The Post-Meeting Protocol

following up · tactic

Right after a meeting, send a follow-up listing what you committed to, then block weekly time to process notes and act on tasks.

The idea

Commitments made across a table evaporate the moment you walk away. Two simple habits catch them. First, write them down and send them, because the act of writing and communicating a commitment locks it in, for you and for them. Second, give yourself a regular slot to process what happened in your meetings, so notes become stored knowledge and promises become done tasks.

How to do it

  1. Right after the meeting, send a short email listing what you each agreed to do.
  2. Do the quick items on the spot if you can. Future-you has a full plate.
  3. Once or twice a week, block time to review recent meetings.
  4. In that block, condense your notes, store them where you keep your contacts, and act on every open task.

Example

The classic failure is the end of a good coffee. You stand up, run through the list (send this book, make that intro, share that document) and, by the time you're back at your desk, it's gone. The follow-up email turns that spoken list into a written one you can't forget.

Sources

Relatable: Relatable pulls in your meetings and recorder notes, so the weekly review starts with who you met already listed. How-to: Bring meeting notes in with a meeting recorder, The weekly review.

Related frameworks

Read next

By Zvi Band. Newsletter: Your Network Starts with You. Book: Success Is in Your Sphere.