If you’re in business, it’s inevitable that you meet with clients or fellow staff to kickoff a project, provide status updates, or discuss internal company matters. Meetings can often go for hours, robbing the entire company of precious work time to complete or make progress on projects, or make headway on the company’s new initiative. Fortunately, if you’re an Evernote user, you can use Evernote for meetings, keeping them productive and a positive experience for everyone.
Meetings that are run well can have a positive effect on the morale of your company, contribute to the progress of business goals, and keep your clients and or customers happy with the work you do. Meetings that aren’t well run, well, don’t do any of these things. Discover how to use Evernote in a positive way below.
Before we get started, make sure that you have an Evernote account. I recommend signing up for Premium. Sign up Here. Let’s highlight some of the features that we have at our disposal with Evernote:
- Shared notebooks
- Agenda Templates
- Presentation mode
First, create a meeting agenda template.
Templates are a great way of making the work of preparing for a meeting easier. With a template you just have to fill out the details and make sure everyone gets a copy of the agenda.
You can create your own, or modify what Evernote has made here:
Download the note here.
Next, create a shared notebook to house all your meeting notes.
This could be a little tricky. I would think that you could either have a project based meeting notebook just for meetings, or integrate the meeting notes with an overall project notebook and tag the note with “meeting notes” so you could easily find them for future reference.
Next, use the template to gather your agenda items
With the note shared, everyone will have a chance to add or modify what they need to present at the meeting.
Next, use presentation mode when you hold the meeting
Like powerpoint or keynote, you can use Evernote’s presentation feature to keep the meeting on track. And, if you need to make additional notes on the meeting agenda, you can do so while the presentation mode is still on.
Here’s a short video to show you it in action:
Finally, use reminders to remind your team to take action
Every meeting you have produces more things to delegate or take action on. Use reminders for your team to ensure that the project or tasks are taken care of.
Evernote’s features of shared notebooks, meeting agenda templates, and presentation mode will help your meetings go more smoothly, organized, and professional.
Question: How do you presently prepare for meetings? Are they productive enough for you? You can leave a comment by clicking here.