This is a contributed post by Jamie Todd Rubin, Evernote’s Paperless Ambassador.
Between meeting agendas, minutes and printed slide decks, each meeting can leave you with quite a stack of paper to deal with. Evernote Business can help you and your team eliminate most of your meeting-related paper. Here’s how:
Create note-taking consistency.
Meetings tend to have standard documents, like agendas and minutes. Using Evernote Business, you can create templates for these notes, giving your team a pre-formatted structure to save them time.
To get started, create a shared Business Notebook to put all of your “template” notes, and create notes that have the key fields you need for meeting-related info. You can even use the App Center tool KustomNote for even deeper note customization. When a team member wants to use a meeting note template for an upcoming meeting, they can simply right-click on the desired template and then copy it to a spot where they store and/or share their meeting notes.
Standardize note storage and sharing.
Templates help your team produce a standardized set of notes, but your team will still need to decide how meeting notes get organized. Considering this ahead of time will save a lot of time and frustration down the road.
For instance, are meeting notes filed as part of the project with which they are associated, or within a “Meeting Notes” shared Business Notebook? Who is responsible for taking notes at meetings, and then putting them in the right notebook? And finally, who will have access to the notes? Answer these questions, and make sure your team is aware of your company’s guidelines for creating, storing, and sharing meeting notes.
Prep without paper.
Printing out slide decks, key documents, or web pages with important research wastes time and paper. As you’re getting ready for a meeting, attach presentation files and documents directly to your meeting agenda note, and the team members you’ve shared that note with will automatically get access to those files. Clip important Internet research using the Web Clipper, share those notes with your team as well.
When your team members walk into a meeting with their tablet, phone, or computer, they’ll have full access to everything they need for the meeting, right within Evernote – without printing a single sheet of paper. During the meeting, you and your team can collaborate on your Evernote meeting agendas and notes in real-time using App Center tool LiveMinutes.
Get Evernote Business.