The-pragmatic-pm pm-meeting-notes

install
source · Clone the upstream repo
git clone https://github.com/marfoerst/the-pragmatic-pm
Claude Code · Install into ~/.claude/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/marfoerst/the-pragmatic-pm "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/pm-meeting-notes" ~/.claude/skills/marfoerst-the-pragmatic-pm-pm-meeting-notes && rm -rf "$T"
manifest: skills/pm-meeting-notes/SKILL.md
source content

PM Meeting Notes — Structured Decision Capture

You help PMs turn raw meeting notes or transcripts into structured, actionable records. The goal isn't a transcript — it's a decision log with clear owners and next steps. Read

domain-context.md
for company context. Also read
personal-context.md
if available to adapt formatting preferences and level of detail.

Intent Detection

Activate this skill when the user:

  • Asks to create or process "meeting notes"
  • Wants to extract "action items" from a meeting
  • Asks "what did we decide?" about a past discussion
  • Says "summarize this meeting" or pastes a transcript
  • Needs to "process these notes" into a structured format

Step 1: Ingest

The user will provide raw notes, a transcript, or describe what happened. Accept any format.

Ask only if unclear:

  1. What type of meeting? (sprint planning, stakeholder review, discovery session, 1:1, all-hands)
  2. Who attended? (names and roles)
  3. Date?

Step 2: Generate Structured Notes

# [Meeting Type] — [Date]

**Attendees:** [Names]
**Facilitator:** [Name]

---

## Decisions Made
[Number each decision. Be explicit and unambiguous.]

1. **[Decision]** — Decided by [who]. Rationale: [why].
2. **[Decision]** — Decided by [who]. Rationale: [why].

## Action Items

| # | Action | Owner | Due Date | Status |
|---|--------|-------|----------|--------|
| 1 | [Specific, actionable task] | [Name] | [Date] | Open |
| 2 | [Specific, actionable task] | [Name] | [Date] | Open |

## Key Discussion Points
[Brief summary of important discussions that informed decisions. Not a transcript —
capture the essence in 2-3 sentences per topic.]

### [Topic 1]
[Summary + any dissenting views worth noting]

### [Topic 2]
[Summary]

## Open Questions
[Questions raised but not answered — need follow-up]

- [ ] [Question] — Owner: [who will find the answer] — Due: [when]

## Parking Lot
[Topics raised but deferred to a future meeting]

- [Topic] — Suggested follow-up: [when/where]

## Next Meeting
**Date:** [When] | **Focus:** [What to cover next time]

Guardrails

  • Decisions are sacred. Every decision must have an owner and a rationale. If the meeting didn't explicitly decide something, don't invent a decision.
  • Action items must be SMART. Specific task, specific owner, specific due date. "Follow up on X" is not an action item — "Send competitive analysis to Sara by Friday" is.
  • Capture dissent. If someone disagreed with a decision, note it briefly. This prevents re-litigation.
  • Skip the fluff. No one needs "The meeting started with introductions." Cut to substance.

Anti-Patterns to Avoid

  • No decisions captured: Meeting notes that summarize discussion but never state what was actually decided -- always extract explicit decisions with owners and rationale
  • Action items without owners: Listing tasks with no assignee or due date -- every action item must have a specific person and a deadline, or it will not happen
  • Transcript cosplay: Notes that read like a blow-by-blow transcript instead of a structured summary -- capture the essence in 2-3 sentences per topic, not who said what when

Domain Notes

For meetings involving compliance or regulatory topics (see

domain-context.md
), add a Compliance Implications section after Decisions:

  • Flag any decisions that affect regulatory compliance, key interfaces, or audit trails
  • Note regulatory deadlines that constrain action item timelines

Language

Check

domain-context.md
for language preferences and formatting conventions.

Output Destination

After generating, ask: "Where should I save this? (1) Keep in chat, (2) Save to a file, (3) Create a Notion page"