Meeting minutes are critical to making your meetings actionable and practical. However, many of us need help with meeting minutes, mainly owing to a lack of structure and figuring out the right set of tools to do it.
While the tools aspect can be solved using Routine's in-meeting notes and tasks, there is still a gap that needs to be filled in terms of structure.
We decided to share some templates for meeting notes that you can use for your next meeting.
This is in addition to the default templates available on the Routine app.
So let's jump in.
Template 1: Simple & clean template
Meeting Goal(s): The primary purpose of the meeting
Desired outcome(s): The intended outcome of a successful meeting.
List of topics for discussion:
Topic 1
Topic 2
Topic 3
Summary: A short and concise summation of the meeting.
Next steps: A follow-up plan on the items discussed.
Template 2: Sprint review
Department: Part of the organization concerned with the review
Key attendees: Names of critical leaders attending the review
Company update: An update to keep the entire team in the loop on the latest developments.
List of items to be reviewed:
Item 1
Item 2
Item 3
Item 4
Feedback/decision taken on each item:
Decision on item 1
Decision on item 2
Decision on item 3
Decision on item 4
Critical concerns raised:
Critical concern raised (by John Doe)
Critical concern raised (by Jim Doe)
Critical concern raised (by Jane Doe)
Next plan of action:
Follow-up on item 1.
Follow-up on item 2.
Follow-up on item 3
Summary: A short and concise summation of the meeting.
Have the meeting minutes been approved by critical attendees/stakeholders: (Yes/No)
Template 3: Board meeting
Call to order: This meeting was held on (DD.MM.YYYY) at the (HQ) located at (City) beginning at (HH:MM) and is being presided over by (Chairperson).
Attendance:
Chairperson
Board member 1
Board member 2
Board member 3
Board member 4
Board member 5
Board member 6
Board member 7
Guests:
Guest 1
Guest 2
Members not in attendance:
Absentee 1
Absentee 2
Absentee 3
CEO's Report:
Item and its details
Item and its details
Item and its details
Other leadership reports:
Item and its details
Item and its details
Item and its details
Main motion: It was decided by the board (4:3) that we would go with the XYZ plan proposed by Jane Doe.
Announcements: Next board meeting will be held on (DD.MM.YYYY) at the (HQ) located at (City) beginning at (HH:MM) and is being presided over by (Chairperson).
Adjournment: HH:MM, DD-MM-YYYY
Template 4: Problem-solving meeting
Date & Time: HH:MM, DD-MM-YYYY
Problem statement: The issue which needs to be resolved along with the necessary context for unfamiliar stakeholders.
Main POC: Jane Doe
Solutions offered:
Solution 1 (by Jane Doe)
Solution 2 (by Jim Doe)
Solution 3 (by John Doe)
Follow-up plan:
Action (deadline DD-MM-YYYY)
Action (deadline DD-MM-YYYY)
Action (deadline DD-MM-YYYY)
Summary: A short and concise summation of the meeting.
Template 5: Regular stand-up
Date & Time: HH:MM, DD-MM-YYYY
POC: Jane Doe
Critical Metrics:
Metric 1
Metric 2
Metric 3
Department/Attendee roundtable:
Jane Doe:
Recent wins
Win 1
Win 2
Current priorities
Priority 1
Priority 2
Priority 3
Current blockers:
Blocker 1
Blocker 2
John Doe:
Recent wins
Win 1
Win 2
Current priorities
Priority 1
Priority 2
Priority 3
Current blockers:
Blocker 1
Blocker 2
Next steps: List of action items to be executed before the next stand-up.
Action item 1
Action item 2
Action item 3
Summary: A short and concise summation of the meeting.
Conclusion
So those were five meeting minutes templates to help you start taking practical meeting notes. Use Routine's in-meeting notes feature to get the most out of the meeting experience.
If you still need to sign up for Routine, click here.
Thanks for reading.
