Building out a new function at my company, top 15 bank in the US, and scheduled a 90 minute meeting last week for today. Invite included an agenda and a teams link to the document we would be reviewing. Also asked for attendees to review ahead. 20 minutes in, my co-worker exclaims while I’m mi-sentence we should meet Thurs. after having a chance to review content… WHAT?! What should I have done in that situation?

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I shall fire her (Which I can’t) and hire better co-workers (which I also cannot) immediately (in 7-10 business years, maybe)

1. Attached the document, not a link - hardly anyone reads info in the body of an invite and even fewer will click a link
2. Sent an email with the attachment
3. Sent a reminder the day before to read (with attachment) - no one reads a week in advance and especially if they have to click a link to access the doc

And seeing as you’re new, had some intro coffee chats (virtual/in person) to get to know what people are like and what they do

In real time, find a new time for Thursday, update the invite and call it a day

It is team expectation to set agendas and include attachments and links. This meeting was with my team, it should’ve been done.

I am also not new, it’s been almost 2 years and the meeting was with my team lead and co-worker. New function, not new faces.

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