Knock Knock Who’s There? Professional Telephone and Conference Call Etiquette: Part 5 – Wrap Up and Follow Up

In parts 1 through 4 we discussed how to set up up and have a successful telephone and or conference call. In part 5, we will touch on wrapping up the call and establishing a plan for follow up. In this step the leader or organizer of the call or the person who was set to take notes during the call should provide a recap of the key points of discussion and or decisions made during the call. Additionally, next steps including task tasks to be completed along with the responsible part and due dates should be outlined. If the group needs to meet again, a preliminary or tentative meeting date should be set and a personal should be designated to formally schedule the meeting and send a meeting invite for the follow up meeting

Leave a Reply