm to 12:10pm 12:10pm to 12:25pm 12:25pm to 12:30pm Email to minute taker Current Productivity. LUNCH How can we sell more? Participant’s feedback Idea Bank(brainstorming) Minute taker summary Close 15min Deanna Senica 30min 10min Sam Watson 5min Deanna Senica 10min Sam Watson 15min Deanna Senica 10min Deanna Senica Meeting guide  Ensure participants stick to their allocated times  Any topics that come up not on the agenda is looked at after meeting if time or later date
  • 4.
    4  Ensure allparticipants have a say and are not left out  Ensure that any confidential details do not escape the room Report Guide  Details of sales productivity  Details of what was agreed to  Details of what the company asked of staff  Details of time and minutes distribution Referencing Microsoft word templates online And organize your work day in no time k.j McCorry ISBN:0789733331 and Business Planning Essentials for Dummies Veechi Curtis ISBN:9781118641262 And our learner guide