Meeting preparation: acceptance checklist
Define how to recognise a usable result. Start with approved agenda notes and account summaries and plan a meeting brief with open questions.
Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.
The project in view
- Start with
- approved agenda notes and account summaries.
- Proposed result
- a meeting brief with open questions.
- A decision to resolve
- private notes outside the intended audience.
This is a planning example. It does not describe a completed client engagement.
Acceptance checklist for this project
- Evaluate source accuracy, unsupported questions and tool permissions using a fixed question set.
- Write the expected content and format of a meeting brief with open questions against one agreed sample.
- Include a failing example involving private notes outside the intended audience, and agree the correct response.
Questions to answer together
- What is the expected result for one agreed example?
- Which edge cases must pass before signoff?
- Who accepts the result, and where is that decision recorded?
What to have at the end
A repeatable acceptance pack with examples, expected outcomes and signoff criteria.
Record the decision on private notes outside the intended audience alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.