Meeting Management and Follow-Up Template

More project-management templates

Effective meetings are crucial for successful project management. This template will help you organize meeting agendas and follow-ups using Priority Matrix, ensuring no important points are missed.

By following this template, Presidents in the AEC industry can ensure that every meeting point is covered and followed up on, leading to more productive and efficient meetings.

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Meeting Management and Follow-Up for Priority Matrix

Meeting Management and Follow-Up in Priority Matrix

Ensure effective meetings with organized agendas and follow-ups.

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Proposed Tasks

High Impact, Quick Wins

  • Task 1: Develop Meeting Agenda Template - due in 2 days
    ☐ Research best practices for meeting agendas ☐ Create a customizable meeting agenda template
  • Task 2: Assign Meeting Roles - due in 1 week
    ☐ Identify key roles for meetings (e.g., facilitator, note-taker) ☐ Assign roles for upcoming meetings

High Impact, Long Term

  • Task 3: Establish Meeting Follow-Up Process - due in 2 weeks
    ☐ Determine process for meeting follow-ups ☐ Create a follow-up template
  • Task 4: Implement Meeting Management Software - due in 1 month
    ☐ Research potential software options ☐ Choose and implement selected software
  • Task 5: Train Team on Meeting Management Software - due in 6 weeks
    ☐ Develop training materials ☐ Conduct training sessions

Low Impact, Quick Wins

  • Task 6: Review Meeting Efficiency and Effectiveness - due in 2 months
    ☐ Gather feedback on meeting management process ☐ Review and analyze feedback
  • Task 7: Make Necessary Adjustments to Meeting Process - due in 2.5 months
    ☐ Identify areas for improvement ☐ Implement changes

Low Priority / Etc.

  • Task 8: Regularly Update Meeting Agenda Template - due in 3 months
    ☐ Review meeting agenda template ☐ Make necessary updates
  • Task 9: Regularly Update Meeting Follow-Up Template - due in 3.5 months
    ☐ Review meeting follow-up template ☐ Make necessary updates
  • Task 10: Regularly Review Meeting Management Software - due in 4 months
    ☐ Review software performance ☐ Make necessary updates or changes