B-liner Example Diagram : Planning a Meeting
 

  Note
: Click on + / - to hide and expand statements
 

 

 
- Project Thunder Cloud
  Kick Off Meeting
Done False
Who Dave
- Attendees

- Speakers

. Bill Kramer (VP)
  Jack Berger (Marketing)

  Qing Wang (Development)


. Get Brief Bio from each
- Team Members
. Allison Zick (lead)
  Kim Henerson

  Phil Kerwin

  Michele Dummer

  Dave Ye

  Dennis Johnson

  Karen O'Brain

  Ed Ryan
. Schedule the meeting
Done True
Who Barb
- Send e-mail to attendees
Done True
Who Barb
. Attach Meeting Agenda

. Include Lunch menu with instruction to e-mail selection
  to henry@lunchbox.com
- Cater Lunch
Done True
Who Henry
. Order lunch based on e-mail responses

- Make provisions for delivery
. Location, Date, Time

. Security requirements

. Parking
- Room
Done False
Who Barb
. Reserve Executive Conference Room
Done True
Who Barb
- Equipment
Done True
Who Barb
. Overhead projection

. Projection screen

. Sound system

. Internet access

. Flipcharts and markers

. White board

. White Board Markers (Black, Red, Blue)
. Buffet Table for Caterer
Done False
Who barb
- Meeting agenda
Done False
Who Dave
. Introduce each team member describing their role.
  (Confirm team positions beforehand)


- Introduce each speaker
  giving a brief bio


- Bill

. General overview of project.
  Set broad time table

  In other words--deadline!
- Jack

. Give the low down on
  where the product fits.

  Brief summary of competitors
- Qing
. Will discuss task assignments
. Discussion period
. Take meeting notes
Done False
Who Dave
 
 

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