They serve as an outline, a written record for anyone unable to attend, and to use for future reference. Minutes document what happened and what decisions were made. When written well, and when using a good meeting minutes template, minutes are a critical communication tool for your organization. In this guide, learn and access everything you need to write effective formal and informal meeting minutes.
We have a range of templates, best practices, and answers to common questions. NOTE: There are 5 free meeting minutes templates at the end of this article for you to download as professional-looking Word documents, copy as Google Docs, or simply copy and paste from. These templates are also available from the free template library in your Hugo account.
Approval of minutes A motion to approve the previous meeting minutes from August 5th was made by Larry Emerson and seconded by Marc Branson. A quorum of directors was present, and the meeting, having been duly convened, was ready to proceed with the business. Next, Larry Emerson discussed the current status of the company and its progress.
A number of questions were asked and extensive discussion ensued. He also presented the status of business development discussions. Marc Branson also reviewed the Company's principal financial operating metrics. To build a measurement strategy that allows the customer success team to track progress on KPIs and measure that progress against their stated departmental goals. Start with the meeting agenda as an outline. Fill in agenda items with more detail while the information is still fresh in your mind—in real-time.
This is a written record, but just the broad strokes. You must keep minutes concise but also provide enough context for future reference. Remember, it's often customary to review meeting notes at the beginning of the next meeting. For example, a board meeting typically starts with the approval of the previous meeting's minutes. Avoid personal observations when writing meeting minutes. If you want to take separate notes of your own, you are welcome to do so. But the meeting minutes should be a factual record of what was discussed.
But with informal meeting minutes, you have more flexibility. Think of what your organization needs, and what's been done in the past. Then improve on that process. At challenging aspect of taking meeting minutes is restraint—choosing not just what to put in the minutes but what to leave out.
See the best meeting transcription software if you need a word-for-word transcription. If you have thoughts and ideas during the meeting, record them separately from the official minutes. Especially if the agenda clearly states a discussion topic e. Ultimately these meeting notes must be saved and shared. As with names, acronyms can be a big help. No need for perfect grammar.
Use these to guide your writing. But remember: Your meetings may require different information. In the bottom right corner of any template, click the "Get this template" button to choose from three formats:. The template below is structured based on these rules. Still, adjust it. Make improvements as you see fit. Approval of minutes A motion to approve the minutes of the previous [date] meeting was made by [name] and seconded by [name].
Motions Motion by [name] and seconded by [name] that [state the motion here]. The motion [carried or failed] with [ ] in favor and [ ] against. Financial Review Report There being no further business to come before the meeting, the meeting was adjourned at [time]. The following template is super basic. It sets the goal, meeting agenda, and records next steps for any type of meeting.
And it doubles as a meeting summary template. Meeting type Check all that apply. Discuss agency performance and decide whether to renew for another year. Agenda Item one Item two Item three. Next Steps name task by Due-Date. And here's the template based on the informal meeting minutes sample at the top of this article:.
Do you have an all-hands staff meeting coming up? Here's a free template for you to download or copy. What is the purpose of this team meeting? Include any objectives and discussion topics. Does this meeting have a pre-planned agenda or structure? Include it here for easy reference. What were the main insights from this team meeting?
Include key decisions made, progress reports, and any opportunities, issues, or concerns that should be shared with colleagues. Is there any other valuable information worth sharing? It does not have to be directly related to the meeting topic. List all key stakeholders not present and other departments that this information should be shared with. Clarify next steps, who's completing them, and when they should be done by. Note this information here to share and assign.
How will we keep in touch and stay up-to-date about progress? Should we schedule another meeting? When adding tasks and action items to your meeting notes, here are five steps to follow. A well-planned meeting helps ensure effective meeting minutes. If the Chair and the Secretary or minutes-taker work together to ensure the agenda and meeting are well thought out, it makes minute taking much easier.
For example, depending on the meeting structure and the tools you use, the minutes-taker could work with the Chair to create a document format that works as an agenda and minutes outline as well. You can find more templates and details on formatting meeting minutes here. Download our Meeting Minute Checklist for Associations and Nonprofits with sample minutes taken at a meeting and learn how to take better minutes. You can also find more meeting minutes templates made for Microsoft Word here.
Still wondering if you're taking notes correctly? Here's a sample of what meeting minutes at a board meeting might look like. Here are some tips that might help:. They are not an official record of a meeting unless this has taken place. Depending on your Board, minutes may also be formally approved at the beginning of the next meeting. The method of sharing or distribution will depend on the tools that you and your organization use.
For example, if you are using a word processing tool e. Committee or Board members can simply read the documents online and save a few trees! Through members-only webpages, you can create a secure online Intranet for your Board and committees. If you are wondering about the types of tools you might use specifically for meeting minutes, here are some tools that organizations we've worked with have found helpful:.
Most committees and Boards review and either approve or amend the minutes at the beginning of the subsequent meeting. Some organizations may store these online e. You may also need to print and store hard copies as well or provide these to a staff member or Chair for filing.
If you're a nonprofit with regular board and member meetings and you want to save time and money managing your organization, get a free trial of Wild Apricot , an all-in-one membership management software which allows you to:.
Find out all the features of Wild Apricot's free membership management software here. Wild Apricot is also the the 1 rated membership management software used by over 20, organizations every day. Get your free trial now. Meeting minutes are important — after all, they capture the essential information of a meeting. We hope this article helps meeting minutes newbies in getting started in creating effective meeting minutes for your organization.
To change preference at any time, click on the "Cookie Preferences" link at the very bottom of our website. Example Sites Website Themes. Customer Reviews Success Stories. Expert Webinars Targeted Impact. Contact Us Log In. Try Now. Table of Contents. New To Writing Meeting Minutes? What Are Meeting Minutes?
The five steps that you must include are: Pre-Planning Record taking - at the meeting Minutes writing or transcribing Distributing or sharing of meeting minutes Filing or storage of minutes for future reference For more detail on each step, read on! Or if you're just looking for a list of meeting minutes templates, check out this post. What Is the Purpose of Meeting Minutes? But it is important to capture the essence of the meeting, including details such as: decisions made motions made, votes, etc.
As mentioned above, there are essentially five steps involved with meeting minutes: Pre-Planning Record taking - at the meeting Minutes writing or transcribing Distributing or sharing of meeting minutes Filing or storage of minutes for future reference. Pre-Planning Meeting Minutes: A well-planned meeting helps ensure effective meeting minutes. What Is the Agenda of a Meeting? Motions taken or rejected Items to be held over New business Next meeting date and time You can find more templates and details on formatting meeting minutes here.
Tips that might help your note taking: Create an outline — as discussed earlier, having an outline or template based on the agenda makes it easy for you to simply jot down notes, decisions, etc. If you are taking notes by hand, consider including space below each item on your outline for your hand-written notes, then print these out and use this to capture minutes. Check-off attendees as they enter the room - if you know the meeting attendees, you can check them off as they arrive, if not have folks introduce themselves at the start of the meeting or circulate an attendance list they can check-off themselves.
Record it — literally, if you are concerned about being able to keep up with note taking, consider recording the meeting e. Meeting Minutes Template: Here's a simple template you can refer to next time you need to take meeting minutes. Meeting Minutes Sample: Still wondering if you're taking notes correctly?
It's important in meeting minutes to capture information such as:. Minutes are the record of who was there and what happened. They are an important source of information for people who were unable to attend or looking back to reflect on what happened. They're also an incredibly effective tool to notify or remind people of tasks assigned to them or timelines to keep everyone on track.
Sign up for a free Notejoy account so you can start taking notes with your entire team. Have decisions been shared with everyone who needs to know? If you missed the meeting, how can you catch up on the details? Ensuring that the right people have access to information both in the meeting room and after is vital to operating a successful organization. Notejoy is an effective solution for teams that want to manage their meeting agendas and notes to get and stay on the same page. It fundamentally changes the way that work is done.
Real-Time Collaboration - As a cloud-based solution, Notejoy allows you to share your meeting agenda in advance with internal and external collaborators. These collaborators can view, discuss, and comment on meeting agendas as well as view the latest version.
Always in Sync - Rather than managing different versions of agendas or multiple threads of conversation, Notejoy allows the entire team to always see agendas including changes and discussions at the same time. Improved Search and Visibility - With meeting notes and discussion comments documented directly in the agenda, teams can keep details in context and maintain one system of record for everything that happened.
Manage who has access to what information, and enable team members old and new to search across past and current meeting content. Resources Features Pricing Login Sign up for free. That's why we put together a simple, actionable, step-by-step guide to write effective meeting minutes. Meetings are popular tools used to move things forward in organizations. However, they're also infamous for their inefficiency. S alone. This is exactly why learning how to write effective meeting minutes is vital to leverage all the time and effort spent on meetings and make your company thrive.
Meeting minutes are an official record of a meeting for its participants. They're also sources of information for teammates who were unable to attend. Meeting minutes act as performance permanent written records to use as references for future decision-making. No meeting should be concluded without meeting notes, that's a rule at Slite. Despite their name, meeting minutes don't have to be a record of every single minute.
On the contrary, it is vital to learn how to cut through the noise and only include the most relevant information in your document. Meeting minutes are incredibly handy tools that can offer your team an array of advantages. They become a forum for endless discussion and back-and-forths, but plans never actually get put into action.
Meeting minutes can help avoid this kind of laziness because they make things more efficient. The structure of meeting minutes also helps with this, as agenda items are often placed in tables that assign contact people, plans of actions, and the like. As a general rule, a meeting leader should never go into a meeting without a precise plan outlining what needs to be discussed.
However, people are busy and many meeting leaders forget to do so in advance. This will add structure to your meetings and make sure everything gets discussed thoroughly but efficiently. Instead of wasting time answering the same questions and explaining what was discussed, you can simply send them a copy of the relevant meeting minutes and they can bring themselves up to speed right away.
This benefit is especially convenient if you use a software like Slite where everything is saved and easily shareable from one central workspace. Another pitfall of disorganized meetings is forgetting to address important topics. Meeting minutes ensure that nothing gets forgotten in your meetings.
Meeting minutes are also handy documents that can be glanced at before a meeting ends, just to make sure everything has been covered. This gives that specific person s accountability over that topic and can be referred back to as a resource in the future. Meeting minutes can also be great accountability tools for clients. However, the following elements are usually included in most meeting minute documents:.
This ensures that everything is organized and that your meeting can be identified at a glance. This list is also handy because it helps determine which employees were not able to attend a meeting and will need to be sent a copy of the meeting minutes for review. Every meeting should have one central goal. You might discuss a variety of topics, but there should be one main objective on the agenda. Great meeting minutes should include all the agenda items that were addressed at a meeting.
A handy way to stylize agenda items in meeting minutes is in a table format. That way, you can include columns for things like decisions made, action items, next steps, contact people, additional comments, and so on. At the end of the meeting, your team should determine how long it will be until everyone needs to meet again. Make sure to note down the date and time in your meeting minutes.
This might include reports, presentations, documentation, and so on. To ensure maximum efficiency you should always clarify what is expected of you as the note-taker, especially if it's a new role for you. It's also important to check with the meeting owner that the meeting agenda is set in advance.
Not only is this an essential step to run an effective team meeting, but it's also a great way to be more efficient:.