our-claude-skills/ourdigital-custom-skills/03-research-to-presentation/references/agenda_templates.md

# Agenda Templates Guide

## Overview
Templates for deriving meeting agendas from research content.

## Agenda Derivation Process

### Step 1: Topic Identification
Extract potential agenda items from research:
1. Main section headers → Primary topics
2. Key findings → Discussion points
3. Data insights → Review items
4. Recommendations → Decision points
5. Open questions → Discussion topics

### Step 2: Priority Assignment
Score each topic by:
- **Urgency**: Time-sensitive? (0-5)
- **Impact**: Business impact? (0-5)
- **Complexity**: Discussion needed? (0-5)
- **Dependencies**: Blocks other work? (0-5)

### Step 3: Time Allocation
Estimate discussion time:
- **Simple update**: 3-5 minutes
- **Data review**: 5-10 minutes
- **Discussion topic**: 10-15 minutes
- **Decision point**: 15-20 minutes
- **Strategic planning**: 20-30 minutes

## Meeting Type Templates

### Executive Review Meeting
```
1. Executive Summary (5 min)
   - Key achievements
   - Critical metrics
   
2. Performance Review (10 min)
   - KPI dashboard
   - Trend analysis
   
3. Strategic Topics (20 min)
   - Market opportunities
   - Competitive landscape
   
4. Decision Points (15 min)
   - Resource allocation
   - Priority changes
   
5. Next Steps (5 min)
   - Action items
   - Follow-up schedule
```

### Project Status Meeting
```
1. Project Overview (3 min)
   - Current phase
   - Overall timeline
   
2. Progress Update (10 min)
   - Completed milestones
   - Current activities
   
3. Blockers & Risks (15 min)
   - Issue discussion
   - Mitigation plans
   
4. Resource Needs (10 min)
   - Team requirements
   - Budget status
   
5. Next Sprint Planning (10 min)
   - Upcoming milestones
   - Task assignments
```

### Strategy Planning Session
```
1. Context Setting (10 min)
   - Market analysis
   - Current position
   
2. Opportunity Assessment (20 min)
   - Growth areas
   - Innovation possibilities
   
3. Challenge Analysis (15 min)
   - Competitive threats
   - Internal limitations
   
4. Strategic Options (20 min)
   - Scenario planning
   - Trade-off analysis
   
5. Decision Framework (15 min)
   - Evaluation criteria
   - Next steps
```

### Customer/Partner Meeting
```
1. Introductions & Objectives (5 min)
   - Meeting goals
   - Agenda overview
   
2. Current Status (10 min)
   - Project update
   - Recent achievements
   
3. Discussion Topics (25 min)
   - Requirements review
   - Feedback discussion
   
4. Next Steps (10 min)
   - Action items
   - Timeline alignment
   
5. Q&A (10 min)
   - Open questions
   - Clarifications
```

### Team Brainstorming Session
```
1. Problem Statement (5 min)
   - Challenge definition
   - Success criteria
   
2. Context Sharing (10 min)
   - Research findings
   - Constraints
   
3. Idea Generation (25 min)
   - Open brainstorming
   - Concept exploration
   
4. Idea Prioritization (15 min)
   - Feasibility assessment
   - Impact evaluation
   
5. Action Planning (10 min)
   - Next steps
   - Owner assignment
```

## Agenda Item Formulation

### From Finding to Agenda Item

**Research Finding**: "Customer satisfaction decreased 15% in Q4"
**Agenda Item**: "Q4 Customer Satisfaction Analysis & Recovery Plan"
**Time**: 15 minutes
**Discussion Points**:
- Root cause analysis
- Customer feedback themes
- Proposed improvements
- Success metrics

### From Data to Discussion

**Data Point**: "Conversion rate: 2.3% (industry avg: 3.5%)"
**Agenda Item**: "Conversion Optimization Strategy"
**Time**: 20 minutes
**Discussion Points**:
- Benchmark analysis
- Bottleneck identification
- Improvement initiatives
- Resource requirements

### From Recommendation to Decision

**Recommendation**: "Expand into European market"
**Agenda Item**: "European Market Expansion Decision"
**Time**: 25 minutes
**Decision Points**:
- Market opportunity validation
- Investment requirements
- Risk assessment
- Go/No-go decision

## Dynamic Agenda Adjustments

### For Limited Time (30 min meeting)
- Focus on critical decisions only
- Combine related topics
- Move updates to pre-read
- Schedule follow-ups for details

### For Extended Discussion (90+ min)
- Add break time (10 min at 45 min mark)
- Include deep-dive sections
- Add buffer time for Q&A
- Include working session time

### For Mixed Audience
- Start with common interests
- Segment specialized topics
- Plan parallel tracks if needed
- End with unified next steps

## Agenda Optimization Tips

### Topic Sequencing
1. **Energy curve**: High-energy topics after warm-up
2. **Decision fatigue**: Critical decisions early
3. **Logical flow**: Dependencies first
4. **Engagement**: Mix presentation and discussion

### Time Management
- **80% rule**: Plan for 80% of available time
- **Buffer zones**: 5-minute buffers between major topics
- **Parking lot**: Designate time for unexpected items
- **Hard stops**: Clear end times for each section

### Participation Planning
- **Speaker rotation**: Distribute presentation duties
- **Discussion leaders**: Assign topic owners
- **Note takers**: Rotate responsibility
- **Timekeeper**: Designated role

## Output Formats

### Detailed Agenda
```markdown
## Meeting: [Title]
**Date**: [Date] | **Time**: [Duration] | **Location**: [Place/Virtual]

### Attendees
- Required: [List]
- Optional: [List]

### Objectives
1. [Primary objective]
2. [Secondary objective]

### Agenda

#### 1. [Topic Name] (10 min) - [Owner]
**Objective**: [What to achieve]
**Materials**: [Pre-read links]
**Discussion Points**:
- [Point 1]
- [Point 2]
**Decision Needed**: [Yes/No - what decision]

[Continue for each topic...]

### Pre-Work
- [ ] Review [document]
- [ ] Prepare [input]

### Success Metrics
- [ ] [Metric 1]
- [ ] [Metric 2]
```

### Quick Agenda
```markdown
## [Meeting Title] - [Date]

1. [Topic 1] - [Duration] - [Owner]
2. [Topic 2] - [Duration] - [Owner]
3. [Topic 3] - [Duration] - [Owner]
4. Next Steps - 5 min

Total: [Total Duration]
```