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Legislative template

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Meeting briefing sheet

A short prep sheet for staff-level or fast-turnaround meetings.

What this template is

A condensed briefing format for meetings that do not warrant a full memo — staff-level meetings, quick calls, drop-bys.

When to use it

Use when the meeting is short, the stakes are moderate, or the notice is under 24 hours.

The template

MEETING BRIEF — [Group] — [Date]

WHO: 
WHY THEY ARE HERE: 
HISTORY WITH OUR OFFICE: 
THEIR ASK: 
OUR POSITION: 
SAY THIS: 
DO NOT COMMIT TO: 
NEXT STEP:

Annotated example

WHO: State Association of School Administrators (12 districts in-state)
THEIR ASK: Support for full Title I funding in the approps request.
OUR POSITION: Supportive; already submitted a programmatic request.
DO NOT COMMIT TO: Specific dollar figures before the subcommittee marks.

What each section is for

  • Who: names and constituent status only.
  • Do not commit to: the most useful line on the page — write it every time.
  • Next step: assign an owner and a date, or it will not happen.

Common mistakes

  • Skipping the do-not-commit line
  • No named owner for follow-up
  • Using this format for a high-risk meeting that needs a full memo