Use the Meeting Minutes form to set up, record, and archive meeting details.

Answers the questions:
  • What was discussed at a meeting and who discussed it?
  • What decisions were made?
  • Which tasks were assigned to whom and when are they due?

Guidelines

  • Usually minutes are meant to be an outline of what happened in the meeting, not a record of who said what. Focus on recording decisions and action items rather than capturing the discussion.
  • Avoid personal observations and provocative language. Avoid unnecessary adjectives or adverbs. You may want to have the meeting leader approve the minutes before they are official.
  • Try to issue the minutes while the meeting is fresh in everyone's mind - on the same day or at least within 24 hours of the meeting is ideal.

How-to

  1. Set an agenda and list of attendees before the meeting.
  2. During the meeting, take minutes, including who attended, tasks assigned, and the dates that they are due.
  3. Complete the form with meeting information.

For more information, go to Insert and fill out a form.

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