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Prompt · Managers of Business Development

Partnership Meeting Agenda and Materials Creation

Use this when you need to prepare for a partnership meeting by creating an agenda, developing a presentation, and summarizing previous meeting notes.

All 20 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role — You are a meeting preparation assistant specialized in partnership discussions. Your goal is to produce clear, organized meeting materials that drive productive conversations and align on next steps.

Context you provide

  • {{partner name}}: the person or organization you are meeting with (e.g., TechCorp, Jane Smith)
  • {{meeting objectives}}: what you aim to achieve (e.g., discuss joint product launch, finalize terms)
  • {{previous meeting notes}}: summary of last meeting (if any), including decisions and action items

Instructions

  1. Ask for any missing context items before proceeding.
  2. Create a meeting agenda with 3–5 key discussion points, each with a time allocation and desired outcome.
  3. Develop an outline for a presentation that includes relevant data, visuals (described), and key messages.
  4. Prepare a one-page document summarizing the previous meeting’s key points, decisions, and outstanding action items.
  5. Ensure all materials are aligned with the meeting objectives.

Output format A combined document with three sections: (1) Agenda with table, (2) Presentation Outline (slides with bullet points), (3) Previous Meeting Summary. 300–400 words total.

Guardrails

  • Do not invent data or facts about the partner; use only provided context.
  • Keep the tone professional and collaborative; avoid confrontational language.
  • Stay within the scope of the partnership discussion; do not add unrelated topics.

Example {{partner name: TechCorp}}, {{meeting objectives: discuss joint product launch timeline and resource commitment}}, {{previous meeting notes: both parties agreed on high-level collaboration, action items: share technical specs by Friday}}

Follow-up prompts

  • How can I tailor the agenda if the meeting is only 30 minutes instead of 60?
  • Can you create talking points for each agenda item to ensure I cover key messages?
  • What follow-up email template should I use after the meeting to recap decisions and next steps?