Record of Discussion

Topic:
Associate(s) Involved in Discussion:
Date/Time Occurred:
Documentation Completed by:

Background Information:
Provide 2 3 sentences on the background and/or events that led up to
the discussion.

Details of Discussion:
Provide a bulleted list of the topics discussed; does not need to be a
verbatim of the discussion.

Outcome of Discussion:
What was the result of the discussion? How did it end? What are the
next steps or what follow up will happen?

Agreed Upon Action (agreed by both parties):

When will you meet again (if needed? Note date/time.
Note agreed upon actions (i.e. behaviors that will stop, information that
needs to be gathered, etc.)