Pre-Meeting Briefing Pack

When to use this

Heavier than a one-pager, lighter than a deck. Use for meetings where stakes are high and prior context is thin. Keep it scannable; long paragraphs go unread.

# Pre-Meeting Briefing — [Counterpart / Topic]
**For:** [Executive]   **Meeting:** [Day, time]   **Format:** [In person / call]

## 1. The ask in one sentence
> What does the executive need to leave this meeting with?

## 2. Who you're meeting
| Name | Role | Org | Why they matter |
|------|------|-----|-----------------|
|      |      |     |                 |
|      |      |     |                 |

## 3. Context
- **History of the relationship:** [1-3 bullets]
- **What changed since you last met:** [1-3 bullets]
- **What they want from us:** [1-2 bullets]
- **What we want from them:** [1-2 bullets]

## 4. Talking points (in priority order)
1. [Open with this — sets the tone]
2. [Substantive point]
3. [Substantive point]
4. [Close with this — leaves them with a clear ask]

## 5. Watchouts
- [Topic to avoid / handle carefully]
- [Person whose name to remember / not to mistake]

## 6. After the meeting
- Send follow-up note within 24h covering: [points to confirm in writing]
- Diary follow-up: [date]

## Appendices
- A: Their org chart
- B: Last contact notes
- C: Public statements / press in last 60 days