Tracking Meeting Action Items

Like many companies, we have meetings and assign action items. Traditionally, one of the meeting attendees took notes and emailed them after the meeting to all participants. We however struggled with ensuring the action items were completed as assigned. The email summary of the meeting, which also contained the action items assignments, were usually ignored and no one really followed up on the tasks.

To improve the process, we recently implemented a meeting management system in Intellect that enabled us to not only capture the meeting notes in the database, but also to immediately assign an action item to a participant. This resulted in the person being notified and the task assigned to them.

In the follow up meetings, all tasks that were assigned were easily reviewed and accounted for. Once we implemented this meeting management process, we cut down on our meetings and increased considerably our productivity and effectiveness.

Follow up and accountability is key to running successful meetings and for projects to succeed.