This Action Items Template is designed specifically for MBA and business students to conquer the fast-paced demands of business school. From quickly documenting takeaways in case discussions to tracking responsibilities in group projects and ensuring timely networking follow-ups, this template keeps you organized and accountable. It helps you capture critical tasks, deadlines, and owners, so you can focus on learning and engaging.
Meeting/Discussion Details
Case Study: Starbucks Global Expansion Strategy
Enter the name of the meeting, class, or discussion.October 26, 2023, 10:00 AM EST
Record the date and time the action items were generated.Team Alpha (Sarah, David, Emily, Mike)
List the key individuals present or involved in the discussion.Action Item Log
Research Porter's Five Forces for the tech industry analysis
Clearly state the specific task to be completed.Emily Chen
Indicate who is responsible for completing this action.November 1, 2023
Set a clear deadline for the completion of the action item.Open / In Progress / Completed / Blocked
Update the current progress of the action item.High / Medium / Low
Assign a priority level to help manage workload.Context & Notes
Identified key challenges in market entry for new product launch. Decided to focus on competitive analysis next.
Provide a brief overview of the discussion that led to these action items.https://canvas.harvard.edu/courses/12345/files/67890
Include links to related documents, slides, or external resources.Agreed on using discounted cash flow for valuation model.
Document any important decisions reached during the session.Follow-Up & Review
Prepare presentation slides for Monday's group meeting.
Outline the immediate next actions or agenda items for future discussions.November 3, 2023
Schedule a date to review the status of these action items.How to Use This Template
- Open the Action Items Template in CraftNote after every case discussion, group meeting, or networking event.
- Fill in the 'Meeting/Discussion Details' section to contextualize your action items, including attendees and the topic.
- For each task, add a new entry in the 'Action Item Log', detailing the description, assignee, due date, and priority.
- Utilize the 'Context & Notes' section to add summaries, link to relevant course materials, or document key decisions made.
- Regularly review and update the 'Status' of your action items, setting 'Review Dates' to ensure timely completion and follow-up.
Customization Tips
- For networking follow-ups, add a field for 'Contact Information' and 'Last Interaction Date' to keep track of your connections.
- When preparing for interviews, customize the template to include 'Skills to Highlight' and 'Company Research Points' as action items for each interview.
- For thesis or major project discussions, add a 'Deliverable' field to specify the output required for each action item, like 'Draft Chapter 1' or 'Data Analysis Report'.