A business recap is a formal document that clearly and concisely recaps a meeting for both attendees and non-attendees. The overview below is the recap style I have adopted. For a template example, see Part 2b: Meeting Recap Template or download a MS Word version of my template here.
There are 5 main sections to a good business recap. I will highlight each section with an explanation and example.
Section 1: Set the Stage
Your reader will usually be a supervisor or colleague. They may or may not have attended the meeting, so they need to be brought up to speed quickly on what the meeting is, when it took place and who was in attendance. Lay it out in a consistent and clear manner.
Team:
This recaps the Donutville Web Scoping Meeting on September 28, 2007. Attendees: Reagen Kirkland (Donutville) and John Scott Bull (Rockfish Interactive).
Section 2: State the Purpose
Clearly state the purpose of the meeting in one sentence. This sets the stage for the details that follow.
The purpose of this meeting was to discuss details related to the development of Donutville.com.
Section 3: Content and Details
This is an area that should ALWAYS utilize bullets and lists. They are easier to read and easier to organize. Title this section to draw attention to it because it is what the reader is most interested in. Below, I have titled it “Subjects Discussed”. Subtitles are also utilized to further organize the content.
Subjects Discussed:
General Items:
- The site development will move in phases by component.
- Rockfish is to move forward with the following components:
- Redesign of Homepage
- Development of custom sprinkles component
Homepage Redesign:
- The site will have an intro with an exploding donut that levels the town.
- Donutville would like to feature 4 colors of sprinkles on the exploding donut.
Custom Sprinkles Component:
- Donutville has a problem with crying children destroying their stores with jelly guns because their sprinkles are not the preferred color.
- Custom colored sprinkles need to be ordered via the website in advance so children do not injure any more Donutville employees with the jelly guns.
Tip: when writing a recap, I type each of my notes as a bullet point, and then I go back and organize them into sections. This gives me a clear view of needed subtitles and helps produce a more organized document. Another thing that helps is to categorize notes while you take them by using special markings. For example, I always use a star to highlight a ‘next-step’ in my notes.
Section 4: Next Steps
Aside from the content, this is the most important section. Be sure to recap next steps prior to leaving the meeting so that all parties are on the same page. Following the meeting, restate the next steps in your recap as confirmation.
Whenever possible, assign items to individuals and give due dates to set clear expectations and keep the group on schedule.
Next Steps:
- Reagen Kirkland to specify sprinkle colors for homepage by October 4th.
- Reagen Kirkland to specify sprinkle colors for homepage by October 4th.
- Rockfish to complete revision of current site with homepage animation by October 31st.
- Next meeting set for October 15th at Rockfish office to review progress.
Section 5: Closure
I always close recaps with the following sentence because it leaves an open invitation for follow-up with the client and colleagues.
Please let me know if you have any questions.
John Scott Bull
john.bull@rockfishinteractive.com
www.rockfishinteractive.com
Next Time: We are going to tackle the lost art of Thank You notes. Your mom may have taught you, but I’ll offer a great refresher course on this terrific business tool that is extremely underutilized.