AI Notes for Project Managers
How to Summarize Status Updates
Project managers conduct regular status update meetings to track progress and address any roadblocks. Keeping accurate and organized notes is crucial in ensuring that all team members are aligned and informed about the project's current state. Effective note-taking helps in maintaining transparency, accountability, and provides a clear record of decisions made during these meetings.
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 project managers
- Meeting identification: Who were the participants in the status update meeting and what are their roles?
- Project progress: What key milestones or objectives have been achieved since the last update?
- Challenges faced: Were there any significant challenges or obstacles discussed that could impact the project's timeline or deliverables?
- Solutions proposed: What solutions or strategies were proposed to address these challenges?
- Resource allocation: Were there any updates regarding resource allocation, such as personnel changes or budget adjustments?
- Timeline adjustments: Have there been any changes to the project timeline, and if so, what are the new deadlines for upcoming tasks?
- Stakeholder feedback: Was any feedback from stakeholders shared during the meeting, and how will it influence project direction?
- Action items and responsibilities: What specific action items were assigned during this meeting, and who is responsible for each task?
- Risk management: Were there any new risks identified that need to be managed moving forward in the project?
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!