Module 5 Activity: Meeting Notes to Follow-Up

Activity ID: AIT-M05-A01 Estimated active time: 35-50 minutes

Purpose

Turn safe sample meeting notes into a summary, action list, decision note, and open-question note.

Use safe, fictional or public material throughout. Nothing in this activity requires a real name, account, record or figure.

Activity Steps

Part 1: Create or use safe sample meeting notes.

Fictional notes are fine and are safer. Include at least one item that was discussed but not decided.

Part 2: Write a prompt brief for the follow-up note.

Name the note type you want — summary, actions, decisions, open questions — and say who reads it.

Part 3: Generate or draft a summary and action table.

Keep decisions and suggestions in separate sections. Give every action a task, an owner and a date, or a visible placeholder.

Part 4: Mark unknown owners, dates, and decisions.

Use a placeholder rather than a plausible name or date. Count them; they are the conversations you still owe.

Part 5: Write a final follow-up note after review.

Write it so someone who was in the room could tell you what it got wrong.

What good looks like

A strong response keeps the open questions open and marks every unknown owner and date rather than filling them.