AI Notes for Freelancers
How to Summarize Project Kickoff Meetings
Freelancers often juggle multiple projects simultaneously. Effective project kickoff meetings are crucial as they set the tone and direction of a new assignment. Taking detailed and structured notes during these meetings helps freelancers ensure that all client expectations are understood and met from the start. Clear documentation also aids in keeping track of deliverables and deadlines.
But what should you include in your meeting notes? We have compiled a list of key points to include in your meeting notes.
Key points to include in meeting notes for freelancers
- Meeting identification: Who were the participants in the meeting and what roles do they hold?
- Project scope: What are the primary objectives of the project discussed in this meeting?
- Timeline: What is the proposed timeline or key milestones for this project?
- Deliverables: What specific deliverables or outcomes were identified during the meeting?
- Responsibilities: Who is responsible for which tasks or aspects of the project?
- Challenges and Risks: Were any potential challenges or risks mentioned, and if so, what are they?
- Resources Required: What resources (human, technical, financial) are needed to accomplish the project goals?
- Communication Plan: How will communication be handled among team members and stakeholders throughout the project duration?
- Budget Considerations: Were there any discussions regarding budget constraints or allocations for this project?
- maxPotential Roadblocks: Are there any anticipated roadblocks that could affect the project's success as discussed in this kickoff meeting?
How to automate
But why take notes manually when you can use AI to do it for you? Today's AI can transcribe meetings, summarize key points, and even identify action items. Instead of being distracted by typing and writing notes, you can focus on the conversation.
Here's how:
- If you don't already have a voice recorder that allows you to customize your summaries, download LazyNotes from the App Store.
- Navigate to Settings > Meeting Templates and tap the + button.
- Copy/paste one of our templates and/or customize your own. Tap Save.
- Start your first recording and choose your new template any time during the call.
- Enjoy customized notes emailed right to your mailbox!