AI & automation · Planning worksheet

Meeting summaries: verify material omissions

Illustrative situation

A concise summary omits an important condition attached to a project decision.

The decision

Review the summary against the meeting's agreed purpose and significant decisions. Brevity should not remove qualifications that change what the team is authorised or expected to do.

Rehearse this before accepting the change

Include a conditional fictional decision and check whether the condition survives summarisation.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Track material omissions found in review.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Healthcare workflow automation linking incoming messages, document processing and task review.
Keep the normal route and the exception route visible.
Healthcare AI review with a draft document, source folder, inspection lens and approval checks.
Verify suggested output against appropriate sources.
Healthcare automation pilot illustrated by a timer, task checks and an exception card.
Measure a bounded pilot before extending it.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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