Meeting minutes template

Record decisions, action items and owners from team, safety or management meetings.

Use it on screen
Meeting minutes templateDetailsFor each agenda itemActionsClose🗒️
How to use itAssign a note taker, record decisions and actions rather than every comment, and send the minutes within a day.

Who needs a meeting minutes

Good minutes are short: what was decided and who will do what by when. Everything else is optional.

For safety committee or board meetings, there may be specific record requirements; follow them.

13 items. Keep it on a tablet, or print a copy for the clipboard.

Details

For each agenda item

Actions

Close

How to use the meeting minutes template step by step

  1. Share the agenda in advance.
  2. Record decisions in plain words.
  3. Give every action an owner.
  4. Send minutes within a day.
  5. Review actions first at the next meeting.

The meeting minutes on an ordinary week

A monthly managers’ meeting at a restaurant group decides to standardize closing checklists. The minutes assign the draft to the operations manager by the 15th and a review at the next meeting.

Why keep a meeting minutes

Minutes are the record of what a group decided and who owns each action, which is what keeps decisions from being reopened at the next meeting. For corporations and LLCs, minutes of owner and board meetings are also part of the formal records that support the company’s separate legal status.

Filled-in sample

Meeting Monthly managers’ meeting, Urban Eats Group, Chicago
Date and place March 4, 9 am, main office
Chair and note taker Sara chair; Lee notes
Attendees and apologies Sara, Tom, Lee; Ana sent apologies
Item: closing checklists Decision: one checklist for all 3 locations
Action Tom drafts checklist, due March 15
Next meeting April 1; minutes sent March 5 by Lee

Ana missed the meeting, so the minutes sent the next day are how she learns about the new checklist and her role in testing it at the April review.

Frequent meeting minutes mistakes

Tailor it to how you work

Safety committeesRecord hazards discussed, actions taken and any requirements your state or policy sets for keeping minutes.
Nonprofit and company boardsNote quorum, motions and votes, and approve the minutes at the next meeting.
Pro tipRead the action list aloud at the end of the meeting. People correct owners and dates while everyone is still in the room.

Questions about the meeting minutes template

How detailed should minutes be?

Decisions and actions, not a transcript.

Who takes minutes?

A named note taker, rotated if you like.

When to send?

Within 24 hours.

Should attendees approve them?

Formal bodies usually approve them at the next meeting.

What should be left out of meeting minutes?

Leave out word-for-word quotes, side conversations and personal opinions. Record the topic, the main points, the decision and the action with an owner. For HR or legal topics, note only that the item was discussed and what was decided.

How long should meeting minutes be kept?

Board and owner meeting minutes of a corporation are usually kept permanently as corporate records. Routine team meeting minutes can follow your records policy, often a few years. Store them where the next chair can find past decisions.

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General information to adapt to your business. Examples on this page are fictional.