Meeting Preparation

Process

Step 1: Identify the Meeting

• Meeting name, date, time
• Attendees (names and organizations)
• Agenda or topic (if available)

Step 2: Gather Context

For each key attendee, collect:

• Role & company — web search if needed
• MMA relationship — member? board? prospect? partner?
• Recent interactions — check email (Outlook) for recent correspondence
• Asana tasks — any open tasks involving them or their company
• Past meetings — check session logs for prior meeting notes

For the topic:

• Related MMA programs — which think tanks, labs, or research is relevant
• Recent developments — web search for industry news
• Internal context — check SharePoint sites for relevant documents

Step 3: Build the Brief

Structure the output as:

Meeting Brief: [Meeting Name]

Date: [date/time] Duration: [if known]

Attendees

Context

[2-3 sentences on why this meeting is happening and what matters]

Key Topics & Talking Points

1. [Topic] — [your angle, data points to reference, questions to ask]
2. [Topic] — [same]

Open Items

• [Any pending action items with these people]
• [Unresolved questions from past interactions]

Relevant MMA Assets

• [Programs, research, or resources to reference]
• [SharePoint links if applicable]

Suggested Outcomes

• [What should this meeting accomplish?]
• [What decisions need to be made?]