Checklist

1. Content slides –
Have all the emails from UBS been addressed?
 Has the email chain been read for other details to include?
Have all the meeting notes been matched to new content?
 Has new content been confirmed with PD/DF?
Have the new slides been placed in the correct and relevant section?
2. Formatting –
After the insertion, were the headers and bullets flown in correctly? Checked for:
 Indentation
 Color
 Ticks
 Font sizes
Are the page numbers and UBS logos updated?
Are the font sizes consistent in the header for that particular section?
3. Minutes –
Have the duplicates dated entries in the next steps column been removed?
Are the due dates updated for each item? Source: meeting notes
Are the owners assigned correctly to each item? Source: meeting notes
Have the closed items been taken out? Source: meeting notes
Have the new items been flown in? Source: meeting notes
4. Executive Summary –
Is the list of topics updated? – Are we using Dan’s baseline from last week?
Have all the notes from the prep meetings been reflected in the topics for the new week?
Are there duplicate topics?
Have all the topics with new content from section 1. – been refreshed with new bullets?
Do the notes read as key message/discussion items?
 Remove specific notes taken for prep meetings not relevant to the final deck
Have the page number references been updated?
5. Final Spot check
Page number references on the executive summary slides
Quick scroll of slides to check for missing/misplaced page nos. and logos