Hi ,

Let me share something important, because it’s one of those small habits that can quietly make or break your credibility as a Business Analyst, Project Manager, or Change Practitioner.

A stakeholder recently gave feedback to a BA on my team:

“The meeting had no clear purpose, no agenda, and I wasn’t sure why I should attend''

Ouch🫣🫣, but honest!

And this is exactly how many professionals unintentionally come across as unprepared, disorganized, or even unserious, simply because the meeting wasn’t framed properly.

Your meeting agenda is your first impression.

A well-structured agenda will:

• Set expectations
• Sharpen decision-making
• Keep discussions focused
• Build trust and credibility
• Show you respect people’s time

And when meetings close, a clear agenda ensures alignment on next steps instead of confusion and follow-up chaos.

To help you avoid those unprepared moments, here’s a simple meeting template you can use immediately (pulled from best-practice consulting standards):

Meeting Template Example

Title (Clear, descriptive topic of the meeting)

Purpose (Why this meeting exists + the decision or outcome expected)

Agenda (Keep it to 3–5 items max)

1. Topic 1 – Owner
2. Topic 2 – Owner
3. Decisions Required – Owner

Required Attendees (Who MUST be present for a successful outcome)

Pre-Read Materials (Attach documents or link to the folder)

Expected Outcomes

• Decisions documented
• Next steps agreed
• Owners assigned

This small structure drastically improves the quality of your meetings, and the perception of your professionalism.

Pro Tip:

You can take this even further.

With the Co-pilot/Custom GPT/ Google Gem feature, you can actually build a Meeting Prep Assistant that:

• Generates agendas
• Suggests questions
• Identifies stakeholders
• Suggests and Creates pre-reads
• Drafts follow-up summaries

You simply provide the meeting context and it does the heavy lifting.

Your success is in the details, and this is one detail that sets true professionals apart.

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