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Meeting Documentation
Meeting facilitation guides, action tracking templates, and AI-powered transcript analysis
Meeting Documentation Framework
Types of Acquisition Meetings
- •Source Selection Board (SSB): Evaluation and selection decisions
- •Program Management Reviews (PMR): Status updates and milestone reviews
- •Technical Interchange Meetings (TIM): Technical requirements discussions
- •Contract Negotiations: Terms, conditions, and pricing discussions
- •Risk Review Boards: Risk assessment and mitigation planning
Critical Elements to Capture
- •Decisions made with rationale and authority
- •Action items with clear ownership and deadlines
- •Risks and issues identified during discussion
- •Changes to requirements or scope
- •Stakeholder positions and concerns
Documentation Requirements
- •Meeting purpose and objectives
- •Attendees with roles and organizations
- •Agenda items covered
- •Key discussion points and outcomes
- •Next steps and follow-up meetings
Meeting Types Guide
Pre-Award Meetings
Industry days, pre-proposal conferences, Q&A sessions
Evaluation Meetings
Technical evaluation, cost analysis, past performance
Post-Award Meetings
Kickoff meetings, IPRs, technical reviews
Special Purpose
Risk boards, change control, corrective actions