Do you prepare, then confirm conversations/decisions?

Last updated by Brady Stroud [SSW] about 1 month ago.See history

Ideally, all phone conversations and meetings should be followed up with a confirmation to ensure there is a record of the decisions made and action points agreed upon. It is essential that meetings and phone calls are prepared for adequately to ensure they are conducted efficiently. However, the reality often is that after a meeting or phone call, we immediately move on to the next task at hand. Therefore, the following workflow is recommended:

as per our conversation
Figure: Confirm decisions and action points throught an "as per our conversation" email

  1. Prior to speaking to a client, speak to relevant people to help you formulate your recommendations e.g. speak to a developer about the proposal
  2. Draft an email with bullet points for each issue (don't send)
  3. Call up the client to get a checked-by
  4. Send the email to the client (Cc relevant people e.g. the developer) saying "As per our conversation..."

"No plan survives first contact with the enemy" is a popular saying for a reason. Your draft email should moslty just be bullet points to make sure you don't forget to mention anything you had planned to.

You'll refine and beautify it after the conversation.

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