What is the purpose of this meeting? Why was it scheduled? Be specific. List any objectives or main talking points.
Summarize all relevant discussion points here. List any opportunities, issues, or concerns identified.
What were the main insights? Were any key decisions made?
What needs to be done now? Who is responsible? Clarify next steps, who's completing them, and when they should be done by. Note this information here to share.
How will we keep in touch? Should we schedule another meeting?
Work smarter, not harder. Every meeting needs a template. It's the easiest way to ensure information is captured and transformed into value. If you didn't find the exact meeting note template to fit your unique needs, you're in luck—no matter the situation, this general meeting template lets you take effective notes so you can take better action.
The most innovative organizations in the world are using meeting notes to connect the dots between their insights and objectives. This meeting note template takes the best elements from these companies' meeting methodologies and frameworks:
This general meeting template is versatile and malleable. It's perfect for teams of all sizes and can be applied to any type of meeting, internal or external. Whether you're holding weekly progress meetings or touching base with a customer, simply tailor this template to suit your agenda, capture every key takeaway, and organize the next steps toward success.
You can also share your meeting insights with colleagues, clients, and other stakeholders to establish trust and alignment. Clear communication fosters successful collaboration. This meeting note template lets you get a better, more holistic understanding of the situation at hand. In turn, this allows you to see opportunities and solutions previously hidden before.
Lastly, this general meeting template enables you to take action more efficiently through accountability. It connects directly to your favorite platforms and lets you turn notes into actionable items. So key stakeholders not only know the objectives but the steps they each need to take to achieve them.
Meetings are an investment. No matter what kind you're having, maximize your return on it with this general meeting template.