Prompting Skills playbook/Module 4 · Documents & data

Day 38 / 100 · Documents & data · Meeting notes

From talk to actions.

A transcript is a record. Notes are a tool. Ask for the four things people actually need after a meeting.

Decisions

What We Agreed

Each decision in one line, with who made the call.

Actions

Who, What, When

Owner and due date on every item. No owner? Flag it.

Open questions

Still Unresolved

What needs an answer before the next meeting.

Parking lot

Later

Good ideas that aren't for now, so they're not lost.

Source: Mooney Ford Attorneys ↗

Decisions. Owners. Dates. Nothing else matters.