Sample-Follow-up work memo after business meeting

This document or letter is also called a “meeting recap.”

To: Jinxi Chen, Susan Jones, Michelle Peters, John Smith, Larry Sommers, Brian Sterling

Cc: Roger Ackerman, VP, Services Division

From: Joe Xu

Date: March 17, 2009

Subject: Recap of 3/16 Meeting

Reasons for revising sales presentation

During our discussion last evening, we concluded that we need to revamp our current sales presentation document for the following reasons:

• Because our division has added new services, our presentation is out of date.
• Our clients want to hear our ideas on how we can help them cut costs.
• Overall, our current presentation doesn’t consider our clients’ short- and long-term needs. Instead, this document “pushes” our services.

Components of new sales presentation

In turn, we agreed on the key elements that our new presentation must include, namely:

• First section—identify and discuss most important short- and long-term needs of our clients
• Second section—discuss our division’s client approach and services; how we’ve applied them to client situations
• Third section—suggestions for how we and client can work together (three templates—client is cutting costs; expanding globally; changing product lines)

Next steps

To execute, we’ve agreed on the following tactical plan, which includes specific activities, who’s responsible for these actions, and due dates:

Action                 Responsibility           Timing

1^st section            Brian and Jinxi           3/24

2^nd section           Larry and Michelle            3/24

3^rd section           John and Joe                     3/31

Writing, editing   Susan                          4/7

We’ll next meet on Friday, April 10 at 10 am in the fifth floor conference room to review our progress.