How to make Meeting Minutes: Save time & feed internal documentation with AI

Minutes of company meetings are an essential element of organizational management and communication. These documents serve as an official record of discussions and decisions taken, playing a crucial role in preserving continuity and clarity within the company. They ensure that all stakeholders, whether present at the meeting or not, have access to the same information and understand the actions agreed.

In this article we'll show you how to write effective meeting minutes, and even better: how to do it in a way that doesn't take up any extra time.

The Vital Role of Meeting Minutes : Quick access to information

The role of internal documentation

Meeting minutes are extremely important for internal documentation. They can serve as a resource for onboarding new employees and as a reference for audits or process reviews.

Indeed, meeting minutes are not just limited to the onboarding of new employees, although this is a key application. They also serve as a valuable resource in many other contexts within a company. For example, when an employee has to be absent for an extended period or leaves the organization permanently, these documents provide a complete history of discussions and decisions that have been taken, enabling a smooth transition and continuity of ongoing projects.

Reporting also provides a reliable basis for decision-making and strategic planning. They enable leaders and managers to track the evolution of ideas and strategies over time, facilitating performance assessment and informed decision-making. What's more, in the event of disagreement or confusion over a direction taken by the team, the minutes serve as an objective reference to clarify misunderstandings and confirm commitments.

Meeting minutes also play a crucial role in corporate governance. During audits or process reviews, they provide documented evidence of the company's actions and decisions, which is essential for demonstrating compliance with regulations and industry best practice.

What's more, these documents help to keep the whole team informed and engaged. They ensure that even members who were unable to attend a specific meeting are aware of recent developments, and can contribute meaningfully to future discussions and initiatives.

Hybrid and Full Remote companies

In hybrid and full remote businesses, meeting minutes are of paramount importance, playing a crucial role in maintaining communication, consistency and productivity. In these environments, where face-to-face interaction is limited or non-existent, minutes serve as essential bridges to ensure that all team members, whether in the office or remotely, remain informed and aligned on common goals.

Fast access to information is essential, but often hampered by deep work slots where interruptions are minimized.

This is where meeting minutes come into their own. They enable you to access key information quickly and independently, without having to interrupt a colleague.

An information archiving system facilitates autonomous decision-making and rapid implementation of ideas. It helps overcome the challenges of asynchronous communication typical of hybrid and full remote environments, ensuring that team members can make effective progress, even in the absence of immediate responses from colleagues.

Conversely, slow access to information can cause an idea to be abandoned or postponed rather than implemented directly. That would be a shame.

In this way, reporting becomes a vital tool for maintaining momentum and efficiency within geographically dispersed teams.

Disseminating information to counter the silo effect

Meeting minutes play a crucial role in combating the silo effect in companies. By providing valuable information on the different aspects of a project, they encourage cross-functionality and collaboration between departments. These documents help to decompartmentalize information, enabling each team to understand not only their contribution, but also how their work fits into the wider framework of the organization.

By facilitating access to crucial information, reports contribute to a better understanding of overall objectives and strategies. This is particularly relevant in contexts where teams work in isolation or remotely. With well-structured minutes, every team member can easily follow the project's progress, understand the decisions made and identify the next steps, without relying on additional meetings or informal communications.

What's more, in situations where decisions need to be re-evaluated or errors corrected, minutes provide a factual basis for analyzing what was previously decided. They then serve as a point of reference for rectifying mistakes, optimizing processes and making better decisions in the future.

In short, meeting minutes are a powerful tool for promoting a corporate culture where information flows freely and efficiently. By breaking down communication barriers and providing a clear, shared vision, they play an essential role in creating more integrated, transparent and efficient working environments.

How to write good meeting minutes

Writing good meeting minutes is an essential part of ensuring their usefulness. Here's how to write relevant, actionable minutes.

Understanding the Purpose of the Report

A good meeting report should capture the essence of the discussions, the decisions made, and the actions to be taken. Its aim is to provide a clear, concise summary that can serve as a reference for participants, absentees and future stakeholders.

Before the meeting: Preparation

  1. Know the agenda: Before the meeting, familiarize yourself with the agenda. This will help you understand the topics to be covered and structure your notes accordingly.
  2. Choosing the right format: Decide whether you will use a structured format (with predefined sections) or a more free-form format. This will often depend on the type of meeting and your organization's preferences.

During the meeting: Effective note-taking

  1. Write down the Key Points: Focus on the main ideas, decisions made, and actions assigned. It's not necessary to transcribe verbatim.
  2. Identify the speakers: Note who said what, especially when it comes to important decisions or comments.
  3. Clarifying Doubts: Don't hesitate to ask for clarification if something is unclear.

After the meeting: Drafting the minutes

  1. Structure the Document: Start with the header (company name, date, time, location, participants), followed by the agenda, points discussed, decisions made, and actions to be taken.
  2. Clarity and conciseness: Be clear and concise. Use short, direct sentences to facilitate understanding.
  3. Actions and Responsibilities: Highlight assigned tasks and deadlines. Clearly indicate who is responsible for what.
  4. Checking and correcting: Reread the report to correct any errors and ensure that all important information is included.

Additional Tips

  • Use Bullet Points: For greater clarity, organize information in the form of bulleted lists.
  • Include Appendices: If documents or presentations have been shared during the meeting, reference them or attach them to the minutes.
  • Rapid distribution: Send the minutes to participants and absentees as soon as possible after the meeting.

The importance of follow-up

  • Action follow-up: Make sure that the actions described in the minutes are followed up. This may involve working with project managers or team leaders.

Good meeting minutes are an essential communication tool. It ensures that all participants, present and absent, are on the same wavelength and aware of the decisions made and actions to be taken. By following these steps and tips, you can write meeting minutes that are not only informative but also facilitate project management and follow-up within your organization.

Archiving and Managing Rendered Accounts: Best practices for retrieving them effectively

Effective archiving and management of meeting minutes is crucial for any organization. They not only ensure that information is easily accessible for future reference, but also that it is secure and organized. Here are some best practices for archiving and managing minutes effectively.

Understanding the Importance of Archiving

Proper archiving of minutes enables key information to be retrieved quickly, aids informed decision-making, and ensures compliance with governance and auditing standards. It also facilitates knowledge transfer within the company.

Preparation and organization

  1. Standardized formats: Use a standard format for all reports to ensure consistency. This simplifies document search and comparison.
  2. Naming Files Logically: Adopt a clear naming system, for example, "CompteRendu_Reunion_Ventes_20230321".
  3. Using metadata: Including metadata such as date, subject, participants and keywords can greatly facilitate the search for specific documents.

Choosing a storage system

  • Cloud vs. local systems: Choose between cloud storage (such as Google Drive, SharePoint or Notion) and local storage, depending on your organization's security and accessibility needs.
  • Access and security: Ensure that reports are accessible to the right people, while guaranteeing data security.

Archiving process

  • Post-meeting archiving: Archive the minutes immediately after the meeting to avoid loss or omission.
  • Categorization and Indexing: Categorize and index minutes by project, department or meeting type for quick access.

Accessibility and Sharing

  • Sharing policy: Define a clear policy for sharing reports. Who can view them? Who can modify them?
  • Work Tools Integration: Integrate access to reports into daily work tools for easy consultation.

Training and Awareness

  • Train employees on the importance of archiving and best practices for effective management.

Regular Reviews and Audits

  • Carry out regular audits to ensure that archiving practices are still adequate and that information is up to date.

A turnkey solution for your meeting reports

Implementing new processes always requires a certain amount of effort on the part of both leaders and the company as a whole.

Indeed, a process that is not adopted generates no value. On the contrary, it generates frustration over the failure to implement it.

Simplify meeting rituals & automatically feed documentation

As you've seen, to effectively feed your documentation with meeting minutes, you need to tick a number of boxes.

Today, on Notion, Google Drive or Sharepoint, it's impossible to be omniscient, and so a large number of documents find themselves orphaned, hidden away in a space where the people who need them can't find them easily.

If you think about it, if you have to ask one or more people where to find a piece of information. Documentation management is not efficient.

With Rolebase, each meeting is structured around a flexible agenda, collaborative exchanges and summaries. Specific topics are discussed, and can be integrated into the deliberations.

The aim of this architecture is to simplify processes as much as possible, so as to make the most of our teams' time, encouraging them to focus on their areas of expertise.

Artificial Intelligence to save you time

With Rolebase, it's extremely easy to set up meeting minutes without needing to spend any extra time (everything is already integrated into the meeting).

Why write your reports when AI can do it for you?

Once you've completed the meeting with the notes taken by the participants, simply press the "auto-generate" button to produce a meeting report with AI!

Here are the minutes generated for the above meeting.

You can edit it to add or remove information.

You can then easily find it using the Rolebase search.

In short, Rolebase is the simple, intuitive solution that allows you to establish a global writing culture where everyone can find everything they need to carry out their missions!

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