Prepare for a first meeting with a new business leader I support
Prepares an HR business partner for a first meeting with a client leader, with questions, an agenda, and a follow-up plan.
The prompt
Help me prepare for my first intake meeting with a business leader I'll now support as their HR business partner.
Leader and their area: [role, team size, locations, what the function does]
What I already know: [business goals, recent changes, known people issues, history with HR]
Data I can bring: [headcount, attrition, engagement scores, open roles]
Meeting length: [e.g. 60 minutes]
My goals for the meeting: [e.g. understand priorities, build trust, agree how we'll work together]
Give me:
1. Agenda with timings.
2. Questions to ask - grouped by business priorities and pressures, team strengths and gaps, leadership team assessment, key talent and flight risks, culture and engagement, hiring plans, how they like to work with HR (cadence, communication style, decision-making).
3. What to listen for - signals of unstated priorities, people risks, or expectations of HR that I may need to reset.
4. Value I can offer early - 2-3 quick insights or actions based on what I bring.
5. Expectations to set - what HR does and doesn't do, confidentiality, how escalations work.
6. Follow-up email template summarizing what I heard, agreed priorities, and next steps.
7. 30-day plan to build on the meeting (skip-levels, data review, first deliverable).
Keep it collaborative - the goal is to be seen as a partner, not a policy enforcer.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Meetings prompts
What to fill in
- role, team size, locations, what the function does
- headcount, attrition, engagement scores, open roles
- e.g. 60 minutes
How this prompt is built
This prompt follows the Few-Shot structure (Few-shot prompting). A few-shot prompt includes one or more worked examples of the input and the output you want, so the model can copy the pattern instead of guessing it.
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