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My system for notes is very simple, and similar to what was outlined in this article. Before the meeting: Other than daily stand-ups, no meeting invite goes o
by dbg31415 10y ago
My system for notes is very simple, and similar to what was outlined in this article.
Before the meeting:
Other than daily stand-ups, no meeting invite goes out without an agenda. We have a policy that anyone can freely decline a meeting without an agenda. (If I'm really in a rush, I'll limit the agenda to just a one-sentence purpose statement about why we are having the meeting.)
Meeting notes look like this:
# Meeting Date
Wednesday March 29th, 2017 @ 10 AM
# Attending
* Dave Dawson (Dave.Dawson@company.com)
* Sally Smith (Sally@Smith@company.com)
* Joe Jackson (Joe.Jackson@company.com)
# Invited
* Bob Billings (Bob.Billings@company.com)
# Meeting Notes
* (Copy and paste agenda here, then make minor edits over the course of the meeting to track updates / changes, and any action items people take on. I like bullets for readability.)
After the meeting:
I write a quick summary of the meeting notes and any action items, "Joe, Sally, and Dave spoke about XYZ. Joe will take care of a few additional action items, after speaking with Bob and The Client, and we will all regroup in a week. Bob was out sick and couldn't attend." This goes at the top so anyone with a short attention span can skim it.
Then I email everyone who was on the Attending / Invited list (or anyone mentioned in the meeting) with all the notes, and / or post it to the public meeting note storage location in Asana / Confluence / Whatever. Finally I create any followup meetings as needed. (If I'm feeling exceptionally anal, I'll create or update GitHub / Asana / Whatever tickets with the pertinent action items.)