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> ERPNext Meeting Checklist
ERPNext Meeting Checklist
Pre-Meeting Preparation
Define the meeting objective.
Create an agenda and share it with participants.
Schedule the meeting in ERPNext with all relevant details.
Ensure necessary participants are invited.
Prepare any required documents or presentation materials.
Meeting Setup
Test audio/video equipment and connectivity.
Set up the meeting room or virtual meeting space.
Ensure all participants have access to required tools and platforms.
During the Meeting
Start the meeting on time.
Review the agenda and objectives with participants.
Assign a note-taker for minutes.
Facilitate discussion and ensure everyone has a chance to contribute.
Keep track of time and manage the agenda effectively.
Post-Meeting Actions
Distribute meeting minutes and action items.
Follow up on assigned tasks with responsible individuals.
Schedule the next meeting if needed.
Gather feedback on the meeting’s effectiveness.
Continuous Improvement
Review feedback and outcomes from the meeting.
Adjust future meeting practices based on lessons learned.
Update the meeting checklist as necessary for better efficiency.
Feel free to adjust any items as necessary for your specific context!
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