Created by Sandler 07/21/2018
With this template, you can gather important details from a call and determine how best to follow up and go forward. The optimal time to debrief is right after the call while the conversation is fresh in your mind. As you complete the template, make sure you are very clear on next steps and who will be responsible for their completion.

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Meeting Agenda

Run meetings with more clarity, focus, and efficiency.

Project Overview

Document responsibilities of every project team member, important milestones, and final deadlines, so everyone knows what's going on.