To get the best possible results from your professional note-taker, consider these strategies:
Provide a "Briefing Pack": Before the meeting, send the agenda, a list of attendees, a glossary of any industry-specific acronyms and access to Zoom or Teams. Quite often a simple IT glitch can delay the start of a meering. Possibly run a short test with the software before the meeting starts. This allows your notetaker to hit the ground running.
Define the Output: Clarify if you need verbatim notes (everything said), summary notes (main points), or action-only notes (decisions and tasks).
Establish Seating/Audio Priority: If the notetaker is in the room, ensure they can hear everyone clearly. If using Teams or Zoom, ensure the participants are easy to hear and, if possible, to see.
Signal Key Points: During the meeting, use phrases like "The key takeaway here is..." or "Let’s record that as an action item." This helps the notetaker highlight the most critical data.
The Review Loop: Review the notes within 24–48 hours while the meeting is fresh in your mind. This is the best time to request any minor clarifications.