When you're updating clients, it's essential to have a well-planned meeting agenda to make sure you cover all the essentials and make the best use of both your time and your client's time. Ongoing projects require regular client update meetings, which are best used to discuss progress. You should also take the opportunity to discuss any concerns you might have bout the project's budget and scope.
Preparing for a Client Update Meeting
Building a meeting agenda requires some advance preparation on your end of things. You should start by sitting down with key team members and holding an internal discussion that answers the following questions:
Be sure to hold this internal get-together at least 48 hours in advance of the client update meeting to give you enough time to brainstorm possible solutions to any problems you're having with the project.
Constructing an Effective Client Update Meeting Agenda
After your internal meeting, you'll have a clear idea where things stand with the project. Use your discoveries to shape your agenda while keeping these important principles and pointers in mind:
Then, proceed to create your agenda. A good sample agenda might break down like this:
Use meeting agenda templates and other tools to help you. These tools are part of any good meeting software package, including those mentioned above. You can also find many free examples online.
The number one tip for a more effective virtual meeting is to use a template. This puts everybody on the same page and ensures that the meeting will.