The golden rules for meetings:
It's the responsibility of the meeting organizer to collect and curate a meeting's agenda. Here are some tips:
The agenda for a meeting goes right in the notes. To create an agenda, use one of the templates to create a notes page in the Meeting Notes (internal only) database. Be sure to set the date for the meeting if it isn't today, or else it won't show up correctly in the list.
Most meetings involve a team or project team. If you are taking notes for a project meeting or checkpoint, use the Project Checkpoint Template. If it's a team meeting, use the template for your team. You can use the 'Generic Meeting' for other types of meetings, but you'll lose the ability to track action items across meetings (see below). The notes template will have steps in it to help you set up your meeting's agenda.
<aside> 🛰️ Looking for an easy way to keep track of agendas for upcoming meetings you are part of? Try using the Upcoming Meetings table in the Personal Command Station template.
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Whenever we have a meeting, someone should be taking notes. It's up to the meeting organizer to make sure this happens, but try to rotate the responsibility to share it equitably amongst the team. Everyone should practice taking good notes some of the time – even if you have trouble taking notes while participating in the meeting in the way you usually do.
Action Items for every meeting should be kept at the top of your notes. When you use the meeting notes template for a project or team, you'll see an inline Action Items table that links up to our shared Action Items (internal only) database. When action items come up during the meeting, click the + button and fill out a Do-er and a title. An Action Item linked to the project or team in the shared database will be created automatically. You can learn more about Action Items here [Internal].
Once an Action Item is created, it'll automatically appear in the inline Action Items table for the next Meeting for the team or project. Use this as a prompt to give status updates about the action items and ensure that they are done when they need to be. Once you mark an Action Item as 'Reviewed' it will disappear from the inline Action Items table.
Taking great notes is a huge help to meeting participants – but it also benefits other teammates too. After the meeting is over, write up a quick summary (the 🥜 Peanut Gallery Update in the template) and then post it, along with a link to the notes in the relevant Slack team or project channels. Add the 🥜 reactji to automatically add your Peanut Gallery notes to #topic-peanutgallery.