Communication Plan Report: Meowington Financial Services Analysis

This report provides a comprehensive overview of a business communication plan, specifically tailored for Meowington Financial Services. It begins by outlining the motive behind the presentation, which is to visually represent the communication plan and introduce new document suite templates for effective information sharing. The report emphasizes the importance of documentation in business operations, covering various types of essential documents such as company bylaws, meeting minutes, operating agreements, and more. It then delves into the specifics of creating an agenda, meeting minutes, memos, letterheads, and newsletters. The assignment also includes a sample communication plan, a timeline for change, and a Gantt chart to illustrate the implementation process. The report concludes with a discussion of communication planning, highlighting its significance in marketing and building a strong organizational reputation. The report also includes meeting agendas, minutes, and document templates to ensure effective business practices.

BUSINESS
PRESENTATION

MOTIVE (BRIEF)
The motive of conducting the presentation is to represent a visual
understanding of the communication plan and introduction of new templates
in the document suite that can be used for communicating plans and
important information sharing.
The communication plan is represented in form of presentation at the
summoned meet that will depict the templates introduced in the document
suite and their templates to use.

NEED OF DOCUMENTS
 The importance of documentation in business operations and
compliance.
 Documentation instils confidence within your business, among potential
investors and your clients.
 Documentation tells the story of a business; its origins, intent and the
journey it's taking to achieve its ambitions.

TYPES OF DOCUMENTS
REQUIRED
 Company by laws for corporations.
 Meeting minutes.
 Operating agreement for LLCs.
 Non-disclosure agreement.
 Employment agreement.
 Business plan.
 Memorandum of understanding.
 Online terms of use.
 Online privacy policy
 Apostille

AGENDA
An agenda is a list of meeting activities in the order in
which they are to be taken up, beginning with the call
to order and ending with adjournment. It usually
includes one or more specific items of business to be
acted upon. It may, but is not required to, include
specific times for one or more activities.

MEOWINGTON FINANCIAL SERVICES
MEETING AGENDA
Date: (date of meeting) Time:.(time of the meeting) Location: (location of the
meeting)
Meeting Title: <<meeting discussion topic>>
Meeting objective: <<expected outcome of the meeting>>
Attendees Present: <<number of members attending the meeting>>
Agenda Items:
Item name Presented by Description & Remarks Time
<<brief of overall plan>> <<responsible speaker-in-
charge>>
<<matter to be discussed>> <<allotted
time frame>>
Greet. Note of thanks.

MEETING MINUTES
Meeting minutes can be defined as written or recorded
documentation that is used to inform people of what
happened during the meeting and define the next step
planned. To write effective meeting minutes we should
include: The names of the participants. Agenda items.

MEOWINGTON FINANCIAL SERVICES
MEETING MINUTES
Opening: <<summary of the meeting topic>>
Attendees Present: <<number of invited members participated in the meeting>>
Attendees Absent: <<number of member invited but not attended the meeting>>
Approval of agenda: <<the authority-in-charge approving the agenda to be discussed in the meet>>
Approval of minutes: <<authority-in-charge approving the decided policies>>
Business from the pervious meeting: <<productivity obtained from last meeting>>
New business: <<scope of new clients and productivity>>
Additions to the agenda: <<any added points to agenda that was not planned>>
Adjournment: <<termination of the meeting with decided results>>
Minutes submitted by: <<responsible person to prepare the minute>>
Minutes approved by: <<responsible person to approve the decisions>>
Dismiss

MEMORANDUM
A memo or memorandum is a communication note
that records events or observations on a topic. Memos
are typically used within a business environment as an
interoffice tool and can serve many purposes.

MEOWINGTON FINANCIAL SERVICES
MEMORANDUM
To: <<addressing the person or authority who is the recipient of the memo>>
From: <<authority-in-charge preparing the memo>>
Date: <<date of preparing>>
Subject: <<topic of the memo>>
<<The contents of the memorandum are written here>>
Sincere greetings!

LETTERHEAD
A letterhead is the heading – usually at the top, of the
letter paper (or stationary). It typically includes the
company logo, company name, address, and contact
information. A well-designed letterhead acts like a
company pad that makes letter papers look much
more formal and professional.

MEOWINGTON FINANCIAL SERVICES [company logo]
Address: XXXX Phone: XXXX Email: XXXX
Date:
To:
Address:
Dear XXX,
______ Letter body_____
Sincerely,
[signature of the addressor]
Name and designation

NEWSLETTER
A newsletter is a printed report containing news
(information) of the activities of a business (legal
name; subscription business model) or an organization
(institutions, societies, associations) that is sent by
mail regularly to all its members, customers,
employees or people, who are interested in.

MEOWINGTON FINANCIAL SERVICES
NEWSLETTER HEAD
Topic 1:
<<sub parts of the
main letter head with
details of the news or
information>>
Pictures
Topic 2:
<<sub parts of the main
letter head with details of the
news or information>>
Key dates:
<<dates of events>>
Topic 3:
<<sub parts of the main
letter head with details of
the news or information>>

THANK YOU