Meeting Notes Template
Create a lasting record of what happened during a meeting.
About the Meeting Notes template
If someone asked you how many meetings you have in a given week, you’d probably find it hard to answer -- not because you don’t pay attention, but because you have so many! When you’re in and out of important meetings all day, it can be difficult to remember who said what, or what goals everyone agreed on.
Meeting notes are simply a record of your meeting. Most teams prefer to assign a notetaker at the beginning of each meeting, so one person can focus on capturing the contents of the meeting instead of having everyone scramble to capture what they can. Many teams rotate the notetaker so everyone has an equal stake in the meeting.
Who should use the meeting notes template?
Any team that wants to keep a written record of what happened during a meeting. This is especially important for meetings with action items, deadlines, and decisions. You can assign one person to be responsible or you may want to rotate duties so that a different person is responsible for updating the meeting notes each time.
How to create meeting notes
Step 1: Assign a notetaker before the meeting.
Step 2: Decide on the topics you’re going to cover for the meeting. The notetaker can make a note of these topics.
Step 3: During the meeting, ask the notetaker to summarize the notes from the previous meeting to give you a starting point.
Step 4: Have the notetaker take down the names of the participants, agenda times, action items and due dates, and the main points from the meeting.
Step 5: As the meeting continues, the notetaker can continue to take note of any decisions made by the participants, the most important points covered, and any future decisions that need to be made.
Step 6: The notetaker can share the meeting notes with the team, if appropriate.
How do you use the meeting notes template?
Start with our pre-made template, making any changes you’d like to suit your particular needs. Invite team members to join your board and collaborate. Use the @mention or video chat if you need to get input from others. You can upload other file types such as documents, photos, videos, and PDFs to store all the relevant information in one place.
Get started with this template right now.
4P Marketing Mix Template
Works best for:
Marketing, Brainstorming, Workshops
Product, Place, Promotions, and Price. Starting with this template (and those 4Ps) you can choose the best way to take your product or service to market. The secret is to create just the right mix—deciding how much each P needs in terms of investment, attention, and resources. That will help you build your strengths, adapt to the market, and collaborate with partners. And our tool is the perfect canvas to create your marketing mix and share with teams and across your organization.
Kaizen Report Template
Works best for:
Agile Methodology, Operations, Documentation
What makes a great company great? They know that greatness needs to be fostered and maintained — meaning they never stop working to improve. If you’re one of those companies (or aspire to be), a kaizen report is an ideal tool. It creates a simple visual guide to continuous improvement activities on a team, departmental, and organizational level. Using a kaizen report approach, every employee in an organization audits their own processes and understands what they might have overlooked, making this a powerful tool for increasing accountability at all levels.
BPMN Template
Works best for:
Mapping, Diagrams, Business Management
The BPMN template helps you track and get an overview of your business processes. It’s a great way to identify any bottlenecks and make your operations more efficient. The BPMN methodology became a universal language when managing business processes, and multiple industries use it as a management tool. Project managers, business analysts, and IT administrators use the BPMN process flow diagram to manage projects, visually communicate the process flows, and keep track of process constraints. Try it for yourself and see improvements in your organization’s agility.
User Persona Template
Works best for:
Marketing, Desk Research, User Experience
A user persona is a tool for representing and summarizing a target audience for your product or service that you have researched or observed. Whether you’re in content marketing, product marketing, design, or sales, you operate with a target in mind. Maybe it’s your customer or prospect. Maybe it’s someone who will benefit from your product or service. Usually, it’s a whole collection of personalities and needs that intersect in interesting ways. By distilling your knowledge about a user, you create a model for the person you hope to target: this is a persona.
Agenda Template
Works best for:
Project Management, Meetings, Workshops
Even when you’ve hosted meetings for years, hosting them online is different. Keeping them structured, purposeful, and on-task is key. That all starts with having a detailed agenda, and this template makes it so easy for you to create one.
Meeting Reflection Template
Works best for:
Meetings, Brainstorming, Team Meetings
When schedules get hectic, “learning by doing” becomes the default way to learn. So make time for your team to learn in other valuable ways — by reflecting and listening. Led by “learners,” (team members who share with the rest of the team), a meeting reflection lets teammates share new information about a client’s business or an internal business initiative, offer problem-solving techniques, or even recommend books or podcasts worth checking out. Meeting reflections also encourage colleagues at all levels to engage in each other’s professional development of their teammates.