REAL ESTATE SERVICES

INTERNSHIP MANUAL

Procedure and Guidelines for the

Real Estate Services Internship Program

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Preface The Internship Manual is a guide to assist students who wish to participate in the Real Estate Services (RES) internship program. In order to carry out a complete evaluation of our internship program. It is essential that upon the completion of an internship that internship coordinators, work supervisors and interns complete and submit the evaluation forms. This will help us to evaluate participants’ internship experience and the effectiveness of the overall program. It is important to us to obtain your feedback on this internship program. We request that you provide suggestions to help us optimize the program to provide a valuable experience for participants and the RES. Our goal is to broaden our program and to continue to provide internships that challenge and supplement the academic experience of students at University of Colorado Boulder. Rebecca Fell Director of Real Property Asset Management Real Estate Services

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CONTENTS Page No.

Preface 1 Table of Contents 2 I. DEPARTMENT OVERVIEW 3

Mission and Vision 3 Culture 3 Organization Chart 4 Department Roles 5

II. GOALS OF THE INTERNSHIP PROGRAM / CHECK LIST – APPENDIX - Form 1 5

III. POLICIES OF THE INTERNSHIP PROGRAM 6 Intern Eligibility 6 Location 6 Timeliness 6 Inclement Weather 6 Incident Report Policy and Procedure for Injury or Harm 6 Discrimination and Harassment 7

IV. ROLE EXPECTATIONS & RESPONSIBILITIES 7 Intern 7 Work Site Supervisor 7

V. GUILDEINES FOR WORK SITE SUPERVISORS 8 Assistance with Learning Contract 8 Orientation 8 Evaluation 8

VI. GUIDELINES FOR INTERNS 9 Why complete an Internship 9 Requirements for the Internship Program 9 Tips for Maximizing The Internship 9 Problems During The Internship 10 Keeping A Journal 10 Gathering Career Information 10

VII. BACKGROUND CHECK 11

VIII. APPENDIX 12 Internship Checklist – Form 1 13 Job Description - Form 2 14 Internship Agreement – Form 3 and 3.1 15-17 Professional Learning Goals – Form 4 18 Intern Competency Evaluation – Form 5 19-20 Internship Evaluation – Form 6 21-22 Meeting Agenda Template – Form 7 23

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I. DEPARTMENT OVERVIEW

Real Estate Services (RES) operates under the supervision of the Vice Chancellor of Infrastructure & Sustainability.

RES is responsible for managing 13 properties located on the main and east campuses. The Research Building System has approximately 1.2 million gross square feet of building space, typically leased to university, governmental, not-for-profit and private affiliated research organizations. We also own and manage eight student houses in the Grandview Development.

Services include leasing of facilities, asset and property management, acquisitions, capital renewal and replacement, real estate consulting, strategy, long-term planning, off campus and internal leasing.

Mission To provide real estate services while developing mutually rewarding relationships with our customers.

Vision To provide a full-service real estate development and asset/property management department that provides a lasting value to the University and community. We recognize the need to be sustainable, flexible, and entrepreneurial to meet the humanitarian, social and technological challenges of today’s educational environment.

Department Culture

We believe in teamwork, collaboration, diversity, inclusivity, innovation, professionalism, and thoughtful work and strategic planning. We endeavor to preserve and enhance our reputation for integrity though all of our actions.

Through Real Property Enhancement Stewardship

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Real Estate Services Organizational Chart Department Overview

Department Roles: Derek Silva, Executive Director of Real Estate Services – Implements mission-driven

real estate use and development strategy. This strategy includes: (i) acquisitions of land, buildings, mixed-use properties, assemblages of land and buildings for future university development, (ii) strategic planning, (iii) land use and (iv) overall direction of the RES.

Rebecca Fell, Director of Real Property Asset Management – Responsible for

managing the RES’ real estate portfolio, transactions and leasing, creation and implementation of office systems and procedures.

Steven Stasica, Senior Property Manager – Manages day-to-day portfolio operations, tenant relations and the portfolio’s expenses to stay within budget.

Daniel Greenberg, Financial Analyst – Creates and prepares detailed portfolio financial analysis and pro forma modeling for various real estate and development projects.

Kimmi Pepitone, Real Estate Tenant Coordinator – Provides general administrative support for RES staff and assists Senior Property Manager.

Senior Vice Chancellor and Chief Financial

OfficerKelly Fox

Vice Chancellor for Infrastructure and

SustainabilityDavid Kang

Executive Director of Real Estate Services

Derek Silva

Director of Real Property Asset ManagementRebecca Fell

Senior Property Manager

Steven Stasica

Real Estate CoordinatorKimmi Pepitone

Financial AnalystDaniel Greenberg

Real Estate Services Summer 2019 Intern

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II. GOALS OF THE INTERNSHIP PROGRAM

The RES internship program is a structured opportunity that allows CU students to apply acquired academic skills and knowledge in the workplace. The experiential education based on a set of specific learning objectives helps students to prepare to meet career responsibilities after graduation. The goals of the program are:

To allow students to apply, evaluate, and integrate academic knowledge and

theoretical concepts in a professional work setting.

To develop and expand students’ knowledge about themselves and their abilities, goals, and career interests in a professional work setting.

To expand students’ awareness of the world beyond the campus by exposure to the world of commercial real estate from the perspective of a public university in its interactions with internal university departments as well as with public and private entities.

To provide students with valuable commercial real estate experience related to the diligent acquisition, discernment, and use of information and evidence in making decisions, solving problems and achieving goals in a university real estate office.

III. POLICIES OF THE INTERNSHIP PROGRAM

Intern Eligibility To be eligible for consideration for the placement in the RES internship program, interns must: be a current University of Colorado Boulder undergraduate;

be in good academic standing to apply for an internship; have cumulative grade point average of at least 2.5;

be a sophomore, junior or senior; have a strong academic background, preferably in business or real estate; and be self-directed and motivated.

Internship Checklist – See Appendix Form 1 Location Real Estate Services - 1540 30th Street, Room 101, Boulder, CO 80309 https://goo.gl/maps/isCUYapNLYH2 The interns are required for managing their own transportation.

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Timeliness The submission deadline for application: March 20, 2019.

Intern must comply with hours set with work supervisor and notify supervisor if there

is a conflict. Supervisor and intern will agree on appropriate notification regarding a scheduling conflict or requested time off.

The work supervisor will outline all deadlines for completion of work.

Inclement Weather/Campus Closures During times of inclement weather, interns should contact their work supervisor for information on whether the site will be open, delayed, or closed and adjust their schedule accordingly.

Incident Report Policy and Procedure Interns are required to report and document any incidents, occurring on the job or in connection with the performance of internship responsibilities that may potentially lead to personal injury or harm to oneself or others. When such an incident occurs, interns are required to report the incident immediately to their work supervisor. Refer to On the Job Injury (OJI) Eligible and Non-Eligible Employees: http://www.cu.edu/risk/lost-time

Non-Eligible

• part-time employees (This may include 9 month faculty) • student workers • student interns • retirees

If an employee is NOT eligible and the waiting period has been met, URM will pay the employee directly based on the number of hours lost at 66 2/3 percent of their normal salary on a bi-weekly basis as defined under Colorado Workers’ Compensation law.

Discrimination and Harassment Policy Resources are available if you think you may have been discriminated against or sexually harassed. Refer to https://www.colorado.edu/institutionalequity/harassment

https://www.colorado.edu/studentemployment/policies All CU employees and students are encouraged to report incidents or concerns to their supervisors and/or to OIEC. Supervisors have a mandatory obligation to report incidents or concerns.

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IV. EXPECTATIONS AND RESPONSIBILITIES Intern The intern will complete and execute both an Intern Agreement and a learning

contract that defines the nature of the work experience and learning objectives (the “Learning Contract”). Though the Learning Contract is collaboratively developed with the intern coordinator and the work supervisor, the intern needs to reflectively plan for the internship since it represents another aspect of his/her academic program. The internship experience reflects a level of professional rigor comparable to the academic rigor encountered in the classroom.

The intern must complete all of the work stated in the Learning Contract, including, at

upon completing the internship, the completion and submission of an evaluation of the intern’s experience.

Work Site Supervisor The work supervisor must assist with developing and agree to the terms established

in the Learning Contract.

The work supervisor will take an active role in mentoring and guiding the intern to help meet learning goals, and shall generally be available for meetings or conversations with both the intern and the intern coordinator.

The work supervisor will complete the evaluation forms in a timely fashion and return

them to the intern coordinator.

V. GUIDELINES FOR WORK SUPERVISOR

The work supervisor is responsible for the intern’s work activity and schedule. The work supervisor will facilitate the transition between the academic environment and the workplace, thus providing an opportunity for the intern to expand his/her education and experience beyond the classroom.

Assistance with learning contract Assist intern in developing the Learning Contract, which is an outline of what he/she

intends to learn and accomplish during the internship. The Learning Contract is an effective way to establish memorialize agreement about mutual intentions and expectations for the internship, and to establish criteria for supervision and evaluation.

Orientation RES will share literature and some pertinent documentation to intern in advance to

save time. This material will help the intern understand where his/her position fits in the “big picture” of the RES.

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The work supervisor and intern will discuss reporting time and place, hours, dress,

degree of independence, on-the-job supervision, and confidentiality. Evaluation A prompt return of the evaluation form by the intern is required at the end of the internship.

The work supervisor will also complete an evaluation of the intern at the end of the internship. This evaluation will include topics such as: 1. Did the intern perform as expected?

2. How did the intern’s performance compare with people in comparable positions? 3. What will the intern face as a professional, and what sources of information to

anticipate potential concerns?

VI. GUIDELINES FOR INTERNS

What are the benefits of participating in an internship? Provides an opportunity to explore career fields through first-hand experience prior to

graduating and entering the workforce.

Promotes development of confidence, maturity, responsibility, and skill in interpersonal relations.

Increases the development of decision-making and analytical skills through

experience in actual work environments working with experienced professionals.

Creates a better understanding of theory through actual application in practice. Assists to illuminate the correlation between academic coursework and on-the-job

application.

Provides professional experience to include on resume, which can significantly improve marketability to future employers.

Provides useful contacts and industry exposure that may increase future

employment opportunities.

Requirements of The Internship Program Complete Internship Agreement – Form 3.1

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Complete the professional learning goals – Form 4 Complete Evaluation of Internship – To be determined by the Director of Real

Property Asset Management – Real Estate Services Tips for Maximizing The Internship 1. Make a positive, professional first impression

• Dress appropriately (business casual) • Always be prompt – arrive to work on time • Maintain a positive attitude • Follow department and university rules and regulations • Respect the time of others

2. Orientation

• Read everything you can about the department • Introduce yourself to co-workers and others • Make a list of questions so that you can use your supervisor’s time wisely

3. Getting the job done

• Schedule your time; keep a to-do list • Ask questions and ask for help when are unsure or need clarification • Space out your tasks; one big task can be broken down into stages • Pace yourself. Too much enthusiasm at first may overwhelm you and leave you

burned out at the end.

Problems During The internship 1. Pressure. Meeting deadlines is your responsibility, but if the pressure to finish

assignments on time begins to overwhelm you, please let your supervisor know. The quality of your work is as important as the time element. The best planning can fall through, so do not be afraid to say you cannot finish on time or think that the project is too much for you to handle.

2. Overtime. Your commitment to the department may demand that you put in extra

work. It is your responsibility to balance internship expectations with personal life outside of work. If you experience a time conflict or uncertainly about work hours and time expectations, talk with your supervisor and negotiate a solution that takes into account both your needs and those of the organization.

Keeping a Journal – Optional A journal can be on the of the most effective learning tools in an internship; helping you to monitor your own learning; record problems and solutions and keep track of new information.

1. A log: Time frame of activities

2. Recording of questions. No fewer than three each day

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3. Recording of perceptions. What did you observe? How does your position fit into the

entire system? How well does your academic theory coincide with reality? 4. Recording of feelings. Most interns go through several phases from being the

uncertain observer to feeling “part of the establishment,” to experiencing boredom and inertia, to assessing the placement as a critical outsider.

5. Discussion section. Take one facet of the week’s experience and deal with it in

detail, or view the week’s experience in its totality. 6. New vocabulary journaling. Each internship environment has its own specialized

language. The act of writing down new terms can assist you in assimilating new concepts, understanding the scope of the work and communicating more succinctly.

VII. BACKGROUND CHECK

This offer is contingent upon the successful completion of a [criminal, and/or motor vehicle] records background check and an Excluded Parties List System check. Please note that all employees are required to self-disclose post-employment criminal convictions or felony charges filed against them within three business days of the conviction or felony charge to the Human Resources Background Check Coordinator (hr-bgc@colorado.edu). Employees with driving responsibilities are also required to self-disclose suspension or revocation of a driver’s license within three business days. Employees failing to self-disclose may be subject to disciplinary action, up to and including termination. Your signature on this letter form represents your agreement to comply with this self-disclosure requirement. You will receive an e-mail from a university staff member through our external vendor, HireRight Customer Support (customersupport@hireright.com), which will direct you to complete the authorization form on-line. The background check must be completed prior to employment. [OR] You have already complied with the background check requirements for this position.

[Note: background check requirements are dependent upon the type of position and appointment. See the Background Check Policy for further information. If unclear about background check requirements for this position or whether the employee has completed these requirements, please contact Employment Services.]

VIII. APPENDIX

The forms following this cover sheet have been adapted from published sources of various institutions and organizations through the internet.

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Internship Checklist Form 1

ADMINISTRATIVE LEASING MARKETING

Computer software system Tour the property w/ a prospect Analyze the effective market area

Email Applicant processing Pricing

Revenue collection Lease renewals Understanding the competition

Accounts payable Resident retention Shopping comps

Marketing/leasing Lease management program

Maintenance Occupancy/vacancy

Electronic reports MAINTENANCE

Post rent Maintenance shop organization

Make bank deposits GRANDVIEW HOUSING Preventive maintenance

Process invoices Service requests Daily procedures

Computer Software System

Reporting requirements

Resident complaints/concerns Grounds

Budgets Move-in process Service requests

Monthly financial statements Move-out process Building inspections

Process a security deposit refund Seasonal requirements (lawn, snow)

RISK MANAGEMENT

LEGAL

Documentation

Insurance requirements; Certificate of Insurance

Minimize liability issues

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JOB DESCRIPTION Form 2

The Real Estate Services (RES) Internship is designed for current University of Colorado Boulder undergraduates seeking a career in commercial real estate. The intention of the internship program is to provide insight into the university operations and commercial real estate as well as to develop valuable skills, facilitated by working alongside talented professionals. The internship program accelerates learning and development by providing you with a strong foundation upon which to build a commercial real estate career. Program participants will partake in projects and activities designed especially for interns. Essential duties may include: • Assist in property management operations • Analyze financial reports • Contribute to drafting leases & licenses • Learn about Asset Management • Assist with site inspections • Exercise due diligence collection and review • Assist with marketing campaigns

Qualifications: • Candidate must have a strong academic background, preferably in business or real estate. • Sophomore, junior or senior at University of Colorado Boulder • Minimum GPA of 2.5 • Self-directed • Self-motivated

Required Competencies: • Advanced knowledge of Microsoft, Excel, Word and Power Point • Familiarity with real estate terms and financial concepts • Strong organizational skills with a focus on accuracy and thoroughness • Ability and desire to work in a team environment and treat others with respect Additional Information: • Program runs from May to August • $12 to $15 per hour (pay range determined by experience and education) • The intern will work in conjunction with the Financial Analyst in the execution of the duties

described above • RES will make reasonable efforts to accommodate the intern’s class schedule • The internship does not guarantee a job offer upon completion Submission deadline for application is March 20, 2019. Please submit a cover letter and resume to kimberly.pepitone@colorado.edu and daniel.g.greenberg@colorado.edu.

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INTERNSHIP AGREEMENT Form 3

An internship is a unique learning experience that integrates studies with practical work. This agreement is written by the intern in consultation with the work supervisor. It will define the educational purpose of the internship and ensure an understanding of the total learning experience among the principle parties involved.

Contact Information

Intern

Name: ________________________ Student ID#______________ Class Year: ________

Address: _________________________________________________________________

City, State, Zip Code: _______________________________________________________

Phone: ______________________________ Email: ______________________________

Start Date: ________________ Pay Rate: ______________ Schedule: ____________

Work Supervisor Name: Daniel Greenberg, Financial Analyst Email: daniel.g.greenberg@colorado.edu (303) 492-6884 Department: Real Estate Services Internship Address: 1540 30th Street, Room 101, Boulder, CO 80309

Leeds School of Business Real Estate Program Internship Coordinator Name: Jennifer Smoot, Real Estate Program Manager, Leeds School of

Business Email / Phone: jennifer.smoot@colorado.edu (303) 492-4194 Campus Address: Koelbel Building, 995 Regent Drive, Boulder, CO 80309

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INTERNSHIP AGREEMENT Form 3.1

THIS INTERNSHIP AGREEMENT (hereinafter referred to as the “Agreement”), is made on May xx, 2019, by and between University of Colorado Boulder Real Estate Services (RES) (hereinafter referred to as the “Department”) and Name of Intern (hereinafter referred to as the “Intern”) of Leeds School of Business at University of Colorado Boulder.

WHEREAS, the Department is desirous to obtain the services of the Intern for an internship position (hereinafter referred to as the “Internship”) with the Real Estate Services for the purposes of gaining valuable knowledge and experience within the Real Estate Industry, and the processes related to facilitating university & Commercial Real Estate;

WHEREAS, the Intern is desirous to provide the Internship Services to the RES to obtain valuable learning experiences in the areas in which the RES operates pursuant to the terms and conditions contained herein;

NOW THEREFORE THIS AGREEMENT WITNESSES, that for good and valuable consideration of the mutual covenants and agreements contained herein, the receipt and adequacy of which is hereby acknowledged, the RES and the Intern hereby covenant and agree as follows:

DESCRIPTION OF INTERNSHIP 1. The main purpose of the Internship is to provide the Intern the opportunity to acquire practical

and theoretical knowledge with respect to the university and commercial real estate field.

a. The Internship shall consist of the Intern performing the following Internship Services:

i. Performing the assigned duties related to the process and documentation preparation for commercial real estate services transactions.

2. Daniel Greenberg shall be the direct supervisor of the Intern throughout the duration of the

Intern’s Internship with the RES and the Intern shall report to the Intern’s supervisor at all times throughout the duration of the Internship.

3. The Internship shall commence in May 2019 and shall end in August 2019 (actual dates are negotiable).

4. The Intern shall perform the Internship Services during the days of Monday through Friday

and the hours of 8:00 am to 5:00 pm (Hours and days are flexible and can be negotiated with supervisor)

5. The Intern agrees that he/she shall comply, at all times, with the policies, rules and regulations

of RES and the University of Colorado while performing the Internship Services contemplated herein.

Internship Agreement – Page 2

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6. In the event the Intern breaches any of the rules or regulations of RES or commits any act of serious misconduct, the supervisor of the Intern reserves the right to immediately terminate this Agreement without prior notice to the Intern.

7. The Intern shall at all times keep the information relating to RES confidential and shall not at any times divulge any information relating to RES, its operations or clients to any third party without the prior written consent of the Executive Director of Real Estate Services. This condition shall survive the termination of this Agreement.

8. RES agrees that it shall take all reasonable steps necessary to ensure that the Intern’s Internship with RES provides valuable experience and information relevant to the Intern’s needs and expectations as set forth in the Learning Contract.

9. RES will not reimburse the Intern for any out-of-pocket expenses incurred in relation to the

performance of this Agreement, unless pre-approved by the supervisor.

IN WITNESS WHEREOF the parties have duly executed this Agreement under their hands and seals as of the day and year first written above.

INTERN Name of Intern University of Colorado Boulder Department of Real Estate Services Daniel Greenberg Financial Analyst

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PROFESSIONAL LEARNING GOALS Form 4

Intern Name: _______________________________ Internship Position: Real Estates Services Intern Internship Site: Real Estate Services Internship Dates: ________________________ Directions: Interns complete all three columns for each section with their supervisor at the start of the internship. Intern/supervisor review halfway through the internship experience. Goals and learning outcome

Action plan Evaluation and outline of actions/outcomes met

TRANSFERABLE SKILL OBJECTIVES – List transferable skills you hope to gain through your internship experience. These can be soft skills, personal skills, or specific professional skills. Skill Objective Activities to support learning or

enhancing the identified skill set In the first column

Anticipated manner of evaluation, may involve the supervisor’s participation

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PERSONAL DEVELOPMENT OBJECTIVES – Think about goals that will further your personal growth. Though these could be work-related or academic, they also should be related to your professional aspirations. Improvement goal in the context of work

Techniques to achieve the objective in the timeframe

Set a method of demonstrating competence

CAREER DEVELOPMENT OBJECTIVES – It is important to learn more about the field you are potentially interested in pursuing. Think about what you need to improve to be successful in that field in the future. . Career related ideas beyond tasks in the internship

Specific ideas and steps that support the idea/objective

Ways to verify the ideas and steps

___________________________________ ___________________________ Intern Signature Date ___________________________________ ___________________________ Supervisor Signature Date

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INTERN COMPETENCY EVALUATION Form 5

Real Estate Services Internship Evaluation (To be completed by RES Internship Supervisor) Intern’s Name _________________________________ Date ___________________ Supervisor Name: Daniel Greenberg A. Goals and Objectives

This part of the evaluation form pertains to the goals and objectives developed at the start of the internship.

1. Were the goals and objectives prescribed for the internship realistic and obtainable?

2. Did the intern strive to accomplish the goals and objective while employed at this internship

position?

3. In your opinion, did the intern fail to meet, meet or exceed the goals and objectives of this internship position?

B. On-the Job Performance:

1. Evaluate the intern’s on the job performance using a scale of 1 to 5 as outlined below. 1 Excellent 2 Above Average 3 Average 4 Fair 5 Poor N/A Any criteria which does not apply

2. Job Performance a. Comprehended instruction b. Demonstrated ability to organize and schedule work c. Took responsibility for tasks assigned/self-starter d. Required minimum supervision once a task was explained e. Completed tasks in a satisfactory and timely manner f. Demonstrated interest and initiative in assignments g. Accepted criticism and modified behavior when required

3. Communication skills:

a. Demonstrated good verbal communication skills with Clients Fellow workers Supervisors and management

Intern Competency Evaluation

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Page 2

b. Demonstrated good written communication skills Yes No

4. Demonstrated the following desirable personal tasks:

a. Mature attitude b. Reliability c. Cooperation d. Appearance and personal habits

END

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INTERNSHIP EVALUATION Form 6

Internship Evaluation Form (To be completed by the Intern) This form is for the intern to assess their internship experience. At the conclusion of the Internship, by the end of the semester or summer term, complete this form and give it to Leeds School of Business Internship Coordinator. Intern’s Name: ______________________________Signature _________________________ Date________________ Internship Department / Supervisor: Real Estate Services / Daniel Greenberg Please circle the number that best reflects your level of agreement/disagreement with each of the following statements. 1 = strongly Agree; 5 = Strongly Disagree I achieved my learning goals during the internship. 1 2 3 4 5 Through my duties, I received training in a profession/field related to my studies.

1 2 3 4 5

I experienced the realities of working in the profession/field. 1 2 3 4 5 I successfully completed my assigned responsibilities and duties. 1 2 3 4 5

Evaluate the following aspects of your internship by circling the number that best reflects your experience. If the aspect does not apply, leave it blank. 1 = Outstanding; 5 = Unsatisfactory. Work Environment: Clarity of organizational structure 1 2 3 4 5 Access to necessary materials and/or equipment 1 2 3 4 5 Collegiality/friendliness of the employees 1 2 3 4 5 Attitude of respect for interns 1 2 3 4 5

Support and Feedback: From your supervisor 1 2 3 4 5 From other employees with whom you interacted 1 2 3 4 5

Opportunity to be Creative: Willingness of others to consider your ideas 1 2 3 4 5

Interaction with Others: Opportunity to contribute to a team project 1 2 3 4 5 Questions were encouraged and answered 1 2 3 4 5 Access to one or more mentors (supervisor or employees) 1 2 3 4 5

Overall Evaluation of Internship (circle one): Superior Excellent Satisfactory Unsatisfactory Intern Evaluation Page 2

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What aspects of your internship helped you to develop a new soft skill* and a new technical skill and how might you apply this in your future profession? *soft skill = Communication, Decision Making, Self-Motivation, Leadership, Problem Solving, Time Management.

___________________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________ What aspects of this internship did you find challenging and what steps or strategies/methods did you use to meet this challenge? ___________________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________ ___________________________________________________________________________________

Please provide feedback to improve the RES Internship Program: ______________________________ __________________________________________________________________________________

__________________________________________________________________________________

__________________________________________________________________________________

__________________________________________________________________________________

__________________________________________________________________________________

__________________________________________________________________________________

__________________________________________________________________________________

MEETING AGENDA EXAMPLE

Form 7

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1. Getting Started

• Solicit and answer intern’s questions • Identify hot issues list to discuss today

2. Review and evaluate the results of the “Action Plan” from last week • What happened? • What results were accomplished? • What problems were encountered?

3. Update and review of all current projects/tasks • What is the latest progress? On track? Delayed or off-track? • What support is needed? • What next steps related to these projects should we include in our action plan?

4. Evaluation of work, did we accomplish what we set out to do? 5. Summarize plans and actions

Action Plan for Week of __________ to_____________

Action Steps (what you will do) When you will do it

Action Plan for Week of __________ to_____________

Action Steps (what you will do) When you will do it