How would you stay afloat when managing a high volume of projects in a professional services role?
I’m professional services managing about 80 projects. One thing I am struggling to do is recapping meetings, making note of immediate action items, next steps, and tracking important decisions that are made through email and meetings.
For meeting recaps, I have to rely on starting a transcript, and then feeding it through ai for a recap.
For action items and overall status/ health, I use one note. It’s a nightmare I don’t have a process and would like guidance. I.e if
You use excel, what format do you use, any pm tools or processes I can follow?