A project manager at a UK consultancy runs a team meeting to review progress on a major client account — and then follows up by email.
Meridian Consulting is a business consultancy based in Birmingham, UK. The company has 180 employees and works with corporate clients across Europe. On Tuesday, 18 September, the Project Manager, Ms Rachel Adeyemi, runs the Quarterly Review Meeting for the Hartfield Bank account — the company's largest client, worth £2.4 million per year.
The meeting starts at 9:30 am in Conference Room 3 and is scheduled to run until 11:00 am. Attending are: Rachel Adeyemi (Project Manager), Marcus Webb (Senior Analyst), Priya Nair (Communications Lead), and Tom Bradley (Finance Coordinator).
🗣 Meeting Extract — Quarterly Review
Rachel:Good morning, everyone. Let's get started. As you all know, we're here to review progress on the Hartfield Bank account for Q3. Marcus, can you give us an update on the data analysis?
Marcus:Certainly. We've completed 78 percent of the analysis so far. We're on track to deliver the final report by the 30th of October — which is the agreed deadline. However, we do have one issue: we're still waiting for the client to send us the transaction data from July. Without it, we can't complete section four.
Rachel:That's a concern. Tom, can you follow up with Hartfield's finance team today?
Tom:Of course. I'll send them a reminder email this afternoon and copy you in. If we don't hear back by Friday, I suggest we escalate to the senior account manager.
Rachel:Agreed. Priya — what's the situation with the client presentation?
Priya:The presentation is ready. I've prepared 24 slides covering the key findings, three recommendations, and a summary dashboard. I'd like to do a dry run with the team on the 25th of October, two weeks before the client meeting on the 8th of November.
Rachel:Perfect. I'll book the room. Let's keep today's action points to three: Tom contacts Hartfield today, Priya sends the presentation draft to the team by next Monday, and Marcus flags any additional data gaps by Wednesday. Any questions?
After the meeting, Rachel sends a formal follow-up email to the team summarising the action points.
RE: Hartfield Bank Q3 Review — Action Points
Dear all,
Thank you for a productive meeting this morning. Please find below a summary of agreed action points:
1. Tom Bradley — Contact Hartfield Bank finance team today (18 Sept) to request July transaction data. Escalate to senior account manager if no response by Friday, 22 September.
2. Priya Nair — Circulate final presentation draft (24 slides) to the team by Monday, 25 September. Dry run scheduled for 25 October.
3. Marcus Webb — Identify and document any additional data gaps by Wednesday, 20 September. Final report deadline remains 30 October.
The client presentation to Hartfield Bank is confirmed for 8 November at 10:00 am at their offices at 12 Canary Wharf, London E14 5AB.
Please do not hesitate to contact me if you have any concerns. Kind regards,
Rachel Adeyemi · Project Manager · Meridian Consulting
📖 Key Business Vocabulary — B1
quarterly review — a meeting every three months to check progress
action point — a specific task assigned to a person after a meeting
deadline — the date by which something must be completed
escalate — to raise an issue to a more senior person
dry run — a practice of a presentation before the real event
on track — progressing as planned; meeting targets
follow-up email — an email sent after a meeting to confirm decisions
copy in (cc) — to send a copy of an email to another person