• Español

Meetings

Schedule

The following is an example of how we would like to send a meeting invitation. The main goal is to have clear objectives and avoid wasting time.

Example of the invitation.

Template

Meeting goals

• Validate project status
• Find and resolve blockers

Before the meeting

• Validate that the status of the tickets is correct: PROJECT_TICKETS_URL

Meeting agenda

• Report of hours used to date
• Explain current progress
• Find solutions for blockers
• Next steps

Before the meeting

• Confirm that all items outlined in the invitation email have been reviewed.
• If additional topics are to be introduced, gather all relevant information in advance in order to present them clearly and avoid vague exploratory discussions.

During the meeting

• Follow to the defined agenda as closely as possible.
• As a default practice, take notes live, preferably using screen sharing.
• Each meeting will include time to raise unplanned topics; these will be documented but not discussed in depth during the meeting.

After the meeting

• Share the meeting notes via the client portal and/or by email.
• Provide clarity or follow-up on timelines that could not be agreed upon during the meeting.