9.6 Actions and review
After a meeting, you need to allow time for follow-up actions and reviewing meeting notes for any actions that may have been missed or information that is useful for further use.
While some meetings may not require a detailed review and only a short follow-up email, others may need a more formal set of actions to be considered and implemented.
The following table may be a useful checklist for you.
|Review actions and meeting notes||
Make a list of actions and issues.
Review the meeting notes for additional information that needs to be captured or shared.
Ensure meeting notes are written up and checked.
Good meeting notes will have the list of actions and issues at the top and the date of the next meeting (if one is required).
|Recording and transcript of meeting||
Depending on the nature of the meeting, you may have an online planning/tracking tool for actions and issues. These systems should be updated prior to meeting notes being circulated.
Ensure all actions have owners and expected timeframes for completion.
|Set up the next meeting||
If another meeting is required, arrange for it to be set up.
If it is a reoccurring meeting, check that the date is still suitable and all requirements for it have been confirmed.
|Circulate meeting notes||
Most meeting notes are shared either within a collaboration space or by email.
If your meeting is classed as confidential/sensitive, you need to ensure that you follow the agreed process for saving and sharing meeting notes. Many workplace collaboration tools rely on permissions being set, and often you may find that your documents are visible to everyone in an organisation.
If you have participants external to your organisation, unless they have been given access to your systems, in most cases you will need to attach meeting notes in an email.
For those ‘guest’ participants who should not have access to the full meeting notes, follow up separately to thank them for their time and any actions required.