PREPARATION & ACTION · PLANNED

Have a clear plan for a ready-to-use meeting room

A room can look ready while still missing the one thing a meeting needs. A preparation brief should describe the expected experience: enough seats, a working display connection, the correct layout and a clear way for guests to find the room.

Available today: Read this planning guide. This task cannot yet be booked or paid for through ProofTerra.

Illustrative room preparation: a registration table, directional sign and rows of chairs in an event venue
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WHEN IT HELPS

A request with a purpose.

Team workshops, training sessions, client visits and small events where several details must be ready before participants arrive.

THE REQUEST BRIEF

What to include.

  1. Give the authorised access window, room, start time and participant count.

  2. Choose the seating layout and list supplies, refreshments and accessibility requirements.

  3. Name the equipment checks that can be performed without accessing private accounts or files.

  4. Set a ready-by deadline and a contact for missing supplies, access issues or layout changes.

REVIEW THE OUTCOME

What counts as a useful result?

An agreed setup checklist, photos of the room arrangement and separate confirmation of the checks actually performed. Equipment being present is not proof it works.

Know the limits.

Physical meeting and event preparation is planned. Venue booking, catering purchases and access to an office are not included in the current photo-check workflow.

Common questions.

Can I ask for both preparation and photos?

A future execution brief can include both. The preparation is the task; the photographs are part of how its completion is reviewed.

What should happen when supplies are missing?

Report the shortage against the checklist. Buying replacements needs an approved budget and permission; it should not be treated as an automatic part of room access.

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