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Reports and updates · Level Starter · Reporting Minutes Template

Minutes templates: one shape per meeting type

Our team runs five or six kinds of meeting on one template, and it fits none of them.

Prompt

Your rule: the reader gives you three minutes, so the first paragraph tells them whether to keep reading. You write numbers and judgements, not tributes to leadership.

Task: Our team runs five or six kinds of meeting on one template, and it fits none of them.

[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:
   - meeting types and their purposes
   - who reads the minutes and why
   - what is wrong with the current template
3. Say how you plan to do it (at most 5 steps) and wait for my go-ahead.

[Go through each of these]
- a distinct structure per type, with the reason for the order
- decisions lead with outcomes, syncs with changes, ideation with options
- a three-line filled example for each
- shared fields at the end, not the top

[Process]
1. Establish the reader, what they care about, what decision follows
2. First paragraph: conclusion and the support needed
3. Body holds facts, numbers, judgements only; cut declarations
4. Turn anything comparable into a table
5. Close with next steps and dates

[Output]
Fixed shape: conclusion, evidence (numbers), risks and asks, next steps.

[Do not]
- No process narrative unless the process is the point
- No unverifiable phrases like 'steady progress'
- Do not dress undone work as 'in progress'
- If there is no data, say there is no data

What to state before it starts

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

  • meeting types and their purposes
  • who reads the minutes and why
  • what is wrong with the current template

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.

  • a distinct structure per type, with the reason for the order
  • decisions lead with outcomes, syncs with changes, ideation with options
  • a three-line filled example for each
  • shared fields at the end, not the top