Your preparation
Clarify local rules for recording and handling meeting content. Bring suitable meeting types and requirements for minutes and professional review.
Meeting Notes · Value & prioritisation
Use case workshop
Find meeting types where Meeting Notes can free up time and improve documentation and follow-up. Prioritise minute-taking needs, frequency and suitability for recording.
Bring managers, subject specialists and relevant IT or data owners together. Leave with a shared basis for deciding where to start and what to investigate further.
See the programmeDuration1 day
FormatA full day at your premises
OutcomePrioritised use cases and a pilot plan
Built around your product and your work.
For employees, meeting organisers and managers who want to spend less time on minutes and keep their attention on the conversation.
- Internal status and team meetings
- Project meetings with decisions and owners
- Recurring conversations requiring documentation
We identify and prioritise opportunities. Development, implementation, production deployment and validated financial savings are subsequent activities, scoped separately.
From insight to next steps
One day to choose where to start.
Step 01Before the day · 45 minutes online
Prepare the right questions
Focus
We agree on scope with your coordinator and review available examples and data. Clarify local rules for recording and handling meeting content. Bring suitable meeting types and requirements for minutes and professional review.
Step 0209:00–10:30
Map needs and opportunities
Focus
Find meeting types where Meeting Notes can free up time and improve documentation and follow-up. Prioritise minute-taking needs, frequency and suitability for recording. We map recurring tasks, users and the current way of working.
Step 0310:45–12:30
Assess value and feasibility
Focus
We assess frequency, effort, quality and user value alongside data, risks, dependencies and likely operating costs. Assumptions and missing evidence are recorded.
Step 0413:00–14:15
Choose quick wins and a pilot
Focus
We rank opportunities by value and implementation effort. One candidate for a quick win: Try a recurring internal status meeting with a clear structure for minutes and a named reviewer.
Step 0514:30–16:00
Make the next step practical
Focus
We describe the first pilot, ownership, success criteria and a 30-day starting plan. Pilot focus: One suitable meeting type with agreed recording arrangements, quality requirements and time measurement including corrections.
Step 06After the day · 30 minutes online
Follow up on the plan
Focus
Within two weeks, we review the written recommendations and clarify your first steps with the coordinator.
Included in the price
What you take away.
Meeting Notes · Up to 12 participants · one product
- A 45-minute preparation meeting, one full-day workshop with 6 facilitated hours and a 30-minute follow-up.
- A prioritised list of use cases with value hypotheses, assumptions, dependencies and estimated effort.
- 2–3 recommended quick wins, selected from the opportunities we identify together.
- One pilot brief with scope, an owner, data needs, success criteria and a 30-day starting plan.
- Written recommendations within five working days of the workshop.
Before we start.
Time and participants
Invite up to 12 people across management, daily practice and relevant IT/data ownership. Provide a room and a screen. A product subscription is not required for the initial mapping.
A useful first step
Try a recurring internal status meeting with a clear structure for minutes and a named reviewer.
The price covers the stated activities for one product and the specified participants. Product subscription, travel, accommodation, technical setup, integrations and customer-specific development are agreed separately. The leadership programme and use case workshop can be purchased independently and are not included in the course or annual programme.
See all programmes for Meeting Notes