PURPOSE · EVIDENCE · DECISION · OWNER · DEADLINE

Leave the meeting with
a clear next action.

Prepare the decision, separate evidence from impressions, and convert discussion into owned follow-up.

Meeting typePurpose and decision neededRelevant evidence—no names or protected detailsQuestions and voices needed

Meeting record

MEETING-TO-ACTION RECORD
Meeting: PLC / TBT

PURPOSE / DECISION NEEDED
Not entered

EVIDENCE TO BRING
Use approved, relevant evidence and protect personally identifiable information.

QUESTIONS / VOICES NEEDED
What must be clarified, and whose perspective is missing?

DECISIONS AND ACTIONS
Record decisions separately from discussion notes.

FOLLOW-UP CHECK
□ Confirm what was decided—not only discussed.
□ Confirm owner, deadline, and required documentation location.
□ Share only with people authorized to receive the information.
□ Schedule the evidence review or next decision point.

This aid does not replace official IEP/504, evaluation, HR, safety, or district documentation systems.

Leave the meeting witha clear next action.

Leave the meeting with
a clear next action.