Meeting Notes Template
Create a lasting record of what happened during a meeting.
About the Meeting Notes template
What are meeting notes?
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.
Start/ Stop/ Continue Retrospective
Giving and receiving feedback can be challenging and intimidating. It’s hard to look back over a quarter or even a week and parse a set of decisions into “positive” and “negative.” The Start Stop Continue framework was created to make it easier to reflect on your team’s recent experiences. The Start Stop Continue template encourages teams to look at specific actions they should start doing, stop doing, and continue doing. Together, collaborators agree on the most important steps to be more productive and successful.
Whether you’re planning a product launch, fully remote conference, or milestone event, the Event Planning Template will act as a visual checklist and map for all the details you need to consider before the big day. The Event Planning Template is an adaptable way to make sure the creative and strategic vision of your event doesn’t get lost in the details. By mapping out different sections - from the marketing plan, to the agenda, to snacks and swag for guests — you and your team can focus on the details most important to your functions, and collaborate as needed when overlaps occur.
Bull's Eye Diagram
When you’re a growing organization, every decision can feel like it has make-or-break consequences—which can lead to decision paralysis, an inability to prioritize, inefficient meetings, and even low morale. If that sounds like you, put a Bull’s Eye Diagram to work. True to its name, a Bull’s Eye Diagram uses a model of concentric circles to help companies establish priorities, make critical decisions, or discuss how to remove or overcome obstacles.
Random word brainstorming is a simple, creative technique using random words to generate new ideas and creative solutions to your problems. Using random word prompts allows you to step beyond traditional boundaries and address challenges from a different direction. Random word brainstorming allows your team to unlock their creativity to solve business problems, create new inventions, improve existing ideas, or just think about problems in a new way.
Team Meeting Agenda
Making the time for your team is important to help you to make decisions, align on priorities, and move in the same direction together. Team meeting agendas help add a schedule and structure to your allocated time slot when you need to share information and collaborate with your team. They also allow your team to agree on goals, talking points, action items, and who will lead the next steps. Uninterrupted team meeting time with an agenda can help your team review progress against OKRs, share updates, discuss roadblocks, and brainstorm ideas.
Maybe you’re planning a big occasion or event. Or maybe you’re arranging seating structures and traffic flows that are more permanent. Either way, creating a floor plan—an overhead scaled diagram of the space—is equal parts functional and fun. This template will let you visualize how people will move about the space and know quickly if the space will do what you need, before you commit time, money, or resources. And you’ll be able to get as detailed as you want—finding the right measurements and dimensions, and adding or removing appliances and furniture.