Weekly Meeting Notes for Many Projects with Follow-Up Action Items | Community
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Level 2
May 8, 2018
Question

Weekly Meeting Notes for Many Projects with Follow-Up Action Items

  • May 8, 2018
  • 14 replies
  • 3995 views
Hi there, How do you handle meeting notes taken in one sitting for a bunch of different projects each week that have action items that will need to be planned for in future meetings? I am brand new to Workfront and in the middle of a configuration on Phase 1 for our Graphics Team (we haven't launched anything yet). However, I am already planning for Phase 3 for Product Development projects. In the product development phase we will have a Stage Gate approach set up for product development projects across many categories (Soup, Broth, Non-Dairy Beverage, etc.). I am thinking they will also be across/in their own portfolio's. We have a weekly Stage Gate meeting and any products (each product will be it's own project) that are currently needing to be approved in a certain stage need to be discussed and there are meeting notes taken at that time. Then, we would need to be able to follow up on those action items at the date agreed upon. I am wondering how people handle this in Workfront. Do you take separate notes and then copy and paste them everywhere in to different projects and set future tasks to follow up? Would I set up a separate project or queue just for the intake of these meeting minutes, but then how do I connect them back to the actual project? Since Workfront is so robust it seems like there must be a simpler way? Thanks in advance for your help! Lori George Pacific Foods
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14 replies

Level 4
May 8, 2018
Hi Lori, You have touched on some of the options; however, it all depends on what you need in the end. Do you need to have a meeting minutes report at the end or do you just want to make sure that all of the action items are processed effectively? Daniel Daniel Cooley Kenall Manufacturing
Level 3
May 8, 2018
We created a RAID Log using the Issues section of WF. It allows us to capture Risks, Actions, Issues and Decisions using the Issue area of WF. If you can provide your email address, I can share further details with you. Jodi Biscevic GM Financial - International Operations
April 14, 2020

Hi @Jodi Biscevic‚ - thanks for sharing. Do you mind shooting to me as well please? jay.kollar@gartner.com. Many thanks.

Level 2
May 8, 2018
Hello All, Great question! Jodi, I'd love to see how GM has it organized. My email is sarah.lemoncelli@whitecase.com. So many wonderful GM Financial sessions at LEAP, thank you! Sarah Lemoncelli White & Case LLP
Level 6
May 8, 2018
Hi Jodi- I'd love more info regarding how you use your RAID log. If you want to email me offline- my email is karen_rutz@harvard.edu tks Karen Karen Rutz Harvard Alumni Affairs and Development
LoriGeAuthor
Level 2
May 8, 2018
Hi Daniel - I would say we would need both. However suggestions for how to set up either even if they are separate from each other would be great! Thanks, Lori Lori George Pacific Foods Senior Marketing Operations Manager lori.george@pacificfoods.com
LoriGeAuthor
Level 2
May 8, 2018
Hi Jodi, I would love to see your RAID log example, thanks so much. Any help you can provide is much appreciated. My email is lori.george@pacificfoods.com Thanks again, Lori Lori George Pacific Foods Senior Marketing Operations Manager lori.george@pacificfoods.com
Level 2
May 9, 2018
Hi Jodi - I would be interested to learn more about how GM does this. My e-mail is nicolas.vivanco@bgrs.com. Thank you in advance for sharing. All - We have modeled our meeting management around an embedded dashboard within each project. The dashboard includes action items/issues, current work (open tasks due this week), upcoming work (open tasks due next week), risk log, different types of metrics and accomplishments (tasks completed on time) This idea came from a webinar Workfront hosted back in 2015. Attached is the PPT deck and here is the "https://resources.workfront.com/workfront-awareness/6-steps-to-eliminate-worthless-meetings" link to the webinar. Personally, I have been using this method of managing meetings for over 6 months and it works really well. I've received similar feedback from other colleagues as well. Nick Vivanco
Level 4
May 9, 2018
Kathleen Palumbo Marketing Production Lead Blue Cross & Blue Shield of RI
Level 2
May 9, 2018
Hi Jodi, If you don't mind please email the information on you RAID. My address is christopher.voss@progress.com Thank you! Chris Voss, PMP Sr. Project Manager, Professional Services, PMO Chris Voss, PMP Sr. Project Manager, Professional Services, PMO Progress Software
Level 2
May 9, 2018
I would also be interested in seeing this. I am trying to figure out the best way to capture delays and other risks to my projects. vcalabro@bishopfox.com . Thank you, Vicki