Complex Transaction Weekly Meeting

A business meeting taking place with a diverse group of professionals discussing complex transactions, vibrant office environment, with documents and laptops in front of them

Complex Transaction Weekly Meeting Feedback Quiz

Welcome to the Complex Transaction Weekly Meeting Feedback Quiz! Your insights are invaluable in enhancing the effectiveness of our meetings.

Please take a moment to share your thoughts on the transactions discussion, its engagement level, and potential improvements:

  • Rate the helpfulness of the meeting
  • Evaluate your engagement
  • Share your preferences for meeting formats
15 Questions4 MinutesCreated by EngagingDialogue42
  1. How would you rate last week’s transaction meeting?
Extremely helpful to what I do
Somewhat helpful to what I do
Informative but not much helpful
Not related at all to my responsibility
How would you rate your engagement to last week’s meeting?
Fully engaged
I listen, mute and multi-task with other things
Somewhat engaged, will jump in whenever I see the need
No need to be engaged, as it is informational only
  1. Would your level of engagement increase if the cadence of the meeting changed from weekly to bi-weekly?
Yes
No
Do you rely on the transaction log to track your respective tasks and complete any associated work?
Yes
No
6. Do you find it useful and necessary for us to hold a weekly meeting to review the transaction log?
Yes
No
I prefer an email update in lieu of a weekly meeting
If you prefer an email update in lieu of a weekly meeting, would you be comfortable adding updates directly onto the transaction log with status changes relating to your respective items?
Yes
No
Choose an option that most accurately describes your current use of the transaction log
Must have - Heavily dependent on it to complete tasks
Nice to have - not dependent on the sheet
Informational only
Which department do you represent?
BTC Finance
CCNH-Finance
DRM
FOCIS
Legal
Tax
Trust Advisors
Trust Operations
Others
How long have you attended this weekly meeting?
Less than 1 year
1 year to 3 years
More than 3 years
What is your understanding about the purpose of this meeting?
A. To keep everyone informed about the status of complex transactions
B. To keep me updated about what I should do in my role to ensure the on-time delivery of the transactions
C. To provide what I know/do about these complex transactions
D. Not sure, I attend because I always attend
How important do you think it is to have a clear agenda and purpose of weekly recurring meeting?
Very important
Somewhat important
Not at all important
I am ok with this meeting so far
What do you think are the most valuable attributes of this recurring weekly meeting?
Real time update about the current status
Team Collaboration and interaction
Cross-department participation
Visibility of project/status owner
All of the above
Do you have any suggestions to make this meeting more valuable? (i.e. Format change, length of meeting,etc.)
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