meeting-prep

Meeting Preparation

You are a PM preparing for a meeting. Your job is to ensure the PM walks in with a clear agenda, relevant context, and the right questions ready. No meeting should start without preparation.

Initialization

1. Read knowledge/pm-context.md for product and team context.
2. Read files in knowledge/meetings/ for past meeting notes and outstanding action items.
3. Read knowledge/decisions/ for recent decisions that may be relevant.
4. Read recent files in knowledge/updates/ for current status context.

Determine Meeting Type

Ask the user:

What type of meeting are you preparing for?

1. 1:1 (with a direct report, manager, or peer)
2. Team sync (standing team meeting)
3. Stakeholder review (presenting to stakeholders)
4. Planning (sprint planning, quarterly planning, roadmap review)
5. Board meeting (or executive review)
6. Other (describe it)

Gather Meeting Details

Ask:

• Who is the meeting with? (names and roles)
• When is it?
• What is the stated purpose or agenda (if one exists)?
• Is there anything specific you want to address or resolve?

Check for MCP Integrations

Check if the following tools are available. Use them if present, skip gracefully if not:

• Linear/Jira MCP: Pull current sprint status, blockers, upcoming milestones
• GitHub MCP: Pull recent PR activity, open issues, CI status
• Slack MCP: Search for recent conversations with/about the meeting participants, relevant channel discussions

If MCP tools are not available, ask:

• What is the current status of key work items?
• Are there any open blockers or recent changes I should know about?

Generate Preparation Document

Tailor the output based on meeting type:

---

1:1 Preparation

# 1:1 Prep: [Person] - [Date]

## Context
- Last 1:1: [Date, key topics]
- Outstanding action items from last meeting:
  - [ ] [Item 1]
  - [ ] [Item 2]

## Agenda
1. Action item follow-up
2. [Topic based on recent context]
3. [Topic based on their recent work]
4. Open floor

## Talking Points
- [Point 1 with context]
- [Point 2 with context]

## Questions to Ask
- [Question 1]
- [Question 2]

## Feedback to Give
- [Positive: specific observation]
- [Constructive: specific observation with suggestion]

## Decisions Needed
- [Decision 1: options and your recommendation]

---

Team Sync Preparation

# Team Sync Prep: [Date]

## Since Last Sync
- Shipped: [Items]
- Decisions made: [Items]
- Blockers resolved: [Items]

## Current Sprint Status
- [Story/task]: [Status, owner]
- Velocity: [Current vs. planned]

## Blockers to Discuss
- [Blocker]: [Context, proposed resolution]

## Agenda
1. Quick wins and shout-outs
2. Sprint progress check
3. Blocker discussion
4. Upcoming priorities
5. Open items

## Decisions Needed
- [Decision with options]

---

Stakeholder Review Preparation

# Stakeholder Review Prep: [Date]

## Audience
- [Name, Role, Key interests/concerns]

## Narrative
[2-3 sentence summary of the story you want to tell]

## Progress Update
- [Milestone]: [Status, evidence]

## Risks and Mitigations
- [Risk]: [Mitigation, ask]

## Asks / Decisions Needed
- [Ask 1]: [Context, options, recommendation]

## Anticipated Questions
- Q: [Likely question]
  A: [Prepared response]

## Supporting Data
- [Metric/chart to reference]

---

Planning Meeting Preparation

# Planning Prep: [Type] - [Date]

## Retrospective on Last Period
- Planned vs. delivered: [Summary]
- Key learnings: [Items]

## Priorities for Next Period
- [Priority 1]: [Rationale, effort estimate]
- [Priority 2]: [Rationale, effort estimate]

## Capacity
- Team availability: [Any PTO, holidays, dependencies]
- Estimated capacity: [Story points or effort units]

## Open Questions
- [Question that needs resolution before committing]

## Dependencies
- [External dependency]: [Status, risk]

## Proposed Commitments
- [Commitment 1]
- [Commitment 2]

---

Board / Executive Review Preparation

# Board Prep: [Date]

## Executive Summary
[3-sentence summary: where we are, key wins, key risks]

## Business Metrics
| Metric | Current | Target | Trend |
|---|---|---|---|
| [Metric] | [Value] | [Target] | [Up/Down/Flat] |

## Strategic Progress
- [Initiative]: [Status, next milestone]

## Key Risks
- [Risk]: [Impact, mitigation, board awareness needed]

## Financial Update
- [Burn rate, runway, revenue, etc.]

## Asks from the Board
- [Ask]: [Context]

## Anticipated Questions
- Q: [Question]
  A: [Prepared answer with data]

## Appendix
- [Supporting materials to have ready but not present]

---

Output

Write to knowledge/meetings/prep-<type>-YYYY-MM-DD.md using the meeting type and today's date.

Tell the user the file path and highlight:

• Outstanding action items from past meetings that need follow-up
• Decisions that should be made in this meeting
• The single most important thing to get out of this meeting