The Playbook
Step 1: Prep a shared template
How to do it: Create a one-page doc with four headers in this order: Purpose, Decisions, Actions, Notes. Share the link with attendees 24 hours before the meeting.
Proof: People arrive aligned on why you are meeting. The doc opens first and sets the agenda without extra slides.
Step 2: Capture outcomes, not transcripts
How to do it: Write decisions and actions in real time while people can confirm the wording. Avoid verbatim quotes and summarize to one or two lines.
Proof: Participants nod and move on because the outcome is clear. Fewer “what did we decide?” messages appear after the meeting.
Step 3: Write decisions in one line
How to do it: Use a fixed format for each decision: “Owner, Task, Date.” Confirm aloud and paste it under the Decisions header.
Proof: Ownership is visible and dates are realistic. Tasks close on time because everyone can see who is responsible.
Step 4: Track actions in a running log
How to do it: Keep a table with columns for Owner, Task, Date, and Status. Update it live and carry it forward to the next meeting.
Proof: Follow-through improves because tasks persist until done. Handovers are faster because history is easy to find.
Step 5: Publish within 15 minutes
How to do it: Clean typos, add a short summary at the top, and send the link to the main channel. Tag owners and store the doc in one folder for all meeting notes.
Proof: Stakeholders share the link instead of asking for recaps. Your notes become the source people reference in planning decks.