# Signal to Strategy: From AI Notes to Sense-Making

A Civic IQ worksheet for teams using AI notetakers, transcripts, meeting summaries, and feedback tools.

## Use this with

- Meeting transcripts
- AI notetaker summaries
- Board meeting notes
- Community listening session notes
- Partner call summaries
- Survey or feedback summaries
- Staff debrief notes

## Core reminder

A transcript is not a pattern.
A summary is not a strategy.
An action item is not always the next right move.

## 1. Start With The Capture

What source are you reviewing?

Source:

Date:

Who was involved:

What did the AI tool produce?

- Transcript
- Summary
- Action items
- Themes
- Sentiment
- Other:

What is useful about the capture?


What seems incomplete, flattened, or missing?


## 2. Separate Capture From Meaning

What did people actually say?


What did the AI summarize or emphasize?


What needs human interpretation?


What context would someone miss if they only read the summary?


## 3. Find The Signal

Look for:

- Repetition: What keeps coming up?
- Tension: Where do people seem misaligned?
- Absence: What is not being said?
- Change: What feels different from before?
- Energy: What sparked concern, clarity, resistance, or momentum?

Signals we notice:


What might these signals mean?


What should we avoid over-interpreting?


## 4. Name The Strategic Question

What decision, risk, opportunity, or relationship does this point toward?


What question do we need to answer before acting?


Who needs to be part of that sense-making?


## 5. Translate Into Next Moves

What should we act on now?


What should we watch over time?


What needs clarification before action?


What should be brought back to the people who gave input?


## 6. Human Judgment Check

Are we moving because the AI produced an action item, or because the action fits the moment?


What are we still uncertain about?


What would a thoughtful next move look like?