Meeting Note & Action Tracker
Date
Meeting Title
- Project Kickoff
Participants
Agenda Items
Discussion Points
Overview of
projectgoals,timeline
John Doe, Sarah
Align team on project Introductions, Project discussion, resource
Lee, Micheal Brown scope
goals, Time
allocation
Action Items
Plan Q4 marketing
campaigns
Campaign ideas,
Budget review,
content planning
James Smith, Hope Update on ongoing
Ikirigbe, Laura Chen client project
Project updates,
Feedback review,
Next steps
Statues of ongoing
tasks, feedback review, Send updated
next steps
proposals
John Doe, Laura
Review operational- Operations Review Chen, Kelvin Adams efficiency
Process review,
Discussion automation
Bottleneck
opportunities, workflow
discussion, Solutions inefficiencies
Assigned To
Create project plan John Doe
Review campaign
ideas, budget approval,
content calendar
Draft content
planning
calendar
Sarah Lee, Hope
Ikirigbe, Kelvin- Marketing Strategy Adams
- Client follow-Up
Meeting Objective
Implement new
workflow system
Due Date
Statues
Priority
- Completed
High
Sarah Lee
- Completed
High
James smith
- Completed
Medium
John Doe
- In Progress
High
- Client Onboarding
Hope Ikirigbe,
Onboarding process, Discussed onboarding
James Smith, Laura Ensure smooth client Communication
checklist, client
Chen
onboarding
guidelines
expectations, timelines
Create onboarding
guide
Hope Ikirigbe
- Needs Review
High
- Team Training
sarah Lee, Micheal
brown, Kelvin
Adams
Schedule team
training
- Financial Review
Partnership- Discussion
- Quaterly Review
John Doe, Laura
Chen, James Smith
Improve team skills
Training needs,
Tools training,
Timeline
Identifield training
needs for Trello and
Notion
Sarah Lee
- Pending
Medium
Track budget and
expenses
Budget report,
Eepenses tracking,
Forecast
Review Q4 budget,
identifield overspending Adjust budget
in marketing
allocations
John Doe
- Delayed
High
Potential partners,
Benefits, Risks
Review potential
partnerships, pros and
cons, timeline
Contact top 3
partner leads
Kelvin Adams
- In Progress
Medium
KPI review, Client
satisfaction,
Improvement
Discussed Q3
performance metrics,
client feedback,
improvement plans
Prepare Q3
performance report Hope Ikirigbe
- Pending
High
Hope Ikirigbe, Kelvin Explore new
Adams, Sarah Lee collaborations
Laura Chen, John
Doe, Hope Ikirigbe
Evaluate Q3
performance