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How To Manage Action Items in Meetings

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How To Manage Action Items in Meetings

Conducting a meeting gives you an opportunity to discuss new ideas, collaborate with colleagues and assess the team’s progress toward attaining shared goals. In a meeting, you may assign action items for team members to complete as they continue working on projects. Understanding how to use action items effectively may increase the productivity of meetings and clarify what you expect team members to accomplish.

What is a meeting action item?

A meeting action item is a task you assign to team members based on discussions during a meeting. Managers or team leaders often address these tasks during meetings, which may relate to ongoing projects. Typically, you assign an action item near the end of a meeting to ensure participants understand their responsibilities before leaving. Some examples of action items include:

  • Prepare a report detailing the quarterly sales numbers by the end of the week.
  • Perform inventory to track office supplies and share the data with the team by the end of the day.
  • Complete a draft of a marketing presentation for a potential client and send it to the manager for review by Friday morning.

How to use action items for meetings

Consider the following five steps to use action items in meetings effectively:

1. Record action items

Each time you agree on an action item, record the task. Include the name of the person responsible for handling it and any subtasks or project deliverables associated with the action item. You may also provide a brief description of the action item to make it easier to discuss future steps to accomplish it. If any member requires further clarification on an item later, you can review your meeting notes.

2. Discuss the purpose

Once you’ve recorded an action item, discuss why it’s necessary. This step presents an opportunity to explain how the action item integrates with the overall project or goal. For example, if you’re developing a website for a company and the action item is researching keywords to improve search engine optimization, discuss why it’s a crucial part of website development.

3. Assign action items

One strategy to consider when deciding how to delegate action items is to assign tasks according to the strengths of individual team members. It may also help to review the complexity of each task in relation to other responsibilities team members already have. Assign action items before the end of the meeting to help clarify everyone’s responsibilities for all team members present. Assigning all action items during the meeting can also save time spent allocating duties over email or in one-on-one meetings afterward.

4. Agree on due dates

When deciding what an appropriate due date might be, consider the time it may take to complete the task. You might ask all team members involved in an action item to contribute toward setting the due date. Also, make sure suggested due dates occur within the time frame to complete the overall project so your team stays on schedule.

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