Synopsis
Prepare for, conduct, and follow-up on meetings using Rational Team Concert.
Value
Rational Team Concert helps facilitate meetings by providing a means to track the status of meetings, record
meeting notes, and create work items for later action.
Prepare
The person responsible for the meeting performs the following steps:
Step
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Tool guidance
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1. Create a work item for the meeting
If you created work items from a work item template, then a work item may already have been created.
Include in the work item the purpose of the meeting, agenda, and link to material to be reviewed in the
meeting.
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See Creating work items in the web client.
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2. Send out invitations
The invitation should clearly indicate how those who cannot attend the meeting can provide input.
For example:
Release 2.0 Planning Meeting
[Meeting coordinates (time, place, webmeeting info]
If unable to attend, please review the Product Vision [link] and Product Backlog [link] and
attach any comments you would like us to discuss in the meeting to the "Plan release 2.0" work item
[link].
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Conduct
Step
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Tool guidance
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1. Designate a presenter to share his or her screen and do updates.
Ideally the attendees are also logged into Rational Team Concert so that they can help log work items
(such as ideas and impediments) as they arise, to offload the scribe.
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2. Designate a scribe to take minutes (if minutes are desired)
Minutes can be added to the work item, or to the work product being reviewed.
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On plans you can use or add a page for meeting notes. See Adding plan pages and Creating plan notes.
Retrospective type work items include a "Notes" section. If you use a Task work item,
you can capture meeting notes in the "Description" section.
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3. Set the state of the meeting work item to "In Progress".
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Updating work items in the web client
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Follow-up
After the meeting:
Step
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Tool guidance
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1. Create work items from notes
Create additional work items (typically some tasks, risks, and/or impediments) based on any notes
taken during the meeting.
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See Creating work items in the web client.
Note that the Rational Team Concert Eclipse client can facilitate work item extraction by highlighting the
text, right click the text and select Extract Work Item.
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2. Add reviewers/approvers
To ensure everyone provides feedback, consider adding absent team members as reviewers/approvers.
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Reviews/approvals are covered under Triaging work items in the web client.
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3. Resolve the work item
If you have a work item for the meeting, set the meeting work item to "Done" after all
offline feedback is received.
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Updating work items in the web client
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