I. Meeting Header:
- Meeting Title: Clear and concise (e.g., "Project X Status Update," "Q3 Planning Meeting").
- Date and Time: Record the date and time the meeting took place.
- Location/Platform: Indicate where the meeting was held (e.g., Conference Room A, Zoom).
- Attendees: List the names and roles of everyone who attended.
- Absent: List the names of key individuals who were invited but did not attend.
- Meeting Owner: Who was in charge of the meeting ?
- Document owner: Who is in charge of the documentation ?
II. Key Discussion Points (Concise Summary):
- Purpose: Briefly summarize the main topics discussed.
- Format: Use bullet points for brevity.
- Content:
- Decision Points: Clearly state any decisions that were made.
- Key Information: Summarize any crucial information shared.
- Key Questions: Summarize the key questions that were raised.
- Open Issues: Note any issues that remain unresolved.
- Stakeholder Focus: Frame the summaries in terms of their impact on stakeholders.
- Example:
- "Decision: Approved the revised timeline for Project X, with the new completion date of [Date]."
- " Key Information: Marketing presented the Q3 campaign plan."
- "Open issue: The impact of new regulation on project X is still under investigation."
III. Action Items (Clear and Assignable):
- Purpose: Document every required action.
- Format: Use a table or clear list format.
- Content:
- Action Item Description: What needs to be done? Be specific.
- Owner: Who is responsible for completing the action?
- Due Date: When is the action due?
- Priority: What is the priority of this item ?
- Status: Status of the action item (e.g., Not Started, In Progress, Completed).
- Example:
Action Item | Owner | Due Date | Status |
---|---|---|---|
Finalize the revised timeline for Project X | John Smith | 2024-03-15 | In Progress |
Review marketing Q3 campaign | Jane Doe | 2024-03-20 | Not started |
IV. Next Steps:
- Purpose: Outline what will happen next.
- Content:
- Follow-Up Meeting: Is there a follow-up meeting scheduled? If so, when?
- Decisions: What actions will be taken based on the decision ?
- Next Steps: what actions need to happen before the next meeting ?
- Deadlines: Remind stakeholders of key deadlines.
- Responsibilities: Who is responsible for the next steps.
- Example: "The next Project X status meeting is scheduled for [Date] at [Time]."
V. Attachments/References:
- Purpose: List any documents or resources referenced in the meeting.
- Content:
- Link to the referenced documents.
- Name of the document.
- Author of the document.
- Version.
VI. Distribution:
- List who received the document.
- Date the document was sent.
Key Principles of This Framework:
- Action-Oriented: The focus is on action items and next steps.
- Stakeholder-Focused: The content is tailored to stakeholder interests.
- Clear and Concise: The language is direct and to the point.
- Organized: The structure is clear and easy to follow.
- Trackable: Action items are clearly assigned, tracked, and closed.
How to Use This Framework:
- Prepare: Before the meeting, create a template using this framework.
- Capture: During the meeting, capture the key discussion points, decisions, and action items.
- Assign: Make sure each action item has a clear owner and due date.
- Distribute: Share the MoM with all attendees and relevant stakeholders promptly after the meeting.
- Follow up: Follow up to ensure that the actions are completed.
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