1. PREPARATION CARD FOR OFFICIAL ENGAGEMENT OR MEETING
Page 1
PREPARATION CARD FOR OFFICIAL ENGAGEMENT OR MEETING
Name:
DTG:
Copy _______ of _________
Opening comments
Background
Thanks/Regrets
Introductions
Purpose of Meeting:
Build Relations
Gain Support
Initial Topics of discussion
Talking Points 1. 2. 3. 4.
Insert Picture
IO Themes/Messages
Your Bottom line: 1. 2 2. 3 4. 3.
His Bottom line: 5.

2. Relationship Building Topics
Page 2
Intended Outcomes
Partner’s Intended Outcomes
Possible Impasses
Impasse Strategy
Order of Events
Relationship Building Topics
Exit Strategy