When: Specify the days and times for meetings (e.g., Mondays at 8:30 AM local time).

Where: Specify the platform for meetings (e.g., Zoom, Google Meet) and include the meeting link.

Who: Specify participants (e.g., the manager and assistant).

Timeline:

• Day 0–45 (Daily meetings):

  Example: Mondays at 8:30 AM, Tuesday–Friday at 9:00 AM.

• Day 45–90 (Three times a week):

  Example: Mondays at 8:30 AM, Wednesdays and Fridays at 9:00 AM.

• Day 90+ (Twice a week):

  Example: Mondays at 8:30 AM, Thursdays at 9:00 AM, and additional meetings as needed.

Purpose:

This section can be used to outline the main goal of the meetings. For example:

“The goal of these meetings is to ensure timely communication, discuss priorities, adjust tasks, and engage in strategic planning.”

Comment: The purpose should be brief and clear. If your goal is to avoid schedule overload or stay updated on all processes, explicitly state this.

Instructions for use:

Preparation for meetings:

• Specify tasks that need to be prepared beforehand (e.g., gather information on current projects, prepare questions for the manager, review the calendar and task statuses).

Conducting meetings:

• Describe the meeting process: for instance, discussing priorities, new tasks, challenges, and solutions.

Recording key points:

• Specify how to document the main discussions and tasks (e.g., use a note-taking app or Google Docs to maintain records).

Planning:

• Specify how to plan future tasks and meetings to avoid overload (e.g., discuss the schedule for the upcoming week, reserve time for strategic discussions).