How to Write an Effective Meeting Note: Template + Examples

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Imagine finishing a meeting and realizing that most attendees had no idea about the meeting agenda and were unprepared for the discussion. This disconnect hinders productivity as team members don’t have the full picture.

The solution is a well-prepared meeting note

A meeting note serves as a roadmap and ensures that everyone is on r&d directors email list the same page about the meeting’s objectives and outcomes. Whether you’re running a small team meeting or a large company meeting, writing a meeting note with all the critical details will help streamline communication and increase the effectiveness of your meetings.

This article explains how to prepare meeting memos tailored to business professionals and administrative roles. Let's get started.

What is a meeting memo?
A meeting memo is a document that outlines the purpose, agenda, and expectations of a meeting. It serves as a pre-meeting notice and a reference tool that guides discussions, keeping everyone on track.

However, a meeting note is not the same as meeting notes . The main purpose of meeting notes is to record the critical points of a meeting for reference and further action.

On the other hand, a meeting note prepares attendees with the crucial information needed for a productive discussion.

For example, let’s say a memo indicates that your virtual meetings will discuss quarterly sales figures. In that case, attendees will prepare relevant data and questions in advance, which will lead to a useful and focused discussion.