💃 Taking Notes During the Meeting | Part 2 of 3 | Running a Salesforce Meeting🕺

Good morning, Salesforce Nerds! Try this - with your left hand, tap the top of your head, and with your right hand, rub your belly in a circular motion.

😵‍💫

If you tripped, choked on your saliva, and went cross-eyed attempting that, welcome to the club 🤝.

Multitasking is hard.

You know what’s really hard? Running a meeting.

You know what’s really, REALLY hard? Running a meeting AND taking quality meeting notes!

Today we bring tools and techniques to do all the hard things!

Agenda for today includes

• Taking Notes During the Meeting

• Daily Principle

• All the Memes

Taking Notes During the Meeting

Why Should I Care?

Meetings, and their associated notes, nurture 3 important components of a project-

1. Alignment

2. Communication

3. Visibility

And what are we aligning on? What are we communicating? What needs to be visible?

These 3 things-

1. Objectives - what is the purpose of X?

2. Status - are we on time, on budget? Is it Not Started, WIP, Completed, or Blocked?

3. Stakeholder Decisions and Validations - Who approved what? When? If we input Y, then what should be the output?

2) How Do I Do It?

You already have your high-effort agenda. Now you’ll clarify objectives, update statuses, and acquire stakeholder’s decisions and validations.

Here’s a quick example-