Virtual Assistant(Meeting Note)
MEETING AGENDA
Supportifly Company / Head of Operation
–––
DAY AND DATE
28/10/2024
Weekly Fundraising Planning Sync
–––
LOCATION
Zoom Conference Call
MEETING OBJECTIVE
John Smith, CEO(Team
Leader)
END TIME
2:00 PM
2:40 PM
MEETING TYPE
Align team efforts to achieve fundraising goals through weekly coordination and
planning.
MEETING REQUESTED BY
START TIME
FACILITATOR
MINUTE TAKER
Sarah Taylor, Head of
Operation
Planning Meeting
TIMEKEEPER
Rachel,Virtual Assistance
David Lee, Head of
Catering
ATTENDEES REQUESTED
John Smith, CEO(Team
leader)
Emily Chen, Head of
Tech and Audio-Visual
David Lee, Head of
Catering
Rachel, Virtual
Assistance
Emily Chen, Head of
Tech and Audio-Visual
Michael Brown, Finance
Manager
AGENDA
AGENDA ITEM
Call to Order
DESCRIPTION
Opening Remarks
PRESENTED BY
John Smith,
CEO(Team
Leader)
DURATION
2:00
Join Zoom Meeting
https://us04web.zoom.us/j/-?pwd
=McfkpOgD6a2Aos18YNyBoegF1xKdM9.1
Attendees
Rachel, Virtual
Assistance
1:00
Meeting ID:-
Passcode: 3qZh6b
Approval of Previous
Minutes
The minutes from the Weekly Fundraising
Planning Sync meeting on october 21, 2024,
were reviewed and:
● Approved as is: Yes
● Approved with revisions: No
Sarah Taylo,
Head of
Operation
5:00
Page 1 of 3
● Rejected: No
Approved by: John Smith, Emily Chen and
Rachel
Update on Action Items
From Previous Meeting
Follow up with sponsorship partners
provide financial updates
coordinate marketing materials for upcoming
events
Sarah Taylo, Head
of Operation
10:00
Officers' Reports
Update on audio-visual equipment and
technical requirements
Discussion of events streaming and recording
options
Emily Chen, Head
of Tech and
Audio-Visual
5:00
Other Reports
Update on budget and financial projections
Discussion of sponsorship and donation making
Other Reports
Update on menu and beverage options
Discussion of catering logistics
Main Motions
To launch a capital campaign to raise
$500,000 for the new community center
Announcements
Our annual fundraising gala will be held on
December 10, 2024 at the Villa Rose hotel
We have launched a new social media
campaign to increase awareness and
engagement
The next board meeting is scheduled for
November 4, 2024
John Smith,
CEO(Team
Leader
2:00
Any Other Business
Staff Appreciation, New Volunteer, Upcoming
Workshop, Holiday hours
Sarah Taylor,
Head of
Operation
3:00
Closing Remarks
Thank you everyone for your active
participation and valuable contributions to
today’s weekly fundraising planning sync
meeting.
The Key points
Emily Chen: Finalize logistics and venue
arrangements by friday
David Lee: Confirm catering options and
logistics by monday
Rachel: Provide updated financial projections
by next wednesday
John Smith,
CEO(Team
Leader
2;00
Michael Brown,
Finance Manager
2:00
David Lee, Head
of Catering
5:00
Michael Brown,
Finance Manager
3:00
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ADDITIONAL INFORMATION
Action Items
ACTION
OWNER
DUE DATE
finalize logistics and venue
arrangements
Sarah Taylor, Head of Operation
October 27, 2024
Confirm catering options and
logistics with vendor
Provide update on financial
projections
David Lee, Head of Catering
Michael Brown, Finance Manager
October 30, 2024
November 1, 2024
Decisions/ Resolutions Made
The fundraising event will be held on December 10, 2024 at the Villa Rose hotel.
Rachel will provide updated financial projections by November 1, 2024
Emily chen will coordinate volunteer training sessions to ensure efficient event execution
The team resolved to increase fundraising goals by 15% compared to last year’s event
Special Notes
The fundraising event’s purpose is to support local community programs
The event’s success relies on collaborative teamwork
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