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10 minute read
19 Feb 2024

How to Listen and Take Notes During a Meeting

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Meetings are a cornerstone of corporate and organizational communication, serving as vital platforms for brainstorming, decision-making, and alignment on various projects and objectives. Yet, despite their importance, many professionals find themselves struggling to effectively absorb the flood of information presented, while also taking comprehensive notes that will be useful for future reference. This delicate balance between listening attentively and capturing essential details in writing is a common challenge, often leading to gaps in understanding or missing critical action items.

The key to overcoming this challenge lies in developing a strategic approach to both listening and note-taking—a method that ensures you are fully engaged with the speaker and able to document important points for later use. This blog aims to provide you with a set of practical strategies and tools designed to enhance your listening skills and note-taking effectiveness during meetings. From preparing in advance to leveraging the latest digital tools, we’ll guide you through a series of actionable steps that will not only improve your meeting productivity but also increase your overall professional performance.

Section 1: Preparing for the Meeting

Understand the Agenda

Before any meeting, it’s crucial to review the agenda if available. This preliminary step allows you to anticipate key topics, understand the meeting’s objectives, and identify areas where you may have questions or contributions. Knowing the agenda in advance helps you mentally prepare for the flow of the meeting, ensuring you’re not caught off guard by the discussion topics. It also allows you to conduct any necessary pre-meeting research on subjects you’re less familiar with, ensuring you can follow along and participate effectively.

Set Your Objectives

Going into a meeting with clear personal objectives can significantly enhance your focus and engagement. Ask yourself what you hope to gain from the meeting—be it understanding a new project direction, clarifying your role in an upcoming task, or simply staying informed about departmental updates. Setting these objectives not only helps you stay engaged but also guides your note-taking, as you’ll be more attuned to capturing information relevant to your goals.

Choose the Right Tools

The choice between digital and traditional note-taking methods is often a personal preference, but each has its pros and cons. Digital tools like laptops and tablets offer the convenience of easy editing, organization, and sharing, along with the ability to search through notes quickly. However, they can be distracting and may detract from the appearance of attentiveness. Traditional methods, like pen and paper, are less distracting and can help with memory retention but lack the ease of digital organization and sharing. Consider the context of the meeting, your personal learning style, and the nature of the information being discussed when choosing your note-taking tools.

Create a Template

Developing a note-taking template before the meeting can significantly enhance your efficiency and focus. A template based on the meeting’s agenda can guide you to allocate space for each topic, ensuring you capture the necessary details without wasting time deciding where to jot down information as the meeting progresses. This preparation step can include sections for action items, key decisions, and follow-up questions, making your notes more organized and actionable.

Section 2: Effective Listening Strategies

Active Listening

Active listening is a crucial skill in any meeting context. It involves fully concentrating on the speaker, understanding their message, responding appropriately, and remembering the information shared. To practice active listening, focus on the speaker without interruption, acknowledge what is being said through nods or brief verbal affirmations, and paraphrase key points in your notes to ensure comprehension. This engagement not only improves your understanding but also enhances your relationship with colleagues by showing respect for their contributions.

Asking Clarifying Questions

Questions play a vital role in effective communication, especially in meetings where complex information is often discussed. Asking clarifying questions not only helps you understand the material more deeply but also encourages a culture of openness and thorough discussion. It signals to the speaker that the audience is engaged and interested in digging deeper into the subject matter. Frame your questions in a constructive manner to foster a collaborative environment.

Non-Verbal Cues

Much of communication is non-verbal. Paying attention to the speaker’s body language, facial expressions, and tone of voice can provide additional context to their words, helping you better interpret the information being conveyed. Non-verbal cues can also indicate when a speaker is passionate about a topic, uncertain, or holding back, which might prompt you to note down items for further discussion or follow-up. Being attuned to these cues enhances your comprehension and allows for a more nuanced understanding of the meeting’s dynamics.

By preparing effectively and employing these listening strategies, you’ll be better equipped to participate in meetings actively and take notes that are both comprehensive and useful for future reference.

Section 3: Note-Taking Techniques

The Cornell Method

The Cornell Method is a systematic format for organizing notes without needing constant revision. This method divides the page into three sections: a narrow column on the left for keywords or questions, a larger note-taking area on the right to write main ideas and notes, and a summary section at the bottom. In the context of meetings, this structure allows you to jot down detailed notes or important points in the larger right-hand section during the meeting. Post-meeting, you can review your notes and fill in the left column with key questions or keywords for each section of your notes, aiding in review and recall. The summary at the bottom helps condense the essence of the meeting into a few sentences, making it easy to review later.

Mind Mapping

Mind Mapping involves creating a diagram to visually organize information around a central concept. In meetings, the central concept could be the meeting’s main agenda or goal. As the meeting progresses, you can branch out from the central idea with subtopics or key points discussed, using lines to connect related ideas. This method is particularly useful for creative meetings or brainstorming sessions, as it allows you to capture the flow of ideas in a non-linear fashion. It encourages creative thinking and can make the review process more intuitive by visually displaying the connections between different concepts discussed.

The Outline Method

The Outline Method is a hierarchical system of organizing notes that structures information in a logical sequence using bullets, numbers, or letters. This method is effective for meetings with a clear and structured agenda, allowing you to capture information in a tiered format that reflects the importance and relationship between different topics. Start with main topics as major bullet points, then add sub-points and details underneath. This method makes it easier to follow along with the meeting’s progression and to locate specific pieces of information later.

Symbol and Shorthand Systems

Using symbols and shorthand can drastically increase the speed of your note-taking. Develop a system of abbreviations and symbols for common words, phrases, or concepts that appear frequently in your meetings. For example, symbols for “important” (e.g., an exclamation mark) or “question” (e.g., a question mark) can help highlight different types of information at a glance. Shorthand systems, like Gregg or Pitman, are more comprehensive but require learning. Even creating your own simplified set of abbreviations for common industry-specific terms can be highly effective.

Section 4: During the Meeting

Balancing Listening and Writing

Mastering the balance between listening and writing is key to effective note-taking. Prioritize listening for understanding, and use your note-taking method to capture only the most critical information. Focus on outcomes, decisions, action items, and key facts rather than transcribing everything said. If you find yourself falling behind, pause to listen, then jot down the most critical points. Remember, quality over quantity; it’s better to have a few impactful notes than pages of details you can’t later decipher.

Live Examples

Applying these note-taking techniques in real-time can enhance your meeting productivity. For instance, start a meeting with the Cornell Method layout drawn on your notebook, ready to fill in. As the meeting progresses, jot down main ideas in the larger section, leaving space in the left column for key terms or questions that arise. Alternatively, use mind mapping for more dynamic or brainstorming meetings, starting with the meeting’s purpose at the center of your page and branching out from there.

Recording Meetings

Recording meetings can be a helpful supplement to note-taking, allowing you to focus more on listening and less on writing. However, it’s important to consider the ethical implications and obtain consent from all participants before recording. Clearly communicate the purpose of the recording and how it will be used or stored. While recordings can ensure no detail is missed, they also require time to review, so it’s best to use them as a backup rather than the primary method of capturing information.

By employing these note-taking techniques and strategies during meetings, you can enhance your ability to capture essential information efficiently while maintaining active engagement with the discussion.

Section 5: After the Meeting

Reviewing and Organizing Notes

Once the meeting concludes, it’s essential to review and organize your notes to ensure they remain a useful resource. Start by quickly going over your notes to clarify any ambiguous points while the discussion is still fresh in your mind. Use highlighters or different colored pens to mark key decisions, action items, and important facts. Then, organize your notes in a way that aligns with your personal or organizational filing system—whether that’s digitally in a cloud storage system or physically in a designated notebook. Consider summarizing the entire meeting in a few sentences at the end of your notes to capture the essence and outcomes for quick reference.

Action Items and Follow-Ups

Identify and highlight action items and tasks assigned during the meeting, including any deadlines. Create a separate list of these action items, noting the responsible party next to each task. For personal accountability, transfer these actions into your task management system or calendar as soon as possible to ensure they are not overlooked. Schedule reminders for deadlines and follow-ups. If you are responsible for overseeing the completion of tasks, consider setting up a tracking system to monitor progress.

Sharing and Collaborating

Sharing meeting notes can be crucial for keeping team members aligned, especially those who could not attend. Before sharing, ensure your notes are clear and concise, understandable by someone who wasn’t in the meeting. Use digital platforms like email, team collaboration tools, or document sharing platforms to distribute the notes. When collaborating on action items, consider using shared task management tools where updates and completions can be tracked by all relevant parties. This promotes transparency and ensures everyone is on the same page regarding post-meeting actions.

Section 6: Leveraging Technology

Digital Note-Taking Apps

Several digital note-taking apps can enhance meeting productivity by offering features like cloud storage, easy organization, and sharing capabilities. Notable apps include Evernote, for its robust organization features and cross-platform compatibility; OneNote, with its flexible canvas and integration with Microsoft Office; and Notion, which offers a comprehensive workspace that includes notes, databases, and task management. These tools can help keep your notes organized, searchable, and accessible from anywhere, enhancing both personal productivity and team collaboration.

Transcription Services

AI-powered transcription services, such as or Rev, can serve as supplementary tools for capturing everything said during a meeting. These services can transcribe audio recordings into text, making it easier to review discussions and extract action items without manually taking extensive notes. However, it’s important to use these services as a backup rather than a primary note-taking method and always ensure you have consent from all participants before recording. Review the transcriptions post-meeting to highlight important points and add them to your structured notes.

Integrating with Task Management Tools

To streamline workflow and enhance efficiency, consider integrating your notes with task management tools like Asana, Trello, or Many digital note-taking apps allow for direct integration or exporting of action items into these platforms. By transferring tasks and deadlines from your notes directly into a task management system, you can keep track of progress, assign responsibilities, and set reminders, ensuring that nothing falls through the cracks. This integration facilitates seamless transition from meeting discussions to actionable outcomes, promoting productivity and accountability within your team.

Section 7: Common Pitfalls and How to Avoid Them


One of the most common pitfalls in meeting note-taking is attempting to capture every word spoken, leading to an overload of information and the potential to miss key points. To avoid this, focus on documenting the essence of what’s being discussed: decisions made, action items, key facts, and insights. Use shorthand and symbols to speed up the process, and trust in your active listening skills to fill in any gaps later. Remember, the goal is to capture enough context to act upon, not to transcribe the meeting verbatim.


Distractions can significantly impede your ability to listen and take effective notes. Minimize distractions by keeping your workspace clear of unnecessary items, turning off notifications on your devices, and if using a laptop for notes, closing all irrelevant tabs and applications. If you find your attention wandering, briefly note the distraction and redirect your focus back to the meeting. Regular practice of mindfulness or attention exercises outside of meetings can also improve your concentration skills over time.

Post-Meeting Burnout

Reviewing and organizing notes immediately after a meeting can lead to burnout, especially after back-to-back meetings. To manage your energy and cognitive load, take short breaks between meetings to rest and reset. Consider scheduling a dedicated time block for note review and organization when you can approach the task with fresh energy. Additionally, summarizing the meeting in a few sentences immediately afterwards can reduce the burden of processing detailed notes later.

How to listen and take notes during a meeting

Learn more

Effective listening and note-taking during meetings are critical skills that can greatly enhance your productivity and engagement. By preparing properly, employing strategic listening and note-taking techniques, and leveraging technology, you can capture the essential information needed to act and make informed decisions. Remember, there is no one-size-fits-all method, so experimenting with different strategies to find what works best for you is key.

We encourage readers to share their experiences and tips on improving listening and note-taking skills in the comments. Your feedback not only helps us refine our advice but also supports a community of professionals striving for continuous improvement. Let’s learn from each other and elevate our meeting productivity together.

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