⚡️ memo templates

A library to be more efficient today

Monthly note

Description

The Cocoom monthly note template brings together the key elements for guiding your management committee.

How to use it?

Each month, appoint a member of the management committee to fill in all the expected information. He or she will then be able to introduce an additional surprise topic to be discussed (idea, innovation, method, difficulty…). This note should be short and should cover the same topics each month.

Preparation for the Board

Description

Synthesis memo for the preparation of board meeting.

How to use it?

Link your presentation file, we advise you to put a link to the hosted file in MS Teams or One drive if you have them. The methodology proposed here helps you to define the 3 topics to be discussed and the 3 decisions that must be taken at the very least.

Vision over the quarter

Description

A one-page view of the main actions and issues per department for your company.

How to use it?

Ask each department manager to provide the 3 objectives/actions accompanied by 3 key figures to share for the coming quarter. This is a recurring template that will be duplicated from quarter to quarter and will allow you to track your objectives over the year.

Board Report

Description

A memo to record the decisions and commitments made at the last committee.

How to use it?

Share your notes (Teams, Aster…) or the updated meeting support and synthesize the 3 main decisions and 3 commitments you made during this committee. It will serve as a basis for the preparation of the next one.

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