Match the files with the questions
Next to each document, write what topic you want it to explain. For example, evaluating an existing plan and creating a plan from scratch may be different tasks. Ask the consultant if he reviews before the meeting and what formats he accepts. Instead of sending very large files unannounced, find out the appropriate sharing method and delivery time in advance.
Make the current version visible
Add the date or a short version information to the file name. Separate the document to be edited from the document to be shown only as an example. If there are comments from others, explain whether they are valid in the current situation. Do not share unnecessary identity, contact or account details. Discuss with the advisor who can view confidential content and how it will be retained after the conversation.
Create a joint note at the end of the conversation
Summarize together which file is taken as basis, what will change and whether additional information is needed. If a new version will be prepared, determine who will edit it. Write down the date for the follow-up meeting. Sharing documents alone does not mean the job is done; It is also necessary to mutually clarify the form and timing of the expected feedback.
Short check before appointment
- State the sharing purpose of each file in one sentence.
- Clearly separate the current version from older documents.
- Ask in advance about the accepted file format and channel.
- Exclude unnecessary personal or confidential information from sharing.
- Discuss the format and expected date of feedback.
It was prepared with the support of artificial intelligence. The sources on which daily information is based are shown above; It is not a substitute for personalized expert evaluation.