John,
Thanks for your time today. Here are the minutes from our meeting:
– Staff performance reviews need to be booked in
– HR systems review is required; seek assistance from a relevant advisor
– Financials are ok, however, tighter cashflow monitoring is required
– The sales and marketing strategy developed 2 years ago now needs to be reviewed and updated
– The new company structure has yet to be discussed
Make sure you update the task sheet John as you complete these items.