
Running Meetings
68
FIGURE 2
Sample follow-up note
Special Revenue-Generating Project: Reprioritizing Workloads
1/20 Follow-up notes
Attendees: Emily, Lisa, Jack, Chris, Angela, and Steve
Meeting objective: To develop plan for shifting other responsibilities of key
team members.
In this meeting we discussed approaches to lightening Chris’s and Angela’s
workloads. We have determined that the best approach will be to ask
Steve’s direct report Sarah to take on several of their responsibilities.
Next steps:
• Steve will discuss this change with Sarah by next Wednesday and confi rm
that she has the bandwidth to do the extra work.
• Once Sarah is made aware ...