Different situations

When do participants need clear ground rules?

MeetingAgreement fits situations where people need to understand and respond to what applies before a meeting, interview, workshop or other important interaction begins.

Sales and customer meetings

Clarify whether pricing, proposals, customer information and summaries may be documented or shared.

Digital meetings

Make recording, AI transcription, summaries and sharing clear when you meet in Teams, Zoom or similar tools.

Product and strategy

Set boundaries around roadmaps, prototypes, unreleased launches and internal decisions.

HR, interviews and research

Agree on recording, transcription, quotations, personal data and who may use the material.

Consulting and partnerships

Make access to notes, deliverables, decisions and customer material explicit.

Workshops and training

Clarify photography, recordings, shared boards, participant contributions and reuse.

Visits and demonstrations

State what may be photographed, documented or discussed outside the visit.

The same value in different situations.

Whatever the situation, participants should not have to guess what others expect and should be able to respond before the interaction begins.