Guides

A simple system for meeting notes

Decisions, owners, dates. Everything else is optional.

SK

Sora Kim

A shared weekly note with one section per teammate

Capture the useful parts

Meeting notes do not need to record every sentence. Their job is to help the team remember what changed and what happens next. A clear decision and a named owner are usually more useful than a page of conversation.

Before the meeting, create one shared note in Tidely. Add the topic and the questions you want to settle. Share it early enough that people can bring context without spending the first ten minutes explaining everything aloud.

Use a shape everyone knows

Keep the same simple structure each time. Put decisions near the top, followed by actions and any background worth keeping. People should be able to open the note tomorrow and find their next step without reading it from beginning to end.

Choose one person to keep the note tidy during the discussion. That person does not need to write everything. Their role is to notice when the group agrees on something and make sure the agreement is captured clearly.

The three things to write down

  • Decision: what did the team agree to do?

  • Owner: who is responsible for the next action?

  • Date: when will the team check progress?

Close the loop before leaving

Save a few minutes at the end to read the decisions and actions together. Ask whether each owner understands the task and whether the date is realistic. This is easier to fix while everyone is still in the room.

If a question remains open, label it that way. Do not let an unfinished discussion look like an agreement. Name the person who will gather the missing information, then decide when the team will return to it.

Make the next meeting easier

Afterward, share the note instead of writing a second summary elsewhere. Keep updates close to the original decision so the team has one place to look. A short progress line can be enough.

Before your next meeting, review the previous actions. Close the ones that are done and bring only the unresolved questions forward. You will spend less time reconstructing the last conversation.

The system can stay small. Decisions, owners, and dates cover most of what a small team needs. Add more detail when it helps, and leave it out when it does not.

SK

Sora Kim

Writes about product and process at Tidely.

Create a free website with Framer, the website builder loved by startups, designers and agencies.