Meeting notes template

Before you hit send on that invite, create the meeting agenda to make sure you have everything you need to make the meeting successful for you and your attendees. Add the meeting date, tag participants, and add goals and discussion topics with owners in the table.  Include any other links to information that attendees may need prior to or during the meeting. As with contracts, instruction pages, and anything longer than a tweet, notify attendees if there is mandatory pre-reading.

Once someone is tagged on the meeting minutes page, they will be notified in Confluence and/or via email so they can review your notes. Avoid search-induced headaches by adding the minutes page to the meeting invite. If data’s your lifeline in this crazy world, you can view the analytics for a page, which will show you everyone who has viewed it. If someone still has it on their to-do list and it’s mandatory, you can send them a friendly nudge.

If it isn’t going to be yourself, assign someone to take notes during the meeting on discussion items, action items, and any decisions that were made. As the reason everyone is gathered here today, it’s your job to keep the discussion on track with time-boxes and don’t be afraid to put a pin in non-relevant topics for later. Once you’ve covered everything, review the main takeaways, decide the next steps, and agree on deadlines for any action items.

Create a page using the meeting minutes template and let Confluence handle the rest. Confluence automatically keeps an index of all meeting notes in the sidebar for easy access. You can start a parent page in the page tree and drag and drop relevant meetings pages in whatever order suits your fancy. Don’t forget to notify your attendees the page exists so they can refer to it in the future.