Executive Summary
The business problem that I decided to focus
on for my final project was to create an effective way to track meeting
minutes, agenda items, and task lists in one location for a friend of mine that
owns a small construction company. Although this is a small construction
company, there are multiple projects going on at a time, with even more decisions
and action items per project that need to be tracked on a weekly basis. The goal of this project was to create a
simple to use excel workbook that would allow for a complete project history to
be documented through the use of an agenda and meeting minutes template. The format would not only be simple to use and
easy to distribute to project team members, but would also avoid time intensive
formatting in preparation for and during each meeting. With this form, an
accurate history of the project can be easily documented freeing up employee
time to work on more important activities.
The system that I built uses a handful of
buttons and user forms to gather and update information about the project. All formatting is handled through VBA code. Project information, current and future
meeting information, meeting attendees, and agenda items are all added and
updated by clicking on the appropriate button and filling out the user form
that displays on the screen. At the end
of the meeting, any item that has been marked as completed can be archived to
the bottom of the page by clicking a single button. Next to each archived item is the date that
the item was archived, or completed. In
preparation for the next meeting, the user simply has to click on the “Create
New Meeting Tab” button, and a new worksheet labeled with today’s date is
created, and all existing project information is transferred over to a new
form. This allows a complete and
comprehensive record of all meetings, attendees, and discussion items to be documented
for future reference. The following
section details out the functionality of the finalized project tracker
workbook.
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