This printed tabletop reference sheet is useful during meetings to keep key information in front of customers or attendees.
It usually includes things like:
- Meeting agenda
- Goals or objectives
- Key talking points
- Important data, charts or background information
- Decision items
- Discussion prompts
- Notes section
- Contact information or next steps
It is called a “placemat” because it is often laid out like a tabletop reference sheet in front of each attendee, similar to a placemat at a table.
Use for leadership meetings, customer meetings, planning sessions or sales meetings. It helps everyone stay aligned without flipping through a full packet or presentation.