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Meeting notes and actions

Drumlin Valley Office · Meeting notes and actions · Duluth, MN

Dagny Vandermeer is the office manager at Drumlin Valley Office, a fourteen-person company office in Duluth, and she runs meeting notes, promised actions and every new hire's first-week checklist from here.

Any businessTeam and HRChecklists4 tables · 8 views · 2 forms · 2 dimension sets · 1 digest · 2 checklists · 1 notification · 1 agent
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Meeting calendar

Meetings
October 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5Weekly staff: Q4 targets
6Safety huddle: forklift lane markings
7
8
9One-to-one: Zenobia on schedule change
10
11
12
13
14New hire welcome: Dashiell and Maribeth
15
16Quarterly planning: year-end close
17
18
19Weekly staff: price list changes
20
21
22
23Safety huddle: winter road kit
24
25
26Weekly staff: budget draft
27Vendor call: fuel card renewal
28
29
30
31

Tables

Meetings

25 sample rows · 12 columns

Every staff meeting, huddle and vendor call: when, who chaired, what was decided and whether the notes went out.

MeetingKindHeld onWhereChairStatusAttendance
Vendor call: fuel card renewalVendor callOct 27, 3:30 PMVideo callIsolde Crabtree-NavarroPlanned—
Weekly staff: budget draftWeekly staffOct 26, 2:00 PMMain conference roomHalvard BellweatherPlanned—
Safety huddle: winter road kitSafety huddleOct 23, 12:30 PMBreak roomMagnus Idowu-KarlssonPlanned—
Weekly staff: price list changesWeekly staffOct 19, 2:00 PMMain conference roomDagny VandermeerPlanned—
Quarterly planning: year-end closeQuarterly planningOct 16, 6:00 PMMain conference roomIsolde Crabtree-NavarroHeld8
New hire welcome: Dashiell and MaribethNew hire welcomeOct 14, 1:30 PMBreak roomDagny VandermeerHeld7
One-to-one: Zenobia on schedule changeOne-to-oneOct 9, 8:00 PMBack officeDagny VandermeerCancelled—
Safety huddle: forklift lane markingsSafety huddleOct 6, 12:30 PMBreak roomMagnus Idowu-KarlssonHeld10
Weekly staff: Q4 targetsWeekly staffOct 5, 2:00 PMMain conference roomHalvard BellweatherHeld13
One-to-one: Ingeborg on estimating backlogOne-to-oneSep 30, 7:00 PMBack officeHalvard BellweatherNotes sent2
Weekly staff: open enrollment datesWeekly staffSep 28, 2:00 PMMain conference roomAurelia Stroud-MatsumotoNotes sent12
Vendor call: payroll provider renewalVendor callSep 24, 4:00 PMVideo callAurelia Stroud-MatsumotoNotes sent3

13 more rows

Action items

37 sample rows · 10 columns

Each thing someone promised in a meeting, who owns it, when it is due and how many hours it needs.

ActionItem codeFrom meetingOwnerDue onStatusPriority
Send the fall bid turnaround rule to every estimatorAI-101Weekly staff: fall bid pipelineIngeborg ValdespinoAug 21, 2026DoneNormal
Update the bid tracker with ten-day clocksAI-102Weekly staff: fall bid pipelineRhodri CastellanosAug 24, 2026DoneNormal
Replace worn bolts on the ladder racksAI-105Safety huddle: ladder racksMagnus Idowu-KarlssonAug 27, 2026DoneHigh
Sign the two truck lease renewalsAI-103Weekly staff: truck lease renewalHalvard BellweatherSep 3, 2026DoneHigh
Post the estimator openingAI-107Quarterly planning: next quarter hiringAurelia Stroud-MatsumotoSep 4, 2026DoneHigh
Post the driver openingAI-108Quarterly planning: next quarter hiringAurelia Stroud-MatsumotoSep 4, 2026DoneHigh
Arrange pickup for the oldest vanAI-104Weekly staff: truck lease renewalPercival Anstruther-LundSep 8, 2026DoneNormal
Cancel the old copier leaseAI-110Vendor call: copier contractDagny VandermeerSep 10, 2026DoneNormal
Schedule first-round interviewsAI-109Quarterly planning: next quarter hiringDagny VandermeerSep 13, 2026DoneNormal
Order shelving from the second quoteAI-111Weekly staff: warehouse shelving quoteMagnus Idowu-KarlssonSep 14, 2026DoneNormal
Draft the year-end bonus memoAI-106Weekly staff: year-end bonus timingAurelia Stroud-MatsumotoSep 18, 2026DoneNormal
Clear the back wall before install dayAI-112Weekly staff: warehouse shelving quoteMagnus Idowu-KarlssonSep 21, 2026DoneNormal

25 more rows

New hire files

8 sample rows · 10 columns

One welcome file for each person joining the office, with the desk, the paperwork and the thirty-day check-in.

FilePersonManagerStageFirst dayDesk and login readyPaperwork in
Dashiell Pomeroy-Nkemelu, welcome fileDashiell Pomeroy-NkemeluDagny VandermeerFirst weekOct 14, 2026NoYes
Maribeth Quillon-Adeyemi, welcome fileMaribeth Quillon-AdeyemiDagny VandermeerPaperworkOct 14, 2026YesNo
Sunniva Hartigan-Oyelowo, welcome fileSunniva Hartigan-OyelowoDagny VandermeerClearedSep 15, 2026YesYes
Tiberius Wakefield-Osei, welcome fileTiberius Wakefield-OseiHalvard BellweatherClearedFeb 25, 2025YesYes
Zenobia Falkenrath, welcome fileZenobia FalkenrathDagny VandermeerClearedAug 9, 2024YesYes
Rhodri Castellanos, welcome fileRhodri CastellanosHalvard BellweatherClearedOct 14, 2023YesYes
Ingeborg Valdespino, welcome fileIngeborg ValdespinoHalvard BellweatherClearedMar 28, 2023YesYes
Magnus Idowu-Karlsson, welcome fileMagnus Idowu-KarlssonHalvard BellweatherClearedDec 14, 2019YesYes

Also included

  • New hire first weekChecklist
  • Meeting follow-upChecklist
  • Friday open actionsDigest
  • Action blockedNotificationLets the office manager know when someone marks a promised action as blocked.

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