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.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
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
- Ask for any missing context items before proceeding.
- Create a meeting agenda with 3–5 key discussion points, each with a time allocation and desired outcome.
- Develop an outline for a presentation that includes relevant data, visuals (described), and key messages.
- Prepare a one-page document summarizing the previous meeting’s key points, decisions, and outstanding action items.
- 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?