Everyday Work and Learning

Meeting Preparation and Follow-up

Learn to create agendas, questions and action summaries and leave clear owners and next steps in this beginner-friendly ChatGPT lesson.

Learning outcomes

  • Explain how to create agendas, questions and action summaries.
  • Complete the guided activity safely.
  • Check that you can leave clear owners and next steps.

Before you begin

Prepare a short sample document or fictional scenario. Keep responsibility for checking facts, tone, calculations and decisions.

Open official OpenAI guidance ↗

Step-by-step instructions

  1. Open a new practice chat with a clearly defined outcome and confirm you are using the intended account or workspace.
  2. Turn sample objectives into a timed agenda.
  3. Pause and check privacy, permissions, source material, feature availability and any instruction that affects the task.
  4. Review the result carefully and confirm that you can leave clear owners and next steps.
  5. Save only the useful, verified output and record one improvement for your next prompt.
Ian's practical tip: Start with fictional or non-sensitive information. Treat the first response as a draft, then verify facts, sources, calculations and permissions before using it.

Practical activity

Turn sample objectives into a timed agenda. Your expected result is to leave clear owners and next steps.

Good-practice checklist