Forums for the Business Analyst

 
  Modern Analyst Forums  Business and Sy...  General  Several questions on your product management practice
Previous Previous
 
Next Next
New Post 10/24/2018 7:53 PM
User is offline Alex Pri
1 posts
No Ranking


Several questions on your product management practice 

Hi! I want to simplify the process of customer interview, client negotiations and team meetings. In particular, taking notes on the key points and sharing them with the team.


I found that existing approaches are deeply flawed:

* Analyzing the record after the call: is pretty time consuming and takes more time than the call itself

* Capturing notes during the call: requires specialized skill,otherwise really valuable insights can be lost

* Involving assistant to capture the notes: is most often not available for small teams.


If you periodically face similar problems (or just want to optimize these processes), I would like to ask you several questions and show you the solution I designed.


Please drop me a line if interested.


 
New Post 6/4/2019 2:50 AM
User is offline Stewart F
98 posts
7th Level Poster


Re: Several questions on your product management practice 

Hi Alex, 

As a BA Manager, I have to attend multiple meetings, all for different projects, so minutes are ley to me so that I can remember what was said and by who, what actions etc. I also happen to be a Master of ICSA (Institute of Company Secretaries and Administrators). Basically how to run a company according to the Institute of Company Directors here in the UK.

I don't think a solution needs to be designed. Its more a question of better practice. 

In a meeting, you only need to note down something when a task is allocated or a decision is agreed. Everything else doesn't really matter so much. 

So, during the meeting when you come to your first task being allocated or decision made, stop the conversation and ask everyone to confirm "Ok, so are we all agreed that John will take ownership of the database cleansing task and will report back next week?" (or whatever it is that you agreed).Lets assume everyone agrees that this is what was decided.

You therefore, write down in your notes "Everyone agreed that John would take ownership of the Database Cleansing task and report back next week." You add this to what you publish. 

There are two reasons for doing this. One, it gives people a chance to reflect on what was agreed - was it really the best person to allocate the task to? Second, minutes of meeting can ALWAYS be challenged. Steve may say "Hang on, I didn't agree to this". That should also be documented. 

To make things easier for you and the reader of your minutes use peoples initials. I have attached an example to this post.

Over time you will get better at writing notes and being involved in the call. You should also let everyone know who is what in the call - who is taking notes, who is chairing the meeting. Don't get the same person to be both. Although for small meetings yo may have to - it is best practice not to though.

Above all - keep it simple, to the point and don't over elaborate - you are only writing what has already been agreed, MInutes of Call 23072018a - example.docx

By the way, names etc in the example have been changed, Companies and people don't exist as far as I know, and if they do, its random luck.

 
Previous Previous
 
Next Next
  Modern Analyst Forums  Business and Sy...  General  Several questions on your product management practice

Community Blog - Latest Posts

Rajesh-N
Rajesh-N
What Everyone Must Know about AI in Testing Artificial Intelligence is the buzzword that we frequently keep hearing. Its widespread popularity and influence can be understood from the way industries adopting AI in their organization. Whether it’s Healthcare, Automobile, Banking & Financial Services, or Airlines, many industries have st...
0 Responses
Ashish Adike
Ashish Adike
As a Business Analyst, very often we get into a situation where the Project requires multiple IT Products to be evaluated before implementation and might seek Business Analyst’s recommendation for the same. With the ever-growing range of Products in the market and the marketing promotions associated with some of the products, it’s very ...
0 Responses
m_anst
m_anst
What Does Success Look Like? I challenge Business Analysts to view requestors’ requirements as an opportunity to define success. Too often, teams fall into a trap focused on requestors’ prescriptive requirements that are meant to serve as roadmaps for developers and testers. When you limit your view of requirements to this prescripti...
0 Responses






Latest Articles

The Art of Letting Stakeholders Have Your Way
Nov 23, 2020
0 Comments
Study after study in behavioral science show that certain approaches are more effective than others when we’re trying to convince others to see ...
Copyright 2006-2020 by Modern Analyst Media LLC