Every substantive meeting I have with a client ends with a to-do list. Sometimes the tasks are mine, and sometimes the tasks are my client's (typically there are tasks for both of us every month). When the meeting is completed, I follow-up with a recap of our discussion that includes the decisions we made and the action items we've settled on. Depending on the work that's underway, the recap could include target dates for completion of the items on the list and this gives us both a roadmap to follow for the upcoming month. My clients know that they have my full attention during our meeting and after a few months of this process, they come to rely on my note-taking and recapping ability and just participate in the meeting.
Jill Pullen
Excelovation
jpullen@excelovation.com
404-618-3903