How to Take Notes for Work - Meeting Minutes Explained

Are you struggling to take notes for work? Do you know how to write effective meeting minutes? In this video, I am explaining how to take notes for work to document meetings and write strong meeting minutes. Learn from techniques used in leading consulting firms such as McKinsey, BCG or Bain. Take better notes for work with this video, and circulate strong meeting minutes. Use this meeting minutes template to learn how to take meeting minutes.

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Chapters
00:00 How to Take Notes for Work
03:38 Best Practices for Sharing Notes
05:04 Download free Meeting Minutes Template

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[aleksandrreznikov]

Very cool and useful! Thanks for the work you've done.
As a preposition for future content, I'd like to see more applied stuff for consulting work, examples:
1) how relevant information is searched on the internet, e.g. for market assessment, additional facts, etc.
2) How potential market size, company shares in the industry, potential is assessed
3) How client/industry information is structured for further analysis
4) What data is used for the financial model (other than customer data)
5) Time allocation, what should be spent on and what should be neglected

[matheusmascarenhas]

I loved the format from previous video and have been using it for at least 3 years. It helped me a lot to keep track of decisions and actions.

Excel format is interesting to transpose to a consolidated action plan quickly, to filter columns, etc. The word format, however, is easier to use indentations, and create a hierarchy of thoughts, ideas, insights, decisions, and actions.

Usually take notes with the hierarchy, and during/after the meeting I signal what’s a problem (for the company), pain (for a person), cause, need, possible solution (path to investigate), requirement (for part of the solution), (clear, immediate) to-do.

[CS-sikl]

This is a great way to maintain meeting notes. I have seen people circulating minutes in word doc, but an excel file makes so much more sense.

[RemiRiviere]

For my minutes, I add a first column on the left with a reference number for each line (I.e. 1, 2, 3...) so people can easier refer to a given item using that number.

[amansaxenaa]

Adding a completion status column using “lean symbols” is also helpful in tracking the action task. 😊

[tikpssh]

Thanks for this video, the categorizing of the items although simple, was actually what i needed the most. Will also use it for my handwritten notes!

[YOUinConsulting]

Welcome back to YouTube, fellow creator 😀 I personally prefer to take my notes by hand (i.e., not typing them), but of course the general idea behind your approach ("classifying" different types of recorded items) can be applied to handwritten notes, too 👍

[Pablo-pxct]

AI should transcribe and summarize in the future. It is one of the more stupid tasks in high paid corporate, consulting, banking jobs to take minutes. Teams and Zoom already transcribe.

[xxWOLFPACxx]

Great video like always. Thank you for sharing and continue the great work!

[Gorlenius]

Looks helpful - will download the template thanks!

[tolemion]

I have all notes of one project in one Sheet with an additional row Date, number and in the row Type also the Type "done". Thats all required to track the Task extending over multiple Meetings.the Meeting Minutes of a specific meeting can also be exported as PDF and send to the participants and stakeholder.
Whats more, the template needs to have Filter function

[AngloAm]

I'm guessing this is for more formal meetings which minutes are taken - you also had a meeting template for pen-and-ink meetings that might be more informal?

[priceandpride]

Need a column for the subject or it can get messy

[acgu]

How do we study and analyze in corporate please?

[abbyw]

Excel, not word, is being used for taking the meeting minutes?