Recap / next steps
Close with owners and dates, not a summary paragraph.
Related: Agenda / journey
When to use
Use as the last content slide when the room must leave with work. Do not use as a second findings dump. Do not use Infographic hero numbers here.
Guidelines
The title is the ask. Columns are owners. Dates live on the board.
Example
Harbor steering · close
Approve Wave 1 Friday; freeze scope before vendors start.
Ops
Name a single cutover owner by Friday.Product
Freeze Wave 1 SKUs by Friday; no net-new docks.Finance
Hold the dual-run budget through 30 Sep.Next steering: 12 Sep
Three owners, one recommended column. Steal owner/date cells, not a thank-you slide.
Rules
- Every next step has an owner and a date or deadline.
- Maximum three columns unless you split slides.
- Title is the primary ask, not “Next steps.”
User recipe
Goal: close a steering meeting.
Inputs: asks, owners, dates.
Constraints: Recap / next steps Rules.
Prompt skeleton: “Make a recap/next-steps slide in family consulting-exhibit using the Recap / next steps rules. Asks: [list with owners and dates].”
Anti-patterns
- “Questions?” as the close.
- Actions without owners.
- Repeating every finding from the deck.