How To Follow Up After Daily Stand-Ups

This one checklist made my life 10x easier (Save hours later by following these steps now!) Over the last 22 months, I’ve attended 184 walkthrough meetings. Trial. Error. Frustration. Fixes. And through all of that, I created this simple system. A checklist that every auditor should follow after the walkthrough ends. If you’re tired of scrambling for screenshots, losing notes, and chasing follow-ups days later, Save this post. Share it with your team. Use it every time. Post-Walkthrough Checklist: The SOP I swear by 1. Segregate your screenshots (Immediately) - Use Windows + Print Screen to capture quickly. - Create a new folder right after the meeting using this format: [Date]_[Control_ID]_[ControlName]_[AuditName] - This makes it easy to find everything later. 2. Store in two places - One local folder on your laptop - One shared folder (e.g., Teams) so others don’t need to ping you 3. Summarize your notes - Right after the meeting, take 5–10 minutes to clean up your notes. - Capture who said what, any key clarifications, and system flows. 4. Save notes smartly - Again one local, one shared. - Use the same naming format for consistency. 5. List out all follow-ups in one place - Don’t rely on memory. - If something needs clarification or additional evidence, document it immediately. 6. Assign owners and due dates - Use a tracker to assign each follow-up to a control owner with a clear timeline. - This alone will save you days of back-and-forth. 7. Update your main control tracker - Capture the status of the walkthrough and all pending items. - If your team doesn’t have a control tracker, create one. (And if they do make sure you’re using it daily.) Bonus: I personally keep a tracker with separate tabs for each audit I’m working on. Every control I’m assigned gets listed with deadlines, dependencies, and current status. This isn’t just a checklist. It’s a habit. Follow it after every walkthrough and your future self will thank you during wrap-up week. Have your own post-walkthrough system? Drop it below! I’d love to see how others do it.

To my fellow EAs - let's talk meeting minutes. A few tips below: 🛠 Before the Meeting: - Know the agenda: Get a copy ahead of time. You'll anticipate key points. - Set up a simple template: — saves you from scrambling. - Clarify roles: Know who’s leading the meeting and who the key decision-makers are. 🗒 During the Meeting: - Capture major points, not every word: Focus on decisions made, key discussions, and assigned tasks — not side conversations or exact quotes. - Use bullet points: They're faster to write and easier to read later. - Identify action items clearly: Write what needs to happen, who’s responsible, and by when. - Mark follow-ups: If something is undecided, flag it for next time. - Stay neutral: Don’t add personal opinions or interpretations. 🛠 After the Meeting: - Clean up right away: Don’t wait — fresh memory = better notes. - Summarize clearly: Reword any messy notes into clean, short sentences. - Send it out quickly: Ideally the same day or the next morning, while things are still fresh for everyone. - Highlight key decisions and tasks: Bold or bullet them so people can skim easily. 🧠 Bonus Quick Tips: - Bring a laptop if you type faster than you write (I prefer writing) - If you’re unsure about something (like a decision), ask during the meeting: "Just to confirm, are we agreeing to [this decision]?" - Develop shorthand: "AI" for Action Item, "D" for Decision, "F/U" for Follow-Up. What would you add?

I’ve discovered a game-changing method to handle meeting follow-ups, making me stand out from the crowd. Here’s the secret: I combine Otter.AI with ChatGPT for unbeatable efficiency and precision. Here’s how it works: Record with Precision: During every meeting, I use Otter.AI to record and transcribe the conversation. This ensures I capture every detail—nothing slips through. Generate with AI: After the meeting, I take the Otter.AI transcript and feed it into ChatGPT. I prompt it to draft an ideal follow-up email that recalls critical points and suggests next steps. Effortless Excellence: Within minutes, ChatGPT crafts a follow-up that’s not just timely but thorough. It includes all the details from our discussion, perfectly tailored suggestions for moving forward, and personal touches that make the recipient feel valued. This strategy has drastically enhanced my professional follow-ups, making them more timely, detailed, and personalized. It’s not just about following up anymore; it’s about standing out in a sea of standard emails. Try this approach, and watch your follow-up game change forever. You’ll save time, maintain better relations, and most importantly, you’ll always be on top of your game. If this tip was valuable share it and pay it forward! #BusinessInnovation #EntrepreneurTips #MeetingProductivity #AIForBusiness #TimeManagement #ProductivityHacks #SmallBusinessSupport #WorkSmarter #TechToolsForBusiness #EfficiencyExperts