Free Ebook cover Complete course in Secretarial and Reception

Complete course in Secretarial and Reception

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meeting planning

Capítulo 29

Estimated reading time: 2 minutes

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Meeting planning is an essential activity to ensure that the meeting between the parties involved is productive and efficient. For this, it is important to follow some fundamental steps:

Defining the purpose of the meeting

The first step is to define the purpose of the meeting. You need to know exactly what you hope to achieve with the meeting so that you can select the right participants and prepare the discussion agenda.

Selection of participants

The selection of participants should be based on the purpose of the meeting. It is important to only invite people who have a direct interest in the subject to be discussed, thus avoiding wasting time and unnecessary wear and tear.

Definition of the agenda

The agenda is the agenda for the meeting. It should be prepared in advance, taking into account the purpose of the meeting and the points that need to be discussed. It is important that the agenda is clear and objective, to avoid deviations from the subject and ensure that all points are addressed.

Sending the agenda and confirmation of presence

Once the agenda has been developed, it is important to send it to the participants in advance, so that everyone can prepare properly. In addition, it is essential to confirm the presence of each one, to avoid delays and unforeseen events.

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Environment preparation

The meeting environment should be prepared in advance, ensuring that there is enough space for all participants and that the lighting and temperature are adequate. It is also important to provide the necessary equipment, such as a projector, screen and microphone.

Conduction of the meeting

During the meeting, it is important that the leader conducts the work in a clear and objective way, following the established agenda. It is essential that all participants have the opportunity to express themselves and that decisions are taken democratically.

Preparation of the minutes

After the meeting, it is important to draw up minutes, which should contain the main decisions taken and the points discussed. The minutes should be sent to all participants so that everyone is aware of what was decided and what needs to be done.

By following these steps, you can ensure that meetings are productive and efficient, contributing to the success of the company.

Now answer the exercise about the content:

_What is the first step in planning an efficient meeting?

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The first step in planning an efficient meeting is to define the purpose of the meeting. This step is crucial as it guides the selection of participants and the development of the meeting agenda, ensuring that the meeting stays focused and achieves its goals.

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schedule planning

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