Editable template

Meeting or Action?

Decide whether this case needs another meeting or simply needs someone to do something.

Confidentiality: entries stay in this browser only — nothing is sent to a server. If you enter a student name, treat the export as a confidential student record.

Download the print version

Entries save automatically in this browser only — nothing is sent to a server. Loading saved entries…

Basics

Use initials or a case reference if you prefer to keep this anonymous.

Keep this record confidential. If it names a student, treat it as a student record and store it accordingly. Entries save in this browser only.

Student / case referenceSchoolDateCompleted byTeam / meeting

Test it

The situation

A meeting is warranted if…

We need information only the family or student hasWe need people with different authority in the same roomWe need shared commitments across staffA required process calls for it

Verdict

Action now — assign it todayMeeting — with a clear purpose and decisionAction now, meeting later if needed

Assign the action

Action	Owner	By when