briefing-preplisted

> **Template skill.** Fill in the [BRACKETED] placeholders with your organization's details — or paste your org context and ask Claude to populate them for you. # Meeting Preparation ## Process ### Step 1: Identify the Meeting - Meeting name, date, time - Attendees (names and organizations) - Agenda or topic (if available) ### Step 2: Gather Context For each key attendee, collect: - **Role & organization** — web search if not already known - **Relationship to [YOUR ORGANIZATION]** — [member/client/prospect/partner/board?] - **Recent interactions** — check email for recent correspondence - **Open action items** — any pending tasks involving them or their organization - **Past meeting notes** — prior meeting notes or call logs if accessible For the meeting topic: - **Related [YOUR ORGANIZATION] programs** — which initiatives or research is relevant? - **Recent developments** — web search for relevant industry news - **Internal context** — check [YOUR DOCUMENT STORAGE] for relevant documents ### Step 3: Build the Brief Structure the output as: ## Meeting Brief: [Meeting Name] **Date:** [date/time] **Duration:** [if known] ### Attendees | Name | Role | Organization | Relationship to [YOUR ORG] | Notes | |------|------|-------------|---------------------------|-------| ### Context [2-3 sentences on why this meeting is happening and what matters] ### Key Topics & Talking Points 1. [Topic] — [your angle, data points to reference, questions to ask] 2. [Topic] — [same] ###