FREE 10+ Consultant Meeting Agenda Samples in PDF | MS Word

Part of your job as a consultant is to conduct a meeting to either disseminate new updates of company policies or discuss the changes in the business model with the business stakeholders. Additionally, if the meeting is about the employees’ affair, you will have to use a piece of their productive time to talk about it, unless you are conducting it outside the employees’ shift. Also, according to a Statista article, in 2012, there were 113.34 millions of participants in business meetings in the US. With that said, if the meeting session will concern the business’ growth, you may have to cancel the stakeholders’ other appointments and meetings to tackle it.

Now, imagine the consequences that have to happen for the meeting that you have planned to take place. Also, imagine that the introduction of your meeting unexpectedly took more than 25 minutes, and you have only an hour to discuss the entire company policy changes. Most likely, you will not be able to finish it on time, and if you do, you must have rushed the discussion and spent less time to discuss each part of the policy than you supposed. As a result, you will extend the time allocated for the meeting or worse – the audience will not understand what you just discussed because you were in a hurry to finish the discussion on time. That is why, as a consultant, you need to obtain a meeting agenda to address the pressing business matters efficiently.

What is a Consultant Meeting Agenda

Also called a meeting schedule or calendar, a consultant meeting agenda is a list of activities that the host(the consultant) has to address in a meeting. This agenda may contain time and date for each activity that will match the amount of time given for the meeting. Other details that you can include in a consultant meeting agenda are the venue and details of each activity, which can also be bulleted steps. By using a consultant meeting agenda, you can have strategic planning of a meeting that you have to take place for consultancy purposes.

Common Consultant Meeting Agenda Outline

Businesses consider the meetings with the consultants as a formal meeting. Therefore, many of them follow the typical format of a meeting agenda. The following are the outline of the meeting agenda that you may use not just for consultant meeting agenda, but also for staff meeting agenda, advisory committee meeting agenda, and board meeting agenda.

1. Opening Ceremonies

Typical organizational meetings may include activities, such as the singing of the national anthem and reciting of the pledge of allegiance and the organization’s mission and vision. If you are going to conduct a meeting to discuss matters with the employees, you may want to use this agenda item.

2. Checking of Attendance

Business policies are crucial for the proper order of the business processes. Thus, ensuring that everyone is present in the meeting and become aware of the updates are necessary. By including this piece, it will be easier for you to track who is not attending the conference and set up another meeting for them.

3. Open Forum

This part will allow the audience to voice out their opinions about the contents of the discussion. As a consultant, this part is especially important because, through this discussion, you can determine the effects of the updates, which is a crucial factor in decision making.

Other items of an agenda may include the adoption of the plan, announcements, and program.

10+ Consultant Meeting Agenda Samples in PDF | DOC

Now that you know what a consultant meeting agenda is, take a look at the consultant meeting agenda templates and examples that we gathered, which you can use as a reference for your team meeting agenda and advisory board meeting agenda planning.

1. Consulting Committee Meeting Agenda Sample

2. Consultant Meeting Agenda Sample

3. Consultant Weekly Meeting Agenda Template

4. Consultant Meeting Agenda Example

5. Consultant Business Meeting Agenda Sample

6. Consultant Meeting Agenda Template

7. Consultant Pre Design Meeting Agenda Sample

8. Consultant Meeting Agenda in PDF

9. Formal Consultant Meeting Agenda Sample

10. Consultant Board Meeting Agenda Template

11. Consultant Meeting Agenda in DOC

Tips on Writing a Consultant Meeting Agenda

In planning a board meeting agenda, or any other consultant meeting, you will need a proper meeting agenda to ensure that you can discuss all the items that you need to explain to them efficiently.

1. Determine the Goals of the Meeting

Before doing anything else, you have to specify the purpose of the consultant meeting that you are going to conduct. The meeting goals will set the expectations of the attendees and to yourself with the desired results.

2. List Down the Topics for the Discussion

After defining its goals, you will list down the topics that you have to tackle for the meeting. Each item should support the purposes of the meeting. One of the most common ways of declaring the topic is to write it in question form. By doing so, you can allow the audience to prepare for a discussion. You may also assign an owner that will elaborate on each topic.

3. Determine the Attendees

Once you have the goals and the topics to discuss, you will have to identify the right attendees of the meeting. To determine the right attendees of the consultant meeting, you have to determine if the person needs to attend the meeting to attain the meeting goals, or if he or she has the knowledge that can create the progress of the meeting. You should also determine if the results of the conference will affect the person.

4. Give a Space for the Open Forum or Off-Topic Discussions

To make your meeting more interactive, it should allow the audience to have a say. However, to avoid it from veering the direction away from the primary goal, it is crucial to reserve it at the end part of the meeting agenda. You can provide the audience with meeting feedback forms or meeting evaluation forms to ensure that you can address all their comments.

5. Recheck the Details and Assign the Time and Place

To avoid any confusion, you have to recheck the details that you have included in the previous steps. You will also assign the time and venue where the meeting will take place. It will help if you send the attendees a meeting notice two days ahead to avoid any conflict on their schedule.

Conducting an unorganized meeting will waste the time of the company’s stakeholders and lose the opportunity to produce more profit for the company. Therefore, it is crucial to create a strategic plan before conducting a meeting. By including a meeting agenda in your consultant meeting planning, you can ensure to discuss all the topics that you need to tackle.