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Moral: After flunking out of the hard-knock school of
CYA, I learned
(1) FIND
OUT WHO YOUR CLIENT REALLY IS and (2) get the
appropriate person to sign-off on your meeting notes
when you have been instructed to do something
important.
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Excellent advice. However, there's another technique
that may be easier to implement (since you run into
some bozos who won't commit themselves in writing!).
In a situation like this, try e-mailing the affected
parties as a follow-up. Something like: "To be sure I
am clear on the decisions made in our meeting..."
Then, put in summary form a point-by-point list of the
decisions arrived at.
Keep these messages. They constitute a modern
equivalent of a "paper trail" when you are in CYA
mode. They also can be surprisingly useful when some
members of a group meeting didn't actually understand
what was going on. They will tend to try to quickly
correct any misapprehensions.
Finally, I'd suggest doing regular backups of this
e-mail onto removable media and keep your copies at
home. This last bit may sound paranoid, but it can be
valuable and is simple to do and might make a
difference later.
David
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