AI Notes for Team Leaders
How to Summarize Performance Review Sessions
Performance review sessions are critical for providing employees with constructive feedback and setting future goals. For team leaders, keeping detailed and structured notes during these sessions is essential. It helps in tracking progress over time, ensuring accountability, and fostering clear communication between the leader and their team members. Proper documentation can also be beneficial during future evaluations or when planning development programs.
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 team leaders
- Participants: Who were the participants involved in the performance review session?
- Objectives: What were the main objectives of this performance review meeting?
- Strengths Highlighted: What strengths or positive aspects of performance were highlighted during the review?
- Areas for Improvement: What specific areas for improvement were identified during the session?
- Goals Set: Were any goals or targets set for future performance, and if so, what are they?
- Feedback Provided: What feedback was given by the reviewer to support development and growth?
- Employee Response: How did the employee respond to feedback and what was their perspective on their own performance?
- Support Needed: Did the employee request any support or resources to help achieve their goals, and if so, what are they?
- Follow-Up Actions/Next Steps: Were any follow-up actions or next steps agreed upon at the conclusion of this 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!