Yes, we all have too many let's at least stay organized! → Discover ZipDo

How to write an effective meeting memo

To write an effective meeting memo, clearly state the meeting purpose, pinpoint a concise agenda, list the key participants, assign pre-meeting tasks, provide necessary preparatory materials, and affirm the date, time, and location.

A Meeting Memo, short for memorandum, is a document typically used in a business context to communicate important information such as meeting schedules, agendas, expectations, and other key details to participants prior to a meeting. It serves the dual purpose of informing attendees about the meeting’s purpose and aiding in preparation for the discussion. A well-constructed meeting memo helps in creating an organized, focused, and effective meeting, thereby saving time and enhancing productivity.

How to write an effective meeting memo: Step-By-Step


Step 1: Preparation

Identify the purpose and objectives of your meeting, delineating what you aim to achieve. Estimation of the time each agenda item will need is critical to efficient time management. Also, decide the essential personnel whose presence is necessary to attain the desired outcomes of your gathering. This initial planning stage is vital to limit digression, encourage engagement, and keep the meeting productive and effective.

Next Step

Step 2: Agenda Setting

Craft an extensive meeting agenda illustrating the topics for discussion and their sequential order. This crucial document should be disseminated to all meeting participants well in advance. This allows attendees to sufficiently prepare for the meeting, leading to a more productive discussion.

Next Step

Step 3: Invitation

To successfully plan a meeting, identify a date and time that aligns with everyone’s schedule. Send formal invitations detailing necessary information including the purpose, date, time, location, and agenda of the meeting. This transparency ensures all participants are suitably informed and prepared.


Want to run a better meeting? Try ZipDo, our Meeting Note Software.

  • Connect your Google Calendar
  • Automatically create a note for every meeting
  • Organize your meetings and meeting notes in a channel like Slack
Learn more about ZipDo
Next Step

Step 4: Logistical Arrangements

Organizing a meeting involves various logistical arrangements. This includes securing an appropriate venue and ensuring setup of vital resources, such as projectors or video conference systems. It’s also essential to organize suitable refreshments, taking into account dietary preferences and restrictions of the attendees.

Next Step

Step 5: Conducting the Meeting

Commence the meeting punctually, diligently follow the outlined agenda, and promote a conducive environment for free discussion, ensuring everyone’s voice is heard. The appointed facilitator should expertly steer the conversation, maintaining focus on pertinent issues and deftly managing time to maximize productivity and prevent overruns.

Next Step

Step 6: Note Taking

Designate an individual to meticulously record the proceedings of the meeting. Their notes should include important topics discussed, critical decisions reached, and tasks assigned to participants. These details form the meeting minutes, an essential document disseminated to all attendees post-meeting.

Next Step

Step 7: Closing the Meeting

Conclude the meeting by summarizing key decisions and delineating respective assignments. Announce the upcoming steps in detail, solidifying a clear action plan. Establish a system for follow-up, making sure everyone is aware of when they should expect it and how it will be conducted.

Next Step

Step 8: Follow-up

Distributing the meeting minutes to all attendees is crucial to assure everyone’s alignment with the discussed points. Confirm the next steps agreed during the meeting, emphasizing individual responsibilities and deadlines. It promotes accountability, ensuring every participant recognizes their assigned tasks. This process enhances team collaboration and effectiveness towards achieving common goals.


To sum up, crafting an effective meeting memo involves clarity, precision, and efficiency. Understanding the key elements such as the purpose, summary, proposed action, and important details is a non-negotiable skill. Remember, always keep your audience in mind when writing the memo and use language that is easy to comprehend. An impactful meeting memo greatly contributes to the success of the meeting itself by eliminating confusion, saving time, and encouraging a clear course of action. Sharpening your memo writing skills will undoubtedly yield more productive, organized, and efficient meetings.


What is a meeting memo?

A meeting memo is a written document that provides detailed information about a meeting. It usually includes details like the purpose of the meeting, the date and time, location, and what topics will be discussed.

Who should receive a meeting memo?

A meeting memo should be distributed to all individuals who are expected to attend the meeting. This may include team members, managers, or external stakeholders, depending on the nature and purpose of the meeting.

When should a meeting memo be sent out?

Ideally, a meeting memo should be sent out a few days to a week before the meeting. This gives attendees adequate time to prepare or reschedule their own commitments if necessary.

Why is it important to include an agenda in a meeting memo?

Including an agenda in a meeting memo is crucial because it sets out what topics will be discussed during the meeting. This provides structure for the meeting and ensures that all necessary items are addressed.

What should be done if an attendee cannot make it to the meeting mentioned in the memo?

If an attendee cannot make it to the meeting, they should inform the person who issued the meeting memo. Depending on the importance of their presence at the meeting, it could be rescheduled or the missed points can be communicated later to the individual.