Page 122 - engage workbook

Typical layout of a CC Note (Clarify and Confirm)

From: Zig
Sent: January 29, 20xx 14:06 PM
To: Tog
Subject: Our meeting earlier today

Dear Tog,

thank - strengthen the impact of thanks by referencing specific topics discussed.
Thank you for meeting with us to discuss…(or)
I enjoyed our meeting this morning and the discussion…

establish the purpose of the note - the goal here is agreed joint understanding
and commitment to move forward.
I thought it would be helpful if I set out my understanding of the key points we
discussed today…(or)
We covered many topics and I thought it would be helpful to note down what I heard
so that we make sure we both go forward with the same shared understanding…

request input - request their input as strongly as you can, using your own words.
You really want them to comment.
Please note down any additional thoughts you have as you read through the note,
and if I’ve missed any points, please add them…(or)
I’ve noted below the key points as I remember them and it would be great if you
can check I haven’t overlooked or misunderstood anything - then add any further
thoughts you have.

My understanding: - consider the points to note. Key points only or everything
that was said? Sensitive or confidential topics may be excluded.
• first point, either in order discussed or order of importance (most importantfirst).
Where possible use responses to Hunt and Paint questions
• second point…noting both Challenges and Opportunities
• third point…

confirm next steps - ideally, next steps will include commitments to action from
both parties to the discussion.
We agreed that the next steps would be…(or)
In terms of next steps, you agreed to provide more information on xxxxxx and I
said I would xxxxxxxxx. I will call you next week to give you an update on progress.

Regards,
Zig

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