Meeting notes: decisions and action items
The notes start with a short summary of what the meeting was about. Then come the decisions, the action items as a table of owner, task and due date, and the questions left open.
An owner is named only when the recording says who will do it, and a due date only when one was said. Everything else reads Not mentioned, which is often the most useful line in the notes: it shows the tasks nobody took.
- Say each decision out loud before moving to the next topic.
- Name the owner and the date when you hand out a task.
- For a call, upload the recording your meeting app saved.
Can I get the notes in another order?
Copy them into the Floatboat app and ask for the order you want, or edit the Word export. The notes here always follow summary, decisions, action items and open questions.
Example · Coaching check-in
From “Effective Coaching Conversations: Complete Demonstration of The Coaching Path” by Aranca Learning, CC BY 3.0. Source
Summary
- Speaker 1 and Speaker 2 discussed Michael's progress, noting that while he performs well in many areas, he needs to develop his people management skills.
- Speaker 1 suggested that Michael shadow Vanessa to observe her effective team management and results, an idea that Speaker 2 endorsed.
- Speaker 1 recognized the need to have a clearer, more direct conversation with Michael regarding expectations and goal setting for his team.
- Speaker 1 plans to outline ideas for this conversation and email them to Speaker 2 for feedback prior to meeting with Michael.
Decisions
- Michael will be supported by Vanessa and will shadow her to observe her team management techniques.
Action items
| Owner | Task | Due |
|---|---|---|
| Speaker 1 | Write down ideas and goal-setting approaches for developing Michael's team and email them to Speaker 2 | Not mentioned |
| Speaker 2 | Provide feedback on Speaker 1's emailed ideas | Not mentioned |
Open questions
Not mentioned