Meeting follow-up
What happens after a meeting to make it count: sending the summary, sharing out actions and checking they get done.
A meeting follow-up is everything that happens after you hang up: sending attendees a summary of what was decided, confirming who does what and, at the next meeting, reviewing what’s outstanding. Without follow-up, many meetings end with good intentions and no change.
The most common form is a follow-up email the same day: a short summary, the decisions and next steps with owner and date. The sooner it arrives, the easier it is to correct a misunderstanding.
- Send it the same day, short, with the important points at the top.
- Give each action a name and a date.
- Start the next meeting by going over what’s outstanding.
Echo drafts the follow-up email with the summary, decisions and next steps for you to edit and send; if the assistant recorded the meeting, it can send it to attendees automatically if you turn that on. Actions go to the Tasks page, and “Prepare” reminds you what’s outstanding before the next one. More on the minutes and tasks page.
