Portfolio Project 08 · Virtual Assistant System

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Meeting notes template

Capture decisions and ownership

A concise structure separates discussion from commitments.

Planning meeting

September Content Planning

Date: September 10, 2026 · Attendees: Studio owner, coach, content assistant

Objectives

Approve October themes, assign production dates, and confirm the fall beginner campaign offer.

Decisions

  • Publish two YouTube videos and three short posts weekly
  • Use Start Where You Are as the October campaign
  • Lead with the beginner assessment instead of a discount

Action items

ActionOwnerDueStatus
Finalize first two scriptsContent assistantSep 14In progress
Confirm assessment availabilityStudio ownerSep 12Not started
Photograph Saturday classCoachSep 19Scheduled

Parking lot

Explore a winter walking-club partnership after the October campaign launches.