Want to run more effective, professional and well thought out meetings? Use this Meeting Planner template to effectively plan your next successful meeting. Designed to be used as a brainstorming planning tool either by yourself (to get your thoughts out and some structure), or with your team, this template allows you to ensure you focus on how to ensure your meeting is effective. Also see the Sales Call Planner version with Sales Specific focus here: https://www.slideshare.net/jbargent/sales-call-meeting-planning-template

1. Our
Objec)ve
Our
Planned
Advance
A1endees
Attendee Name
and Role
Supporter or
Blocker of our
Objective?
Problem or Pain Wishing
to be Solved
Potential / Known Objections
they are Likely to Raise
Our Response / Mitigation Questions We Need to Ask
(and by who?)
Their
Expecta)ons?
Agenda
for
Mee)ng
Traps
to
Avoid
Topics
to
Avoid
(our
nega)ves)
Best Case Minimum Worst Case
Traps
to
Set
Topics
to
Re-­‐Inforce
(our
posi)ves)
What
we
Need
to
Validate
or
Learn?
Mee)ng
Planner
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