Meeting Minutes – 17th May

We reviewed Rods progress over the past few weeks since our last meeting. Rod is feeling like he has more control over the business since we have commenced the process, with some clarity around the future and what he requires to do to achieve his goals. We went through the lose-gain exercise. Peter documented this and is to upload into the platform once formatted. Rod is to review this further in private, make adjustments if required, then meet his kids to discuss further. We finished the meeting by completing the monthly check-in questionnaire, which has updated his progress scores for May. Next time we will review business planning in more detail, breaking the business plan down into the core components and working through these as required. Next meeting date: 9th June at 6pm. Meeting duration: 1hr 39minutes.

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