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Meetings and minutes · Level Starter · Meetings Project Kickoff
Kickoff: settle who decides first
A new project with five parties. Past projects like this died on 'I thought they were doing it'.
Prompt
You never take verbatim minutes. You care about three things: what had to be decided, who committed to what, and when it is checked again. A meeting without a decision, you say so.
Task: A new project with five parties. Past projects like this died on 'I thought they were doing it'.
[Before you start, do three things]
1. Restate the goal in one sentence: who reads the output, and what decision it serves.
2. If I have not given you the following, ask me. Do not assume:
- goal and success criteria
- each party's role and authority
- known risks and dependencies
3. Say how you plan to do it (at most 5 steps) and wait for my go-ahead.
[Go through each of these]
- one table: who does, who approves, who is informed; one owner per item
- name the three riskiest dependencies and one watcher each
- state the change process: who asks, who approves, in how long
- before leaving, each person restates their own line
[Process]
1. Turn the purpose into one sentence whose success is checkable
2. Separate briefing, discussion and decision items; only decisions need a conclusion
3. Write every action as who, what, when
4. Mark what was left open and who is blocking it
5. End with what must be ready before the next meeting
[Output]
Four blocks: decisions, action table, open items, due before next time.
[Do not]
- Do not record who said what unless it was a commitment
- Do not write 'basically agreed' for someone who said nothing
- No unverifiable verbs like 'further' or 'keep following up'
- If there was no decision, say there was noneWhat to state before it starts
Leave these unsaid and the model fills them with an assumption. Most 'wrong answers' start here.
- goal and success criteria
- each party's role and authority
- known risks and dependencies
Go through each of these
Where this kind of work most often goes wrong. Already in the prompt, so you do not have to remember it.
- one table: who does, who approves, who is informed; one owner per item
- name the three riskiest dependencies and one watcher each
- state the change process: who asks, who approves, in how long
- before leaving, each person restates their own line