Meeting preparation: pilot planning
Try a bounded sample before expanding the work. 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.
Pilot planning for this project
- Choose a small part of approved agenda notes and account summaries with an independently checkable result.
- Produce a meeting brief with open questions on that sample and record review corrections.
- Include private notes outside the intended audience in the pilot; do not expand the scope until its treatment is agreed.
Questions to answer together
- Which sample includes both routine work and an exception?
- What time, correction and completeness measures will be recorded?
- What finding would require changing the scope before continuing?
What to have at the end
A pilot plan with a representative sample, review date and continuation decision.
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.