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Meetings and minutes · Level Starter · Meetings Training Onboarding

Training material: productive in three days

New hires get documents thrown at them and still ask basics two weeks later.

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: New hires get documents thrown at them and still ask basics two weeks later.

[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:
   - the five most frequent tasks
   - the mistakes new hires make
   - practice environment or data
3. Say how you plan to do it (at most 5 steps) and wait for my go-ahead.

[Go through each of these]
- organise by day one, week one, month one — not by knowledge tree
- every topic has a ten-minute exercise
- five common errors with consequences, from real cases
- each section ends with a self-check question

[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 none

What to state before it starts

Leave these unsaid and the model fills them with an assumption. Most 'wrong answers' start here.

  • the five most frequent tasks
  • the mistakes new hires make
  • practice environment or data

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.

  • organise by day one, week one, month one — not by knowledge tree
  • every topic has a ten-minute exercise
  • five common errors with consequences, from real cases
  • each section ends with a self-check question