Free Simple Meeting Memo Template

Simple Meeting Memo

Date: September 13, 2024

To: Team Members
From: [Your Name]
Subject: Quarterly Performance Review Meeting


Attendees:

  • Alex Johnson

  • Jamie Lee

  • Taylor Smith

  • Morgan Davis

Location: Conference Room B

Time: 10:00 AM - 11:30 AM


1. Meeting Purpose:

To review the quarterly performance and set objectives for the next quarter.

2. Key Points Discussed:

  • Performance Metrics: Review of sales figures and performance against targets.

  • Customer Feedback: Analysis of recent customer feedback and its impact on product development.

  • Budget Adjustments: Discussion on proposed adjustments to the budget based on recent expenditures.

3. Decisions Made:

  • Sales Target Adjustment: Increase the sales target by 10% for the next quarter.

  • Customer Survey Implementation: Implement a new customer survey process by October 1st.

  • Budget Reallocation: Reallocate $50,000 from the marketing budget to R&D.

4. Action Items:

  • Revise Sales Targets: Alex Johnson to update the sales targets and distribute the revised targets by September 20, 2024.

  • Survey Development: Jamie Lee to finalize and distribute the new customer survey by September 25, 2024.

  • Budget Adjustment: Taylor Smith is to prepare and submit the revised budget by September 30, 2024.

5. Next Meeting:

  • Date: December 13, 2024

  • Time: 10:00 AM

  • Location: Conference Room B

6. Additional Notes:

Please review the attached performance reports before the next meeting. Contact me if you have any questions or need further details.


For any further information or clarification, please contact me at [Your Email] or visit [Your Company Website].

Best regards,


[Your Name]
[Your Company Name]

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