Reference library
APPENDIX C
Sample Templates
Reusable starting formats for meeting notes, requirements, triage notes, data lookup requests, and AI meeting summarisation.
Meeting Notes Template
- A.Meeting Topic
- B.Date and Attendees
- C.Decisions Made
- D.Open Items - Owner, Due
- E.Background/Context Notes
Simple Requirement Template
- A.Stakeholder Request - As stated
- B.Underlying Requirement - What need this satisfies.
- C.Open Questions - Anything still unclear or unconfirmed
- D.Source - Who said this, When
Triage Note Template
- A.Issue Description
- B.Known Facts
- C.Assumptions - Clearly marked as such
- D.Initial Assessment
- E.Escalation Needed? - If yes, specific ask.
Data Lookup Request Template
- A.Use this template when requesting that a technical teammate or database administrator run a query on your behalf, rather than running one yourself without authorization.
- B.Business Question I Am Trying to Answer
- C.Data I Believe Is Needed - Table or field names, if known
- D.Time Sensitivity
- E.Requested By and Date - Requested By, Date
AI Prompt Template for Meeting Summarization
- A.Use this as a starting structure when asking an approved AI assistant to help draft a meeting summary from raw notes. Always review the output against the original notes before distributing.
- B.Prompt
- C."Summarize the attached meeting notes into three sections·Decisions Made, Open Items with Owners, and Background Context."
- D."Do not add any information not present in the notes."
- E."Flag anything unclear as an open question rather than guessing."
- F.Reviewer Check
Confirm every name, date, and decision in the AI output against the original notes before sending.