Purpose
Standardize client meeting notes and transcript storage for SPMs and project managers using the approved client notes system, transcript tool, and shared document.
Process
1. Open the client record and its linked master notes document.
2. Open the relevant meeting recording and copy the transcript only; omit the auto-generated summary unless the transcript is unavailable.
3. At the top of the document, add the meeting date and a short description as a title/heading.
4. Paste without formatting so spacing and layout remain consistent.
5. Keep the newest notes at the top and move older notes down.
6. If the recording link is broken, use the saved meeting summary and follow the same date and unformatted-paste format.
7. For recurring strategy meetings, add the quick recap to the task comment and complete the task so it recycles.
Standards
Include the date, relevant client-impacting communications, and the approved source-note link. Do not include every minor message. Escalate missing or broken client-document links to the Director of Operations.