Project Management

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Are meeting notes a must

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Joshua Yoak Evanston, Il, United States
In meetings I capture next steps, updates to the plan, and risks. Do you feel meeting minutes are a must?
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Giulio Zecca Optimiser and Productivity expert - Project Manager| innovAchievers London, United Kingdom
In most meetings taking effective notes is essential.
In meetings where the situation is (or might become) tense, it's crucial and mandatory.
We need proof of what was discussed and need to ensure that everyone is on the same page, has the same understanding and agrees with the minutes of meeting.
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Adela Tataru Senior Project Manager| Self Employed Vancouver, British Columbia, Canada
Meeting minutes are there to be able to follow up on specific topics, capture the decisions, identify responsibilities and define action plans.

If all the key information is captured already in the notes you are taking (next steps, updates to the plan, risks) then that's enough.

If you realize that at each meeting you review the same topic all over again having mintues to refer to will help identifying the unnecessary points and have more effective meetings.

I have seen organisations that never capture any notes during meetings and found themselves constantly repeating the same thing every single week. It was a waste of time and resources.

Meeting minutes are a tool and it's up to you to understand if it is a good one for you and your team and the specific circumstances you are in.
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Tiago Romao Project Manager - PfMP | PgMP | PMP | ACP | PBA | CBAP | CSM | MSc.| Altice Portugal | Meo Sobreda, Setubal/Almada, Portugal
Hello
meeting minutes are essential for project progress.

I guarantee meeting notes on all status meeting i schedule/lead. I capture key points, decisions, issues, risks, action items. Follow-up them between meetings. Implies constant effort, work/energy.

I also schedule meetings to discuss the solution with the specialists. On these cases i take notes but i typically don't send them to all attendees. I keep them for myself, to gain knowledge, get acquainted to the solution being defined. My goal on these meetings is primarily assuring SMEs communicate, clarify doubts they may have. I ask them to take their notes and share with the group if applicable.
best regards
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Shivanjali Bhutkar Bringing Technology and Business together Na, Ca, United States
It is a must. It's essential to track outcomes of discussions and decisions, action items. It helps to rewind when there are multiple projects going on at same time. recorded video link in there helps!
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Sam Motes Manager II Business Sys, Operational Excellence| BA Systems Inc. Ellenton, Fl, United States
Taking notes for he PM to ensure accountability, action items, and no surprises.
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Eduard Hernandez
Community Champion
Product Operations Program Manager Barcelona, Cataluña, Spain
Dec 15, 2020 10:27 AM
Replying to Aaron Porter
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Meeting minutes... Record your next meeting, review the recording, and list everything important that was said. How long is your list? The answer will vary.

I've known people who document every word and who said what. Nobody is going to read that. Personally, I capture:

- Key points that are relevant to what has happened, what is happening, or what needs to happen relative to the project. When it matters, I also capture who made the key points. I don't capture conversations, although I may capture that a topic was discussed and the outcome of the discussion, if it is pertinent to the project.

- Action Items - any new tasks that aren't already covered in a plan or task list, and specifics such as who is responsible, target date if applicable, etc.

- Decisions made during the meeting and who authorized them.

If there are updates to the project schedule, risk log, issues list, etc... I don't take notes on those, I update the relevant list/document.

The type of meeting also influences what I take notes on. When I've been a scrum master/agile coach, nobody took notes during standup meetings unless it was a specific individual writing down something specific that he or she needed to do, following the meeting.
Great answer, Aaron. I use the same approach. The tool to capture all required input can be a customized Excel spreadsheet.
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Denathayalan Ramasamy Chief Technology Officer| Atal Incubation Centre -CIIC Chennai, Tamilnadu, India
Agile strongly recommends documenting MOM and following up actions. Function managers & Conventional project management doesn't practice this effectively which leads to difference of understanding & delay in execution
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Justin Fu Senior Systems Engineer| Parsons Bristow, Va, United States
thanks all for info
It depends on the meeting type.
Typically I will send an email after a meeting outlining any action items, due dates, and associated responsibilities that came out of the meeting.
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Stéphane Parent Self Employed / Semi-retired| Leader Maker Prince Edward Island, Canada
I've had the experience of telephone and face-to-face meetings where notes were prohibited. The topics were sensitive or confidential and needed to be impervious to requests for access to information.
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