Syndicate Meeting

Use this template to align your team together to manage a large transaction, which would be difficult, or impossible, to effect individually.

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Industry
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Meeting Scope
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Department
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Meeting type
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Host Role / Title
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Tone of the meeting

Opening remarks

Initial remarks before jumping into the content of the meeting.

Words of Introduction from the Co-Chairs  

The chairman of the meeting presents any initial updates.

Return on Action Items

Follow up and updates on previous meeting action items.

Management items

What management items need to be discussed?

Unions Items

What updates does the union have for the attendees to take into consideration?

Closing Remarks

What closing notes should the attendees leave with? How should the attendees feel after the meeting?

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