You know the drill: Somebody was supposed to keep meeting minutes. Only they didn't, or at least they you haven't seen them. Much less read them. To make matters worse, you missed the previous call AND its minutes. Panic rises slowly. Also, you read somewhere that no meeting should start without an agenda - how are you expected to prepare an agenda when the team can't even keep minutes?
How about changing ALL of the above with one trick?
consist of two parts:
A repeating calendar event. Your daily/weekly/monthly status meeting, for example.
A single document attached to that event, where you keep all your status meetings.
Sheets: Use a new tab for each meeting. Good for highly structured meetings!
Slides: Use a new slide for each meeting. Good for fancy dashboards and looks nice.
I prefer Docs - it's quick, lets me focus on the current meeting and refer to past meetings if I scroll down. It feels the easiest of the three.
Create a document and make the meeting's participants editors. We usually use a structure like this:
Project overview: A simple table, always contains an updated status for the individual projects.
Pro-tips:
Responsables and next actions are personal favourites of mine.
If you need to keep track of what the table looked like last week, use "Name current version" and name each weeks' version when you're done updating.
Minutes: Insert a new heading with the date for each meeting, so that older meetings sink to the bottom over time. Newest meeting first! You can now automate meeting notes.
Pro-tips:
Work with "View outline" enabled so you can easily consult past meetings. No need to insert an index!
If your meetings have fixed elements (review open to-dos, listing participants) consider having a blank "copy me" block that you can copy each time.
Insert cancelled/skipped meetings too, it will make your document self-explanatory.
Work with comments to assign to-dos!
Insert links to any reference files you might need, perhaps using elegant chips.
This one should be easy. Create a repeating meeting and attach your new minute file. Make sure to give all guests access rights.
All instances of your repeating meeting will have the same document.
Rolling Minutes double as an agenda. The chances that you and your team come unprepared for a meeting just dropped considerably.
Two things to consider:
All calendar attachments are saved to Drive, so external participants will not be able to access.
If you have secretive business and invite different people to your meetings each week, be careful about sharing your rolling minutes with them. Consider not sharing or using traditional minutes.
Find more calendar best practices here.
How many times a week do you think of something you should mention in this or that weekly meeting, and end up creating reminders, post-its or just forgetting it? I found that having a rolling agenda for these meetings gives me a place to store those questions (in the next meeting!). As I transfer those items out of my head and onto the agenda, it fills up slowly and naturally.
You can use the power of Google Docs to create a log of what you do, and link people and documents together to make it easy for your current and future self. See how!
There you have it - everybody on the same page, less mailing documents around and even more space in your head for what truly matters. Rolling documents are an example on how Google Workspace create new ways of working that were not possible before, a symphony of networked tools. Remember, it's not about the tool, it's about the team. Thanks for reading!