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How to write a memo-providing meeting recap*-header

How to write a memo-providing meeting recap*-header.

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How to write a memo-providing meeting recap*-header

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  1. How to write a memo-providing meeting recap*-header To: Ryan O’Brien, Jay Albert, Pete Brown, Mike Carlson, Ron Drew, Peter Ellis, Molly Frank, Al Goldberg, Pat Harding, Alan Jackson, Rita Longobardi, Justin Markowitz, Ed Norton, Jim O’Reilly, Jin Shen, Booth Tarkington, Carlie Underwood, Billy Valdez, Tony Watson, Robert Yong, Felicity Zimbalist From: Denny Liang Date: April 15, 2011 Subject: Improving how division addresses client concerns * Summary written after a meeting; should be done as soon as possible; makes sure attendees/others know what happened and also next steps

  2. How to write a memo-providing meeting recap-overview Overview In light of our division losing the East Company account, thepurpose of today’s meeting was to discuss concerns identified by client managers and determine whether these issues require a new approach to handling client problems.

  3. How to write a memo-providing meeting recap-1st section of logic flow Top client concerns According to our client service managers, our two largest clients want to trim service delivery time by at least one day. Five midsize customers seek to cut up to one day from the current schedules. And 10 clients would like shorter time frames, ranging from 2 to 4 hours shorter. Our managers also cited that several clients are interested in semiannual meetings at which we would discuss additional means of lowering their expenses. In this regard, our two largest clients said that they’d like to hold meetings with us that are similar to those between them and their Big 4 accounting firms.

  4. How to write a memo-providing meeting recap-2nd section of logic flow New approach to client issue/problem resolution All meeting attendees agreed that our division should establish a small team that would handle client issues and problems and, in turn, develop a database of solutions that client service managers could access as needed. The benefits of this approach would be to improve the efficiency and effectiveness of resolving client concerns and, potentially, prevent future client losses.

  5. How to write a memo-providing meeting recap-3rd section of logic flow Next steps Ryan determined that the members of this team would include the following individuals: • Al Goldberg, Financial Analyst • Rita Longobardi, Marketing Manager • Jin Shen, Sales Consultant. On April 22, this team will meet to prioritize client issues and develop an action plan. Denny will serve as the team’s advisor and liaison with both Ryan and the client service managers. The team will report back to the division at the mid-year meeting.

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