The Follow-Up Document

After a high-stakes briefing, send a one-page summary within 24 hours. Not a meeting transcript — a confirmation of commitment. The document has three sections: what was discussed (the decision points covered), what was agreed (any in-meeting commitments, changes to the recommendation, or conditions named by the executive), and what happens next (the specific next step, who owns it, and the timeline). This document serves two purposes: it prevents the meeting from being reinterpreted later, and it creates a written record of any commitments made.

# POST-BRIEFING SUMMARY
Meeting: [Topic] | Date: [YYYY-MM-DD] | Attendees: [Names]
Prepared by: [Name] | Sent within: 24 hours

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## WHAT WE DISCUSSED
[2-3 sentences summarizing the decision points covered.
Not a transcript. The decisions and objections raised, not the full conversation.]

Key objections raised:
• [Objection 1 — stated neutrally]
• [Objection 2 — stated neutrally]

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## WHAT WAS AGREED
[Any in-meeting commitments, modifications to the recommendation,
or conditions stated by the executive for moving forward.]

• [Agreement or condition 1]
• [Agreement or condition 2]

If no agreement was reached: "No decision was made. The open question
is [specific question]. Resolution is needed before moving forward."

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## NEXT STEP
[Single, specific action — who does what, by when, for what purpose.]

[Name] will [specific action] by [specific date] to [specific outcome].
Decision checkpoint: [date and format — meeting, email, call].

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Questions or corrections to this summary: [contact] by [date].