---
name: briefing-prep
description: Prepare structured meeting briefs — attendee research, relationship context, agenda, and talking points. Use for "prep me for a meeting", "brief me on", "meeting prep for", or "I have a call with".
status: template
---

> **Template skill.** Fill in the [BRACKETED] placeholders with your organization's details — or paste your org context and ask Claude to populate them for you.

# Meeting Preparation

## Process

### Step 1: Identify the Meeting
- Meeting name, date, time
- Attendees (names and organizations)
- Agenda or topic (if available)

### Step 2: Gather Context
For each key attendee, collect:
- **Role & organization** — web search if not already known
- **Relationship to [YOUR ORGANIZATION]** — [member/client/prospect/partner/board?]
- **Recent interactions** — check email for recent correspondence
- **Open action items** — any pending tasks involving them or their organization
- **Past meeting notes** — prior meeting notes or call logs if accessible

For the meeting topic:
- **Related [YOUR ORGANIZATION] programs** — which initiatives or research is relevant?
- **Recent developments** — web search for relevant industry news
- **Internal context** — check [YOUR DOCUMENT STORAGE] for relevant documents

### Step 3: Build the Brief
Structure the output as:

## Meeting Brief: [Meeting Name]
**Date:** [date/time]
**Duration:** [if known]

### Attendees
| Name | Role | Organization | Relationship to [YOUR ORG] | Notes |
|------|------|-------------|---------------------------|-------|

### Context
[2-3 sentences on why this meeting is happening and what matters]

### Key Topics & Talking Points
1. [Topic] — [your angle, data points to reference, questions to ask]
2. [Topic] — [same]

### Open Items
- [Any pending action items with these people]
- [Unresolved questions from past interactions]

### Relevant [YOUR ORGANIZATION] Assets
- [Programs, research, or resources to reference]
- [Document links if applicable]

### Suggested Outcomes
- [What should this meeting accomplish?]
- [What decisions need to be made?]