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Contact/Meeting report

Keep everyone up to speed

A contact report documents the topics discussed during meetings, conference calls and phone calls.

Tips:

  • Establish who will prepare the contact report before the meeting begins. Typically, this is the role of the project lead.
  • Review decisions reached, next steps, due dates and persons responsible at the end of the meeting.
  • Distribute the contact report to all members of the project team, including the client within 24 hours of the meeting.
  • Ask the group to review and make note of any inaccuracies or items that might not have been captured.
  • Use the contact report at your next meeting to follow up on any of the items.