Cover of the SEV Client Meeting & Decision Register, with the decision register and meeting record behind it

SEV Client Meeting & Decision Register

£17.00
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Cover of the SEV Client Meeting & Decision Register, with the decision register and meeting record behind it

SEV Client Meeting & Decision Register

£17.00
Product Overview

Client work is decided in conversations. This register makes sure each conversation has a purpose, ends in a written record the client confirms, and adds its decisions to one numbered list that both sides can rely on months later.

  • Read first: how the register works, and "Good records": what counts as a decision, how to write one that cannot be misread, the decision test, and weak and strong records side by side.
  • Worked examples: a completed meeting record, and a decision register and action log for a fictional studio, including a reversed decision that is kept and superseded, not erased.
  • Nine working pages: project meeting plan, agenda, meeting record, decision register, decision record (options, effect on scope, time and fee, approval), action log, open questions and assumptions, people and an approval matrix, and a decision summary at handover.
  • Four Word templates: Meeting Agenda, Meeting Record, Decision Record, and Decision Register & Action Log: the client-facing versions, ready for your branding.

One numbering scheme (M-, D-, A-, Q-, As-) ties every page, email and invoice together. It complements the Luxury Digital Client System, which promises an agenda and a written record; this provides them.

Included Files
  • A4 Digital (PDF, 17 pages)
  • A4 Print (PDF, 17 pages)
  • US Letter Digital (PDF, 17 pages)
  • US Letter Print (PDF, 17 pages)
  • Editable Word templates (ZIP): 4 templates × A4 and US Letter; 8 DOCX files
Compatibility & Access
  • Editable .docx Word templates supplied in a ZIP: extract it before opening in Microsoft Word. A4 and US Letter versions are included.
  • PDF editions in A4 and US Letter. You need a PDF reader; to write on screen, use a PDF app that lets you write on the page. The PDFs are not fillable forms.
  • Print the print edition at 100% or Actual size; use Fit to page if your printer cannot print close to the page edges. Physical printing has not been verified.
  • Links and bookmarks require a supporting PDF reader; support in handwriting or note-taking apps varies.
  • A record-keeping system for client work. It is not legal or professional advice, and a meeting record or decision record is not a contract.
  • The PDFs contain no fillable form fields.
  • Links and bookmarks work in standard PDF readers. Support for links in note-taking apps varies.
  • This is a digital product: nothing is posted, and no shipping charge applies.
  • Printed results depend on your printer, ink and paper.

This is a digital product supplied by SwordEyeVisions Ltd. You receive four PDF files (A4 and US Letter versions for on-screen use and printing yourself), plus a ZIP of editable Word templates in A4 and US Letter. No physical product is supplied and no shipping charge applies.

This product is offered for immediate digital delivery. Before completing your purchase, you will be asked to consent to supply before the end of the 14-day cancellation period and acknowledge that your right to cancel ends when supply begins. Once payment succeeds and those requirements are completed, your download link is sent automatically to the email address used for your order. You do not need to email us to request delivery.

Keep your order confirmation and download email. If you cannot find them, check your spam or junk folder. For delivery, cancellation or file-access assistance, contact info@swordeyevisions.com with your order number.

As a consumer, you normally have 14 days after the day your contract is formed to cancel without giving a reason. If you validly consent to early supply and acknowledge the loss of your cancellation right, that right ends when supply begins. To cancel while that right remains, email info@swordeyevisions.com with your order number and a clear request to cancel. No special wording is required. Your statutory rights if digital content is faulty, not as described or otherwise fails to meet legal requirements remain unaffected.

Refunds and statutory rights

If you exercise a valid statutory cancellation right, we will refund the amount due without undue delay and within 14 days after you tell us you are cancelling, using the original payment method unless we agree otherwise, without a refund fee. After supply, we will assess any problem with the digital content and provide the remedy required by law. We may consider goodwill requests individually; no additional blanket refund guarantee is promised. Where an order is cancelled or refunded and access is withdrawn, we deactivate its download access separately. Deactivation does not remove copies already saved to your device. These terms do not limit rights that cannot lawfully be excluded.

Licence

A business-use licence: the business that bought it (owners, staff and contractors working for it) may use, adapt and rebrand the pages and templates and send completed or adapted copies to its own clients without limit. It may not resell, share or publish them as templates, or make systems from them for other businesses.

Digital Terms
Support

For delivery, cancellation, download or file questions, contact info@swordeyevisions.com with your order number.

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