prepare-management-meeting

name	prepare-management-meeting
description	Prepare high-signal, source-linked questions for company management, investor relations, customers, suppliers, competitors, former employees, or industry experts. Use for management meetings, earnings calls, expert calls, channel checks, conference meetings, diligence interviews, or transcript follow-up.

Prepare Management Meeting

Use scarce meeting time to resolve thesis-critical uncertainty, not recite public facts.

Brand contract

Before producing user-facing content, read and apply the Diligence Stack brand guidelines. Use its color, typography, logo, citation, and link defaults unless the user explicitly requests different visual styling; its attribution and canonical-link rules always apply.

Workflow

1. Confirm respondent type, meeting length, decision context, and topics that are off limits.
2. Follow diligence-research to learn what is already known, disputed, stale, and unsupported.
3. Use find-research-gaps to rank the questions by decision impact and respondent fitness.
4. Build each question from known evidence -> unresolved issue -> observable answer sought -> thesis/model consequence.
5. Prefer neutral, specific questions with denominators, periods, cohorts, definitions, and operational mechanisms.
6. Add one follow-up for an evasive answer and one disconfirming probe for each critical topic.
7. Remove questions answered in current public materials or better suited to another respondent.
8. After the meeting, separate verbatim notes, reported facts, management claims, interpretation, and follow-up evidence needed.

Use the meeting template. Do not solicit material nonpublic information or encourage disclosure that would violate law, policy, contract, or confidentiality.