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What Are We Meeting For? The Consequences of Private Meetings with Investors David Solomon University of Southern California Eugene Solves Harvard Business School November 2011 Abstract: Executives

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1. First, start by providing a clear and concise title for the meeting. This title should capture the purpose or objective of the meeting.
2. Next, outline the agenda of the meeting. This involves breaking down the main topics or issues that will be discussed during the meeting. Each agenda item should be accompanied by a brief description.
3. Specify the date, time, and location of the meeting. Ensure that these details are communicated to all the relevant participants, and consider using scheduling tools or calendar invites to streamline the process.
4. Determine the desired outcome or goal of the meeting. This will help guide the discussion and ensure that participants are aware of the purpose and expected results.
5. Identify the key stakeholders or individuals who need to attend the meeting. This can include team members, managers, clients, or anyone else who has a direct interest in the subject matter.
6. Share the meeting agenda and any supporting documents or materials with the participants in advance. This allows them to come prepared, review the topics, and gather any necessary information or data.
7. During the meeting, make sure to facilitate effective communication and encourage active participation from all attendees. Keep the discussion focused on the agenda items and manage time to ensure that all topics are covered within the allocated time frame.
8. Finally, after the meeting, send out a summary or minutes that capture the key decisions, action items, and next steps. Share this document with all participants to ensure that everyone is on the same page and understands their responsibilities moving forward.

Who needs what are we meeting?

1. The meeting organizer or facilitator needs to clearly define what are they meeting to align all participants.
2. All meeting participants need to understand what are they meeting to come prepared and actively contribute to the discussion.
3. Stakeholders or individuals directly impacted by the meeting outcomes need to know what is being discussed and decided to stay informed and give their input if required.

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