As a PM you usually have the task of creating minutes after
meetings. Important or client meetings usually
have formal minutes published. Team
meetings or quick meeting sometimes are not.
Let’s face it, meeting minutes are not one of the most interesting tasks
of our role, but they are required. You
need to capture the discussion points, decisions and action items. The best way to do this is via what I call Quick
Minutes
The point of Quick minutes is to capture the salient points
and all action items in the meeting. The
minutes do not have to be verbose and packed with the details of the
conversation. Just capture the most
important parts of the discussion. Action items still should contain the task,
who’s responsible and a target date. If
you are using an overall project action log, you can capture the new action
items there
Here’s a sample of what I call “Quick Minutes” usually
emailed out by end of day of the meeting to all the participants or
stakeholders.
Quick
Minutes/Notes from today’s meeting
1)
Testing is delayed,
additional two weeks required. Project
can absorb the delay. Pushes date to
June 19th.
2)
Three UAT
environments being developed. Will be
complete by Monday May 18th.
3)
New report mock-ups required – Action BA – confirm
requirements by May 20th, DEV Complete by May 27th.
4)
User Guide Updates -
New date TBD (action – BA Date for a
date by end of week.)
5)
Confirm/Meeting with
John to discuss UAT testing (action PM -
ASAP)
6)
Penetration Testing
– Needs to be performed vs a FI instance in UAT.
7)
Identified Dependency:
IMPORTANT: Identified project is impacted
by project ABC. Action – PM: Inform stakeholders ASAP. Impact to deployment timelines.
The minutes are very loose and free-form, but contain the
key items from the meeting. The above
Quick Minutes are better suited to internal team communications. If you are sending quick minutes to a
customer or vendor you may consider additional formality and content. It depends
on your audience and the relationship you have with them.
I’m not suggesting that all meeting minutes be captured this
way. But, if you’re cramped for time and
have important notes and actions that do need to be captured, you can use some
Quick Minutes.
No comments:
Post a Comment