Making Notes For A Meeting
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Mr Trophy

Original Poster:

6,811 posts

232 months

Monday 24th September 2012
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Hi All,

I had a chat with a member of staff today about some stuff that I wanted to get off my chest today, in short to build our reltionship.

So, over the weekend I made some notes to give me some sort of direction in the meeting, so I knew what to say etc. These notes, of course where not bad - it really was just for me to read so they came from the horses mouth and not just out the tounge with no sense.

Once the meeting ended, the said member of staff said, they would like a copy of the notes, which I said OK. However, after thinking about this, this afternoon, I decided that because these were for my own direction / thoughts - I have made them aware that I will not be sending the notes. Am I under any obligation to pass these on?

I would like to add, it was simple to get stuff off my mind - no warnings for the memeber of staff, disciplinaries etc and ended well for both of us.

Any help would honestly be gratefully received.

J3PTF

265 posts

187 months

Monday 24th September 2012
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Can't see why there's any obligation to share them if you don't want to.

However, given the point of the meeting was to build relationship, would it really hurt to give them a copy? Is there anything in there you'd have a problem them seeing?

daz3210

5,000 posts

269 months

Monday 24th September 2012
quotequote all
Re-write them as minutes to the meeting and give them them.

Mr Trophy

Original Poster:

6,811 posts

232 months

Monday 24th September 2012
quotequote all
J3PTF said:
Can't see why there's any obligation to share them if you don't want to.

However, given the point of the meeting was to build relationship, would it really hurt to give them a copy? Is there anything in there you'd have a problem them seeing?
Whilst I agree that it was to build the reltionship, this was also personal to me as I wanted to bring stuff to their attention. There was nothing negative whatsoever, but, as I said I wanted these for me and for me alone so I had something to run off.

Dangerous Dan

624 posts

200 months

Monday 24th September 2012
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daz3210 said:
Re-write them as minutes to the meeting and give them them.
This.

I make notes in meetings I attend. Most of these are for my own info i.e. reminders etc.

If someone wants a 'copy' of my notes, I give them an abridged version.

Grenoble

59,269 posts

184 months

Monday 24th September 2012
quotequote all
Dangerous Dan said:
This.

I make notes in meetings I attend. Most of these are for my own info i.e. reminders etc.

If someone wants a 'copy' of my notes, I give them an abridged version.
I'd agree with this; give a short version e.g. :

  • Performance on xxx contract
  • Feedback from client A
  • General feedback on approach with sales and follow up timeliness
  • Success on client B
But no detail or opinions noted, unless it was starting a formal HR process. Which the moment it is written down, and the moment you start having meetings, it can be... so tread carefully.

shtu

4,505 posts

175 months

Tuesday 25th September 2012
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daz3210 said:
Re-write them as minutes to the meeting and give them them.
This, and keep the original notes on file.

SprintV8

261 posts

261 months

Wednesday 10th October 2012
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How should the minute's from a meeting be written out.

How the meeting went or it doesn't really matter..

kowalski655

15,212 posts

172 months

Wednesday 10th October 2012
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Idiotic question from an idiot...will Data Protection Act apply,so they have to be supplied?

Grenoble

59,269 posts

184 months

Wednesday 10th October 2012
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kowalski655 said:
Idiotic question from an idiot...will Data Protection Act apply,so they have to be supplied?
Harsh...

Firefoot

1,600 posts

246 months

Thursday 11th October 2012
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SprintV8 said:
How should the minute's from a meeting be written out.

How the meeting went or it doesn't really matter..
Are you taking minutes or making notes. There is a difference. Minutes would tend to be a more detailed account of a formal meeting - He said, she said etc. Notes would be the basics of an informal discussion and outcome - we chatted about your attitude towards ***** and I counselled you on the companys procedures.

I always offer to provide a summary of the meeting if it is informal and notes have been made. If it is formal then I provide full minutes and get them signed.


rog007

5,828 posts

253 months

Friday 12th October 2012
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'Data subjects have a statutory right of access to their data, so whatever you commit to paper or to the computer - including your personal opinions - may have to be retrieved and disclosed to them if a formal enquiry is made.'

We live in a highly regulated society now and this issue is but one manifestation of that; the Data Protection Act does indeed apply: http://www.legislation.gov.uk/ukpga/1998/29/conten...

Good luck!


kowalski655

15,212 posts

172 months

Friday 12th October 2012
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Grenoble said:
kowalski655 said:
Idiotic question from an idiot...will Data Protection Act apply,so they have to be supplied?
Harsh...
I meant the idiot was ME biggrin

72EuropaTC

207 posts

236 months

Friday 12th October 2012
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