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What to Include in Meeting Notes?

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Vabro

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April 04, 2023

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22 min read

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What to Include in Meeting Notes?

Meeting notes are crucial for capturing the essence of a discussion, ensuring accountability, and facilitating follow-ups. A well-structured note helps clarify decisions, next steps, and who is responsible for what. Here's a breakdown of the essential elements to include in meeting notes:

1. Meeting Details

Begin by noting down the basic information of the meeting:

  • Date and Time: When did the meeting take place?
  • Attendees: List the participants and note if anyone was absent.
  • Location or Platform: Where was the meeting held (in-person or via a virtual platform)?
  • Meeting Purpose: Provide a summary of the meeting’s objective (e.g., "Team Update," "Project Planning").

2. Agenda Items

Outline the topics discussed during the meeting. If there was a predefined agenda, follow it. Ensure each item is covered clearly to help attendees easily refer back to specific points.

3. Key Discussion Points

Summarize the main points discussed for each agenda item:

  • What was said: Capture the key ideas, suggestions, and comments.
  • Questions and Answers: Highlight any questions raised, along with the answers or resolutions.
  • Key Concerns: Document any challenges or issues that arose during the meeting.

The goal is to provide a clear summary of the discussion without transcribing every word.

4. Decisions Made

Record all decisions taken during the meeting:

  • What was decided: Document the outcome or agreement.
  • Who made the decision: Note who is responsible for the decision.
  • Rationale: If necessary, briefly explain the reasoning behind the decision.

5. Action Items

Action items are critical to tracking what needs to be done post-meeting. For each task, include:

  • Task: A clear description of the responsibility.
  • Assignee: Who is responsible for completing the task.
  • Deadline: Any due dates or expected completion dates.
  • Next Steps: Include any follow-up meetings or milestones if applicable.

Example:

  • Task: Create project timeline draft
  • Assigned to: Sarah
  • Deadline: October 30th

6. Follow-up and Next Meeting

Close the meeting notes by summarizing follow-up actions:

  • Follow-up steps: Mention any documents or resources to be shared.
  • Next meeting: State the date and time for the next session, if planned.

Bullet Points for Quick Reference:

  • Date, Time, and Attendees: Meeting basics
  • Agenda Items: Structure of the discussion
  • Discussion Points: Key topics and insights
  • Decisions: What was agreed upon
  • Action Items: Tasks, assignees, and deadlines
  • Next Meeting: Date for follow-up or next session

Why Vabro Makes Note-Taking Easier

Vabro enhances the process of taking and managing meeting notes with its built-in collaboration tools:

  • Real-Time Task Assignment: Assign tasks during the meeting and send automatic notifications to team members.
  • Document Sharing: Share notes, files, and resources easily with your team.
  • Meeting Management Templates: Organize and review notes effectively with customizable templates, ensuring alignment and follow-up on action items.

Vabro’s streamlined tools make it easier for teams to stay on top of their responsibilities, track progress, and ensure successful project execution.

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