💃 Send Out the Notes! | Part 3 of 3 | Salesforce Post-Meeting Tasks 🕺

Good morning, Salesforce Nerds! The final step in a cycle of the Salesforce Project Meeting with Stakeholders - sending the notes 📤.

But it’s more than that! It is sending them with purpose 😃.

What does that mean?

Well, you put a ton of work into the prep and execution of the meeting. Then you put more work into the post-meeting tasks.

Now, you want all that meeting work to work for you and your project team 🫡.

Let’s dive in 🐬!

Agenda for today includes

• Polish the Notes

• Daily Principle

• All the Memes

(Purposefully!) Send Out the Notes!

Today we will discuss-

✅ Historical Reference - Visible, Accessible

✅ Running Notes - Meeting over Meeting

✅ Prep For Your Next Meeting 🙂!

Historical Reference - Visible, Accessible

You’ve put a ton of effort into producing these meeting notes 💪.

All of that effort created valuable project documentation, including-

• Business requirements and solution designs

• Client decisions and validations

• Exception handling and risk management

You, and your project team, will need the ability to reference these gold nuggets for the lifetime of the project and beyond.

Use plenty of keywords, jira card numbers, dates, and other searchable text in your notes and headers so you can index through all the documentation 🧠.

You’ve already made the notes simple to read and understand, now you need to make them easy to find for everyone.

This can mean different things for each of you. Here are some example scenarios you are managing-

• In-house admin working an internal project

• Consultant with no access to your client’s systems

• Consultant where client has no access to your systems

Consultants need to come up with techniques and processes to synchronize and share visibility to project documentation and meeting notes.

Regardless of what your solution is, ensure that everyone on the project team who should have access and visibility is included, AND that there is a process to onboard/offboard resources from the project and the related meeting notes.