General meeting tips

PreviousGoogle Docs meeting notes NextHarvest

Last updated 9 months ago

Was this helpful?

General meeting tips

ALWAYS HAVE AN AGENDA — Be sure to prepare the meeting agenda and share it with participants at least 24 hours before the meeting to give everyone time to add or review topics. Agendas can be as simple as a quick bulleted list in the Google Calendar meeting or an attached document with more details. Having an agenda in advance allows everyone to review and contribute to the meeting. The meeting organizer runs the meeting, manages the agenda, and keeps participants on track and focused.

A thoughtfully prepared agenda is essential for customer-facing meetings, where we want to make the best possible impression on our customers — being organized and well-prepared shows that we value their time and are committed to delivering the best possible outcome. Agendas are even more critical for complex topics, and having a clear agenda helps us stay focused and cover everything required.

Here are some meeting tips and best practices that team members should follow:

Meeting Etiquette: To ensure that meetings are productive and respectful, team members should adhere to basic meeting etiquette rules, such as arriving on time, staying focused, and actively participating. It’s the responsibility of the meeting organizer to keep the conversation moving and productive.
Note-taking: During important internal or customer-facing meetings, team members should take detailed notes to record important information, decisions, and action items. By using the Google Docs meeting note template, team members can ensure that everyone can access the same information and refer back to it when needed.
Sharing Notes: After the meeting, the team should share the relevant meeting notes and summaries with all project team members — either by email, during a status meeting, or in a Google Chat. By doing so, everyone can stay up-to-date with project progress and be aware of any action items or decisions made during the meeting. Recap emails can also be provided to the customer if it makes sense to follow up before the next status update.
Task Assignment: Coming out of a meeting, assign tasks to the appropriate parties for follow-up. Team members can ensure everyone knows what to do and when by assigning tasks in Monday.
Google Calendar Integration: These tools integrate seamlessly with Google Calendar, making it easy to schedule meetings, send invites, and track attendees. Using Google Calendar, team members can ensure everyone is on the same page about meeting agenda, notes, times, and locations.

TIMEZONE MATH — Timezone math getting you down? Use a tool like to make your life easier! You can even switch to a 24-hour clock to coordinate better with our military and government customers.

PreviousGoogle Docs meeting notes NextHarvest

Last updated 9 months ago

Was this helpful?

Here are some meeting tips and best practices that team members should follow:

Meeting Etiquette: To ensure that meetings are productive and respectful, team members should adhere to basic meeting etiquette rules, such as arriving on time, staying focused, and actively participating. It’s the responsibility of the meeting organizer to keep the conversation moving and productive.
Note-taking: During important internal or customer-facing meetings, team members should take detailed notes to record important information, decisions, and action items. By using the Google Docs meeting note template, team members can ensure that everyone can access the same information and refer back to it when needed.
Sharing Notes: After the meeting, the team should share the relevant meeting notes and summaries with all project team members — either by email, during a status meeting, or in a Google Chat. By doing so, everyone can stay up-to-date with project progress and be aware of any action items or decisions made during the meeting. Recap emails can also be provided to the customer if it makes sense to follow up before the next status update.
Task Assignment: Coming out of a meeting, assign tasks to the appropriate parties for follow-up. Team members can ensure everyone knows what to do and when by assigning tasks in Monday.
Google Calendar Integration: These tools integrate seamlessly with Google Calendar, making it easy to schedule meetings, send invites, and track attendees. Using Google Calendar, team members can ensure everyone is on the same page about meeting agenda, notes, times, and locations.

TIMEZONE MATH — Timezone math getting you down? Use a tool like to make your life easier! You can even switch to a 24-hour clock to coordinate better with our military and government customers.