Start before the meeting
Name the note owner and open the action record before discussion. Use one place for the agenda, decisions, and actions.
Executive Support
An executive meeting follow-up process that closes the loop
ExecutiveSupportStaff Editorial Team | Published
Capture outcomes
Record decisions, open questions, and next steps rather than a transcript. Each action needs one owner and a due date.
Close the loop
Move actions into the system of record. Review overdue work before drafting the next agenda and ask for a status, revised date, or escalation decision.
See our meeting brief template and leadership meeting cadence. The effective meeting guide provides supporting guidance.
| Stage | Required output |
|---|---|
| Define | Owner and boundary |
| Operate | Decision and record |
| Review | Updated rule |
Frequently asked questions
What should the process define?
It should define the owner, decision boundary, exceptions, and review cadence.
When should the executive be involved?
The executive should handle decisions outside written rules and any sensitive or high-risk exception.
How often should the process be reviewed?
Review it during onboarding, after repeated exceptions, and whenever responsibilities change.
executive-meeting-follow-up-processexecutive assistantexecutive support