A formal meeting plan and template that follows the guidelines of Robert's Rules of Order.
Formal Meeting Agenda
Description
Template
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**Tech Solutions Inc.**
**Meeting Agenda**
**Date:** August 30, 2024
**Time:** 10:00 AM – 11:30 AM
**Location:** Meeting Room 3B / Zoom Link: zoom.us/meetingID12345
**Meeting Facilitator/Host:** Dwayne Johnson
**Note Taker:** Bruce Lee
### Formal Call to Order
- Dwayne Johnson calls the meeting to order at 10:05 AM.
### Roll Call / Attendance
- **Attendees:**
- Steve Smith
- Ted Turner
- Amreesh Patel
- Lawrence Brown
- **Absentees:**
- Micheal Clark
- Olivia Martinez
### Approval of Previous Meeting Minutes
- Review and narrate the minutes from the previous meeting.
- Motion to approve: Steve Smith
- Second: Ted Turner
- Vote: Approved unanimously
### Agenda Review
- Overview of the agenda and objectives.
- No additions or changes to the agenda.
### Reports
- **Marketing Team Report:** Ted Turner
- Overview of the latest Google campaign results and upcoming marketing initiatives.
- **Finance Department Report:** Amreesh Patel
- Q3 financial performance and new budget updates.
- **Product Development Report:** Lawrence Brown
- Progress on new product features and launch roadmap.
### Old Business
- **Website Redesign Project:**
- Discussion led by Lawrence Brown
- Final approval of app design concepts and development timelines.
- **Customer Feedback Survey:**
- Discussion led by Ted Turner
- Review of survey results and next steps.
### New Business
- **New Client Onboarding Process:**
- Introduction by Amreesh Patel
- Proposal for streamlining the customer onboarding process.
- **Employee Training Program:**
- Introduction by Dwayne Johnson
- Discussion on proposed employee training modules on customer support and schedules.
### Open Floor / Q&A
- Open discussion and invite additional comments, questions, feedback, or announcements from attendees.
### Recap
- Review of assigned action items and deadlines:
- **Website Redesign Finalization:** Lawrence Brown by September 5, 2024
- **Onboarding Process Updates:** Amreesh Patel by September 10, 2024
- **Training Program Outline:** Dwayne Johnson by September 12, 2024
### Adjournment
- Dwayne Johnson adjourns the meeting at 11:25 AM.
- Next meeting scheduled for September 15, 2024, at 10:00 AM in Meeting Room 3B / Zoom.