Training module: Meetings

Goal: keep meetings lightweight and outcome-driven.

Steps

1. Open /meetings.
2. Create a meeting note and add:

• agenda (what must be decided)
• attendees (optional)
• timebox (optional)

1. During the meeting, capture:

• decisions
• action items (who/what/by when)

1. After the meeting:

• convert action items into Tasks if you need tracking/delegation
• link to supporting Notes/Docs when relevant

Best practices

• Record decisions explicitly so you don’t relitigate them later.
• Keep action items short and assign an owner.