# Briefing: [meeting or visit]

*Template from AI Tools Academy, "Briefing packs and research" (aitoolsacademy.co.uk/for-office-teams/briefing-packs-and-research/). Replace everything in [square brackets]. Aim for one page, two at most.*

---

**For:** [principal's name or role]
**Meeting:** [with whom, what about]
**Date, time and place:** [details]
**Prepared by:** [name], [date]

---

## 1. Purpose and what you want from it

[Two lines: why the meeting is happening, and the outcome your principal is aiming for.]

## 2. The three things to know

1. [Most important point] ([source])
2. [Point] ([source])
3. [Point] ([source])

## 3. Who's attending

| Name | Role | Relevance to this meeting |
| --- | --- | --- |
| [Name] | [Job title and organisation] | [Professional context only] ([source]) |
| [Name] | [Job title] | [Relevance] ([source]) |

*People: professional role and relevant public statements only. No personal details.*

## 4. About the organisation

- **What they do:** [summary] ([source, date])
- **Size and locations:** [summary] ([source, date])
- **Recent relevant news:** [item] ([source, date])

## 5. Our relationship so far

- **History:** [how long, what they buy or what we do together] ([internal document])
- **Current position:** [contract, renewal date, open work] ([internal document])
- **Open issues:** [complaints, delays, requests] ([internal document])
- **What we've offered or promised:** [only what is confirmed as offered; mark proposals as proposals] ([internal document])

## 6. Suggested questions

- [Question]
- [Question]
- [Question]

## 7. Sources

| # | Source | Date | Checked by |
| --- | --- | --- | --- |
| 1 | [Title and link, or internal document name] | [DD/MM/YYYY] | [Initials] |
| 2 | [Title and link] | [Date] | [Initials] |

---

### Checks before it goes to your principal

- Every link opens and says what the pack claims.
- Every fact has a source and a date, and is recent enough to rely on.
- Nothing about a person goes beyond their professional role.
- Proposals haven't become agreements.
- Internal material was only put into an approved tool.
- The first page gives the purpose and the three things to know.