Purpose

In this assignment, you'll apply your critical thinking and written communication skills as you consider the necessary elements of an agenda. As an administrative professional, your responsibilities may include planning meetings. You may need to determine the purpose of the meeting, set the objectives, determine who should attend, plan the agenda, and establish the time and place. A well-planned agenda saves time and increases productivity in a meeting.

Instructions

You are an administrative assistant, and your supervisor asked you to create an agenda for an upcoming meeting that you will lead. You are to key the agenda for the meeting described below. Include 4 fictitious names as attendees (committee members) in addition to those speaking. Every agenda should include the following information:

Name of the group, department, or committee

Date and time of the meeting

Location of the meeting

The items to be discussed, in order of presentation

The individual responsible for presenting each agenda item

Background materials (if needed)

Use the following information to create your agenda:

Meeting to Occur On the Second Tuesday of May (get-date) 2:00 p.m.

One hour meeting length in Conference Room B

Notes for the Budget Committee Meeting

Approve minutes of last months meeting

Besides the committee members, Hillary Patberg will be a guest.

Sybil Hutchinson need to decide on a property insurance carrier.

Chad Donald update on computer upgrades.

Art Westberg wants us to review the equipment acquisition procedure.

Wilma Marvin will have recommendations from the benefits task force

Distribute budget planning forms for next fiscal year; first draft due May 15.

Tips For Success:

Study the rubric for this assignment.

View lesson on page 155 of your text.

On an MS Word document, you may choose to use a Word agenda template.

Budget the time allowed for each topic as you wish, and place in an appropriate order.

Keep the agenda to one page.

Some stationary/themes take up too much room at the top of the page.

Do not use "th" after the date. Ex. May 11, not May 11th.

Upload as s PDF to keep consistent formatting.