Third-party Logistics Company (3PL) Peak Season Planning

Meeting Prep Checklist

Detailed review of the previous year's peak season performance
Research on latest market trends and projections for the upcoming peak season
Identification and analysis of potential challenges
Assessment of the company's growth and efficiency opportunities
Review of current resources and contingency plans
Exploration of enhancements in the transportation, warehousing, and distribution sectors
Definition of proposed KPIs
Establish a schedule for review and evaluation meetings

Meeting Agenda Template

• Review of previous peak season performance
• Discussion on current market trends and upcoming peak season projections
• Analysis of potential challenges and threats
• Exploration of opportunities for efficiency and growth
• Outline of resource allocation and contingency planning
• Examination of potential enhancements in transportation, warehousing, and distribution
• Formulation of key performance indicators (KPIs) for the upcoming peak season
• Schedule of review and evaluation meetings

Meeting Notes Template

• Notes on previous peak season performance and identified areas of improvement
• Points on market trends and projected growth for the upcoming peak season
• Document potential challenges and threats
• List of efficiency and growth opportunities
• Details on resource allocation and contingency planning
• Outline of enhancements for transportation, warehousing, and distribution
• KPIs for the upcoming peak season
• Review and evaluation meeting schedule

Meeting Follow-up Checklist

Document and share meeting notes, any recording/transcript in the CRM
Update contacts and opportunities according to the discussion
Send a follow-up email summarizing the key decisions and next steps
Share a summary of the meeting with colleagues and department heads
Schedule review and evaluation meetings as per decided timeline
Initiate research or actions on identified enhancements in transportation, warehousing, and distribution