Randy Riggs Structured Meeting Planner, DR02

POSTED Sun Sep.02.2012 UNDER Asides TAGGED RandyRiggs

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Back in June, I posted reader Randy Riggs’ “meeting planner”, which is loosely inspired by some of my forms. He has an updated version, which a few of you have expressed interest in. Randy writes:

Attached is an updated, higher-quality file for posting to your website, based on my field use and input from Jennifer. Thoughts:
  • I dropped the time bubbles, but left a spot to allocate time. While open discussion is good, it can cause meeting interminitis, which eventually leads people to avoid your meetings.
  • Combined Agenda and Emerging into “Stated Agenda,” again with the intent of providing some hope that this meeting will stay (relatively) on topic.
  • Added another participant slot, giving room for 6 formal entries, with 11 more slots to add people if needed.
  • After moving “Other Participants,” I used the extra space for discussion notes.
  • I also added a spot in the lower right to indicate if the back of the sheet was used for additional notes, or if notes were taken elsewhere.
  • Finally, I acknowledged your appreciated influence and included DAVIDSEAH.COM in the footer.

I’ve put Randy’s PDF on my server for downloading glee! Download it and leave comments for Randy here!

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6 comments

  • spacer Mark Garcia says:
    POSTED September 2, 2012 at 8:14 pm

    Thank you for your work. I love this planner.

  • spacer Joyce says:
    POSTED September 5, 2012 at 1:16 pm

    Just tried it out, absolutely love it! I’ve printed out more copies and will test drive them some more this week.

  • spacer Dave Seah says:
    POSTED September 10, 2012 at 2:46 pm

    Thanks for the feedback! I’ll pass this along to Randy Riggs if he isn’t already reading this :)

  • spacer Mark Garcia says:
    POSTED September 12, 2012 at 6:24 pm

    I was thinking the other day, it would be great to have a “second/back” page that was lined similar to what is under the Discussion section. That way you could continue your notes on the back and still keep it neat.

  • spacer Jennifer says:
    POSTED September 20, 2012 at 3:52 pm

    I’m flattered that he took my suggestions.

    I like the new format. Used it this afternoon for my meeting and it worked well. Really like the RSVP/Attd bubbles as well.

    I concur with Mark on having lined pages on the back but have no issue with the current format. I’ll be using this for a long time :)

    Thanks!

  • spacer Chew LH says:
    POSTED September 30, 2012 at 9:16 am

    I like it. And I’d like to have more Action Items instead of Discussion. For me, the call to action is more important than logging the discussions. How about increasing it from 5 to 8 lines?

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