Operational Review - Third-party Logistics Company (3PL) Template

Meeting Prep Checklist

Review previous meeting notes and progress reports
Gather recent operational data and performance metrics
Identify any operational issues or obstacles
Research potential solutions and best practices for identified issues
Prepare future operational plans and targets
Identify discussion topics and areas of concern
Set objectives and goals for the meeting
Invite relevant stakeholders

Meeting Agenda Template

  • Welcome and introductions
  • Review of the meeting agenda
  • Summary of previous operational progress
  • Detailed evaluation of operational performance
  • Discussion of operational issues and concerns
  • Sharing of solutions and best practices
  • Possible areas of operational improvements
  • Future plans and goals for operation
  • Open discussion and feedback
  • Agreement on next steps and upcoming milestones
  • Closing and recap

Meeting Notes Template

  • Attendees and their roles
  • Important points from the operational review
  • Identified issues and concerns
  • Proposed solutions and best practices shared
  • Areas for operational improvement
  • Plans and goals for future operation
  • Questions raised and answers provided
  • Agreed next steps and milestones
  • Key takeaways and closing notes

Meeting Follow-up Checklist

Add meeting notes, recording and outcomes to CRM
Update relevant contacts and opportunities
Send follow-up email to attendees with meeting summary and next steps
Assign tasks for necessary action items
Share the meeting summary with other team members
Review and update operational plans and goals
Schedule a follow-up meeting or review