Meetings, wether impromptu or scheduled, often involve a lot of information and tasks being discussed in a sometimes non-linear fashion. Take a look at our note taking template for the best results.
- Download PDF
- Customize fields as needed
- Complete each field as needed
- Polish and redistribute to meeting participants via email!
Execution & Follow Up
Follow the steps above to help take clear and effective notes during your next meeting. Regardless of your industry or position the template provided has pre-defined fields for easy organization.
Meeting Agenda – Define the meeting schedule
To Be Completed Before Next Meeting – Forecast goals for the next meeting
References & Research – Points of interest to explore
Topics To Consider – Potential courses of action, task, strategies
Notes – Space for note taking
Post Meeting Email
After the meeting is complete, review your notes for inconsistencies, spelling errors, etc… and compose the info into an easy to read email to the other meeting participants. This will be a great resource for the team to reference later and help hold departments accountable. Not to mention it shows initiative!
***Pro Tip: Automate the process and develop your own form using Google Forms then program it to auto distribute to the team upon submission.