Build your case
Meeting preparation & action tracker.
A meeting is useful when everyone leaves knowing what was decided, who will do what and by when — not when the parent leaves with another hour of conversation to decode.
A4 printable worksheet. The PDF is a practical working tool; keep this web page for guidance and source links.
Before the meeting
My three priorities
Questions to take in
On a narrow screen, scroll the table sideways to see all columns. Keyboard: focus the table area and use the left and right arrow keys.
| Question | Why it matters | Who should answer? | Evidence / reference |
|---|---|---|---|
During the meeting
If something important is agreed verbally, repeat it back: “Can I check I have this right — the decision is X, Y will do it, and the target date is Z?”
On a narrow screen, scroll the table sideways to see all columns. Keyboard: focus the table area and use the left and right arrow keys.
| Point discussed | Decision / answer | Evidence / reason given | Still unresolved? |
|---|---|---|---|
Action tracker
On a narrow screen, scroll the table sideways to see all columns. Keyboard: focus the table area and use the left and right arrow keys.
| Action | Owner | Due date | How confirmed? | Status |
|---|---|---|---|---|
After the meeting
- Write a short record while it is fresh.
- Send a factual confirmation of important decisions/actions if official minutes will be delayed.
- Flag material inaccuracies in minutes promptly.
- Put every deadline/action into your case tracker.
- Do not let “we will look into it” become an indefinite outcome — record who is looking, what they are considering and when you expect an update.
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