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The Practice Management Knowledge Community (PMKC) identifies and develops information on the business of architecture for use by the profession to maintain and improve the quality of the professional and business environment.  The PMKC initiates programs, provides content and serves as a resource to other knowledge communities, and acts as experts on AIA Institute programs and policies that pertain to a wide variety of business practices and trends.

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Documentation and Increase in Virtual Meetings

  • 1.  Documentation and Increase in Virtual Meetings

    Posted 10-21-2020 01:36 PM
    With the dramatic increase in the use of virtual meetings during programming, design and construction, do firms need to create practice policy associated with documentation of project meetings?  How is your firm addressing this?

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    Michael Katzin AIA
    President
    Michael Katzin Project Services, LLC
    Johns Creek GA
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    ICYMI: Shifting perceptions of workplace relationships | Watch the recorded webinar


  • 2.  RE: Documentation and Increase in Virtual Meetings

    Posted 10-22-2020 11:00 AM

    In terms of documentation, our firm is not handling virtual meetings any differently than in-person meetings or conference calls, I do not see why you would need to. We keep meeting minutes as we would with any other meeting and distribute them as appropriate. 

    Are you experiencing a difference in virtual that requires a new protocol?



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    [ Nea May] [Poole] AIA
    [Principal]
    [Poole & Poole Architecture, LLC]
    [Midlothian, ] [Virginia]
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    ICYMI: Shifting perceptions of workplace relationships | Watch the recorded webinar


  • 3.  RE: Documentation and Increase in Virtual Meetings

    Posted 10-22-2020 05:49 PM
    Yes, there still needs to be formal documentation of meetings.  Written notes are still good - if you are able enough on your platforms, you can also record the meeting.  If that, make sure all parties concur with being recorded, even if the recordings are secure.

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    Edmond Gauvreau, FAIA
    Washington, DC
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    ICYMI: Shifting perceptions of workplace relationships | Watch the recorded webinar