meeting notes best practices

in this guide, we’re going to run you through a simple process for preparing for, writing, and sharing meeting notes that actually get things done. the difference with meeting minutes is that a single person is responsible for taking them and they follow a very structured process. the easiest way to do this is with a meeting notes template—a simply formatted document that helps guide you through the note-taking process. the point of a meeting is to create action. make sure you use a system to keep your meeting notes somewhere public and share them with stakeholders or other relevant people on your team who missed the meeting. this gives you a great place to track the progress of your action items.

however, once you’ve got the basics down (and your meeting notes template ready) there are a few things you should know. if your goal is to be active in the meeting and take notes that will actually inspire action and make sense, go analog. this is a simple structure that mirrors our template but is quick and easy to jot down in meetings where you don’t have an agenda. use the top section of your meeting notes template–the goal and purpose–to provide a bit of context so you know what you were thinking going into the meeting. if you’ve used our template and are keeping your meeting notes in a wiki, they’ll have access to everything needed to keep the project moving. but once you master the basics and start using a meeting notes template, you’ll become more organized and productive.

start wrapping your arms around the art and science of the craft here. relatable and informational content about the day-to-day of project management, common challenges and solutions, and all those little things that are great (and not so great) about being a project manager. narrow down your software search & make a confident choice. note taking is no different; what may look like art is often the manifestation of deeply-rooted practices refined by time and repetition. i was recently asked by a mentee what are my note taking strategies, which led to breaking down my approach in a systematic fashion. often this setting requires that the project manager both lead the meeting and take notes at the same time. those responsibilities require different skills and different parts of the brain; one role is presenting and managing the direction of the meeting (usually involving sharing information and knowledge along the way), while the other is actively listening, processing, documenting, and reacting.

the arguably more important of the two is leading the meeting, so creating note taking strategies that are compatible with continual context-switching is a must. in fact, please don’t; human speech is often somewhat incoherent when written down verbatim and makes you read an excessive amount of information to find the valuable bits. when it comes to meeting notes, they’re really only useful if they can quickly be searched and skimmed later to find relevant information. now that we’ve covered the details of actual note capture, the bigger-picture process at play leading to successful notes is worth covering. don’t get me wrong – having notes is crucial, and taking good notes is an important part of a healthy project. often an hour meeting has ten or less key topics and moments that are must-haves in the notes. meetings can be messy (even with an agenda), but that doesn’t mean your notes need to be; find the signal in the noise! along the way, he’s had the privilege of working with numerous industry leading-organizations including nike, sequoia capital, dc comics, sony, pbs, and intel.

learn how to take thorough meeting notes using these tools: meeting note templates, best practices, and how-tos. the hugo team. techniques for taking great meeting notes 1. create a shared, digital document in the most permanent, publicly accessible place possible. 2. instead of desperately scrawling out key points, set up your meeting notes template in, meeting notes template, meeting notes template, project meeting notes template, meeting notes template free, best way to take meeting notes electronically.

tips & tricks for your note taking toolkit take partial notes – skip words, use keywords, write incomplete sentences. take notes in context – don’t overly, confluence meeting notes best practices, meeting note taker. 9 tips for effective meeting noteschoose a note-taking method that works you. ditch the laptopu2014use pen and paper instead. don’t write everything down verbatim. use a note-taking template. assign a specific note-taker for the meeting. transcribe conversations with recording software. highlight important points of contact.

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