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Unit 6: Meet and record

Read this before the quizzes

Which document? Before, after and in between

Before the meeting

Meeting invitation: what it is for and how to write it

Agenda: what it is for and how to write it

Which subject line works?

What does an agenda item need?

What is missing from this invitation?

Answers and why: before the meeting

During and after the meeting

Minutes: what it is for and how to write it

Worked example: from rough notes to minutes

Action list: what it is for and how to write it

Worked example: from a hope to an action

Which line is a decision?

Which action is complete?

What do the minutes record for a maybe?

When should minutes go out?

Answers and why: during and after the meeting

Reporting and handing over

Status update: what it is for and how to write it

Worked example: from a mood to a state

Handover note: what it is for and how to write it

Daily or shift report: what it is for and how to write it

Which headline works?

What never belongs in a handover note?

Which issue line works in a shift report?

Which line shows plan against forecast?

Answers and why: reporting and handing over

Traps and checks

The trap for each document

Check it before you send

Words to carry

Word Quest: 50 words for meetings and records

Word game: five from this unit

Unit quest

Unit recap and crossword

Take charge

Take charge: Meet and record

Your mission this week

Check yourself

The seven documents around a meeting: invitation, agenda, minutes, action list, status update, handover note and shift report.

Meet and record. This unit teaches the seven documents around a meeting: the invitation that gets people there, the agenda that gives the meeting a shape, the minutes that record decisions and actions, the action list with one owner and one date per line, the status update that says where work stands, the handover note and the shift report.

Business Writing Unit 6: Meet and record

<div class="simple-box-wrapper"> <div class="simple-box"> <div class="column"> <h3>Description</h3> <div class="ck-horizontal-line"><hr></div> <p>I'm a paragraph. Click to start writing that will inform, inspire, or encourage your community. We know you have so many things to share with the world. Happy editing!</p> </div> </div> </div>