Here you can find quick references to ideas, goals, deadlines, data, and anything else important that’s covered in our meetings.
Meeting note guide
The goal is to keep our notes as simple as possible without losing any important details.
Let’s look at the main information we need to capture when taking meeting notes:
Key points on the agenda: Record a brief summary of each item covered on the agenda and the outcomes discussed. Try to limit each point to no more than three sentences, and be sure to ask the room for confirmation before writing down any plans or decisions.
Action items: As action items are proposed in the meeting, make sure to write down the assignment, who it’s assigned to, and its due date.
Ideas: If you have ideas, questions, or follow-ups you want to make after the meeting finishes, include a section for jotting these types of notes down during the meeting so we don’t forget.
Meeting note template
Following a template can help reduce clutter, making our meeting notes easier to read through.
Date of meeting
Attendees
- List of people present at the meeting
Meeting agenda
- Point 1 (important discussions and decisions made)
- e.g.: Create a presentation based on last week’s monthly expense report
Questions and answers
- Make a note of any questions asked and answers given during your meeting
Action items
- Here’s where you’ll list action items, assignees, and deadlines
- e.g.: James to deliver presentation on expense report by next Friday
Ideas/general notes
- Ideas that crop up during the conversation, follow-ups to do after the meeting wraps