How To Take Effective Meeting Notes (Step-by-Step)

To take effective meeting notes, actively listen, outline important points, actions, decisions, and follow-up items during the meeting and review them afterwards for clarity and completeness.

Meeting notes, also known as meeting minutes, are a written record of everything that’s discussed during a meeting. They serve to document the key points addressed, decisions made, tasks assigned, and action items to be undertaken moving forward.

Meeting notes are generally taken by a designated person and shared with all attendees after the meeting to ensure everyone is on the same page. Besides maintaining transparency, these notes are crucial for tracking progress and holding team members accountable for their commitments.

How To Take Effective Meeting Notes (Step-by-Step): Step-By-Step


Step 1: Choose the Right Note-Taking Tool

Select a digital tool that’s flexible and user-friendly. Consider software like Evernote, Notion, or ZipDo for their organizational features. The tool should sync across devices, allowing access to notes anytime, and offer features like tagging, searching, and easy sharing for post-meeting collaboration.

Find out more about the right Note-Taking Software here.

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Step 2: Create a Meeting Agenda Beforehand

Review the meeting agenda in advance and identify the key topics. This helps in structuring notes and ensures focus on the most important points. A tool like ZipDo can help in aligning your notes with the agenda items, making them more organized and relevant.

With our meeting notes app ZipDo, a collaborative editor is automatically created for each meeting, where all participants can add their points to the meeting agenda. This is the easiest way for us to collaboratively prepare for a meeting.

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Step 3: Use a Standardized Meeting Template

Adopt a standardized template for consistency. This template might include sections for the meeting date, attendees, main discussion points, decisions made, and action items. Templates help in quick navigation and ensure no critical information is missed.

You can browse our meeting template section to find your starting point.


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Step 4: Record Actionable Items and Decisions

Focus on capturing actionable items, decisions, and key discussion points. Avoid verbatim note-taking; instead, summarize discussions succinctly. Use bullet points for clarity and highlight action items with distinct markers or colors for easy identification.

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Step 5: Develop a Shorthand System

Create a personalized shorthand system for efficiency. This could include symbols for action items, decisions, and follow-up questions. A shorthand system saves time and helps in quickly identifying different types of information in your notes.

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Step 6: Collaborate and Share Meeting Notes in Real-Time

Utilize note-taking software that supports real-time collaboration. Sharing notes during the meeting can foster teamwork and ensure everyone is on the same page. Tools like Google Docs or ZipDo are excellent for this purpose as they allow multiple users to view and edit simultaneously.

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Step 7: Review and Organize Notes Post-Meeting

Immediately after the meeting, review and organize your notes. Clarify any ambiguities and ensure action items are assigned to specific individuals with clear deadlines. This step is crucial for turning meeting discussions into tangible results.

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Step 8: Integrate Notes with Project Management Tools

Link your meeting notes with your project management tools like Asana or Trello. This integration ensures that the action items from the meeting are tracked and executed within the project timelines, enhancing overall productivity.

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Step 9: Archive and Index Notes for Future Reference

Regularly archive and index your meeting notes. Use tags and keywords for easy retrieval. This practice is vital for maintaining a searchable history of decisions and discussions, which can be invaluable for future reference and decision-making.

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Step 10: Continuously Refine Your Note-Taking Process

Regularly review and refine your note-taking process. Solicit feedback from team members, experiment with different techniques, and stay updated on new features in your chosen software. Continuous improvement ensures your note-taking stays effective and aligned with evolving team needs.


Effective note-taking in meetings is not just about writing down what is being said, but more about capturing the key information, contributing points, action plans, and follow-ups. It’s a critical part of the communication process that helps to ensure everyone is on the same page.

By preparing ahead, staying active and attentive during the meeting, organizing your notes, and reviewing them afterward, you will not only maintain a comprehensive record of the discussion, but also enhance your comprehension and recall of the meeting content. Remember, the goal is to make your meeting notes a productivity tool that triggers action and drives progress. So, next time you’re tasked with this role, apply the strategies shared in this blog post and transform your note-taking into an effective mechanism for success.

Popular Questions

What are 'Meeting Notes'?

Meeting notes are a written record of everything that’s discussed during a meeting. They include key details, decisions made, action points, and any issues that need further exploration.

Who is responsible for taking meeting notes?

Generally, a designated person, often called a ‘minute taker’ or ‘recorder’, is responsible for taking the meeting notes. However, the responsibility can be shared or rotated amongst team members.

What should be included in good meeting notes?

Good meeting notes should include the date and time of the meeting, the names of the attendees, the key discussion points, the decisions made, the tasks assigned, and any timelines or deadlines set.

Should meeting notes be distributed after the meeting?

Yes, distributing meeting notes after the meeting is important so everyone has a written record of the decisions made and the steps to be taken next. It ensures everyone is on the same page.

How should you format your meeting notes?

Meeting notes should be clear, succinct, and well-organized. They may be structured to mirror the agenda of the meeting, listing each item discussed along with a summary of the points made, decisions reached, and tasks assigned related to that item. Some people prefer to use bullet points or headings to improve readability.