The method
- Give the document a subject and date. For each item separate an observation, a proposal and a confirmed decision. An expressed idea does not automatically become an order or agreement.
- Describe each action by its expected result and the person to contact. Record a deadline only when agreed; otherwise mark it to be clarified. Keep open questions in a separate block.
- Review important points with those involved and retain corrections. At the next meeting add observed progress without erasing the original wording. Share only information useful to the recipients.
Fictional worked example
In a fictional meeting, a team discusses a prototype but decides only to request a quote. The register keeps the two levels separate instead of treating the prototype as ordered.
The record to keep
Keep the reviewed version, outstanding questions and dated changes. Avoid retaining unnecessary personal comments.
Your record, step by step
For your own situation, record the following information. Check a field when it is documented; missing information still needs verification. The boxes are a reminder within this page.
This checklist does not validate your project. No entries are sent or saved.
What this method can establish
The register is not a contract and creates no commitment by itself. A writing tool validates neither a decision nor its author.
Useful questions before you start
Is a suggestion a decision?
Keep proposal status until the people involved confirm it.
What if no deadline was agreed?
Mark it to be clarified instead of inventing a date.
Supporting documentation
Documentation consulted on
An editorial method, a fictional example and references for further reading.