| Tips for following up on a conference call |
| Written by renxue |
| January 29, 2008 16:03 |
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The success of a teleconference relies not just on the actual meeting but the followup messages and the recognition by participants of any impact on project milestones. The moderator role thus extends past the meeting to ensure that actionable tasks are completed, clarifications between select parties are sent out, and everyone expected to report back is aware of any deadlines. The suggestions here apply both to the very end of a meeting and any activities thereafter. - Summarize the meeting.
For the convenience of all participants, especially the minutes taker, before ending the meeting, review the agenda and quickly summarize each point and actionable task.
- Assign tasks.
While reviewing each actionable task, state the name of the person it is assigned to, to ensure that they are aware of it and that they add it to their to do list. (You'll still be sending a reminder, probably by email.) Ask the general gathering if you missed anything, and for any additional feedback.
- Revise minutes.
Shortly after the meeting is over, review the agenda and the minutes (retrieved from the minute taker). Polish up the minutes and highlight actionable tasks.
- Determine milestone changes.
Indicate how each actionable task determined at the end of the meeting will affect the milestones of any projects, if applicable. This is what managers and team members will be most interested in.
- Send minutes.
Polish up the minutes soon after the meeting and send to all participants as appropriate. If clients or vendors participated in the meeting, they will need their own version of minutes that apply to them. For this reason, you may need to create several versions of the minutes. For security reasons, double check who is being sent which version before sending out email messages.
- Send additional information.
If specific participants need to resolve any meeting issues or respond to something related to the meeting agenda, send them a message supplemental to the meeting minutes. At the beginning of the email message, make it clear that you require a response. Only CC to appropriate parties.
- Summarize for managers.
In multi-office or large firms, higher-level managers may not attend your meetings but may want a summary of relevant points. They will most likely be interested in any impact on project milestones as well as actionable items for their subordinates. Instead of writing up multiple summaries, write one but put in clear, bolded headings so that each manager can find the section relevant to them.
- Follow up.
Follow up with additional messsages or discussions as necessary, until all actionable tasks are complete.
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