BSBAMD502B – Manage meetings Resource 1: Requirements, agenda and format
Below is an example of a meeting requirements questionnaire:
Meeting Requirements Questionnaire Chairperson/Host Meeting name Meeting details Date Location Meeting format Purpose Agenda Participants Internal External Time Budget Department

Speakers Seating arrangements Video or teleconference requirements Supporting materials Pre-reading Meeting documentation Equipment requirements Hospitality requirements Catering requirements Accommodation requirements Other requirements Special needs of attendees Other specific requirements

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BSBAMD502B – Manage meetings
Below is an example of what a typical meeting agenda might include:        Date, time and location of meeting Statement of the meeting's purpose Welcome Minutes of the previous meeting Major agenda items General business Date of next meeting

Note: an agenda for an all day meeting or conference should also include break times.

Below is an example of a meeting agenda template: Meeting Agenda Date: Time: Location: Dial-in information: Attendees

Dial-in Attendees

Apologies

Guests

Agenda No. Agenda Item 1 2 3 4 5 Next meeting: Date:

Pre-Read?

Presenter

Time

Duration

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BSBAMD502B – Manage meetings
Below is a table outlining examples of different formats that are appropriate for different types of meetings:

Meeting Type General meeting – staff team meeting

General meeting – client and vendor meeting

General meeting – annual general meeting (AGM)

General meeting – board meetings

Typical formats • face-to-face/video conference/teleconference • structured agenda with time for general discussion • small to medium group discussion • informal • no catering requirements • minutes recorded by attendee • chaired by manager or nominated attendee • 30 minutes to one hour in