Advertisement Following up your business meetings with minutes and notes is a sure way to keep all attendees on the same page with what took place and what happens next. To make It’s a skill which few people have perfected; the perfect meeting minutes. The record of events saves you headaches further down the line. Here's how you take effective minutes in a meeting. Easy, handy templates are available for a variety of applications. Here are 12 awesome options to get you started. For Microsoft Word Third-Party Templates Microsoft Word is probably one of the most popular applications for meeting minutes and the template options available are plentiful. Here are just a few templates that are effective and useful. From Vertex42, provides only a few sections which is just enough for small meetings. This is an easy to use Community meeting agenda template for meeting room resource scheduling and scheduling meetings. You can use this Community meeting agenda. Download free Meeting Minutes Templates for Microsoft Word. Basic, detailed, or based on Roberts Rules. This style works well for team status meetings, one-on-one get-togethers, and informal last-minute meetings. You can easily insert a short agenda, include action items, add attendees, and write up other notes as needed. For, this option also from Vertex42 lets you add information for more official meetings. Whether you are getting together with your department, staff, or committee, these additional details bring more formality to the document than the basic template. You can include names for who called the meeting, the timekeeper, and the note taker. You can also add an objective and meeting type along with decisions made during the session. This one also breaks down each agenda topic into its own section. You can then pop in the discussion, conclusions, deadline, person responsible, and action items for each topic separately. This format offers great organization of notes for project meetings where tasks are assigned and deadlines are crucial. Another attractive and useful template in Word 2016 falls into the PTA meeting category. It includes all necessary sections for principal and committee reports, budget details, and board information. Each area has a clean separation for easy reading and you can add information in either paragraph or bullet format. Obviously created for PTA meetings, you could also use this template for business meetings, conferences, or volunteer committee meetings with just a few adjustments to the section titles. For Word Online has a more basic format with a little bit of color. With sections for attendees, discussion, announcements, and roundtable, this is an all-purpose meeting minute format. You can easily use it for area, team, or department meetings. While you can edit and add your details to these templates using Word Online, you can also save them to and access them from Microsoft OneDrive for additional flexibility. For Microsoft OneNote Do you feel the need for an offline organization tool that also exists on the web? Surprisingly, Microsoft has come up with the perfect solution - OneNote. For capturing meeting minutes. With five built-in templates for business notes, you can choose from a basic to a formal look with sections to match. To access these templates in OneNote 2016, select Insert from the top navigation and then click Page Templates. You will then see a list of recently-used templates and an option to open all of them by selecting Page Templates in the drop-down box. For older versions of OneNote, begin by opening a new tab in your notebook. You will then see New Page on the right side and when you click the arrow, you will see a drop-down box where you can select Page Templates. Basic meeting minute templates are perfect for small team meetings or even a get-together with your boss. The two simple templates for OneNote have just three sections where you can add the agenda, attendees, and action items. Informal yet detailed meeting minute templates are ideal for those meetings that fall between a small team and a large group of executives. Along with the basic information, these templates include sections for announcements, discussion, previous actions items, and next meeting details. Formal meeting minute templates are normally used for executive, board, or official meetings with many discussion points. This OneNote template includes sections for opening and closing the meeting, pending issues, new business, and approvals, in addition to the basics. For Evernote If Did you know that the latest tools and features in Evernote make it a very useful application for managing meetings?, a couple of meeting minute templates are available on the. A nice feature of these templates is that they include both a meeting agenda and meeting minutes. To save and use a template, select Save to Evernote from the top right of the template preview page. You will need to log into Evernote, unless you already are. Next, choose the Notebook from the drop-down box where you want the template saved. When you access your Evernote account, you will see the template in your list of notes for the applicable Notebook. From there, just add your details as needed. The first template is that includes agenda and action items, each within a clean table structure along with checkboxes for completed items. There is also a small section for free-form note-taking. This type of format is useful for most small to medium sized meetings that are considered informal like team or weekly updates meetings. The with three main sections for agenda, notes, and action items. This option is more useful for extremely informal or quick one-on-one meetings due to its simple structure. The convenient thing about using Evernote for your meeting minutes is that you can If a meeting is well organised, there's no reason it can't enhance productivity, sense of purpose, and morale. Here are some rules to follow for effective meetings. Directly through the Evernote application. Plus, you can take advantage of Evernote’s attachment and reminder features. For Google Docs If you prefer to use Templates can save you lots of time. We compiled 24 time-saving Google Docs templates for work, health, home, and travel. Get on with your projects, rather than struggling with putting together documents., meeting minute templates are readily available. To access your options, and at the top under Start a new document, select the More arrow to expand the section. Then, scroll down to the bottom under Work and you will see a few meeting note templates. The three templates have a somewhat informal look and feel, so you can use them for most any type of meeting from casual to formal. With necessary sections for agenda, attendees, action items, notes, and next meeting details, these options are well organized. The only difference between the three templates is the font and color scheme. What Is Your Favorite App for Meeting Minutes? Whether When it is time to plan a meeting, you should not have to waste time creating an agenda from scratch. Many meeting agenda templates for Microsoft Word can get you off to a great start., OneNote, Evernote, or Google Docs for your meeting minutes, each has attractive, organized, and helpful template options. And if none of the available templates suites your needs, you can always import a third-party template and make it work with your favorite Learn how to take notes the right way. Here are some of the most effective tips for becoming a digital note-taking pro. Which is your favorite application for this business task? Do you have a standard template for it that you use regularly? Share your thoughts with us in the comments! Advertisement When it is time to If a meeting is well organised, there's no reason it can't enhance productivity, sense of purpose, and morale. Here are some rules to follow for effective meetings., whether for business or otherwise, you should not have to waste time Templates can save you lots of time. We compiled 24 time-saving Google Docs templates for work, health, home, and travel. Get on with your projects, rather than struggling with putting together documents. Many meeting agenda templates for Microsoft Word can get you off to a great and efficient start. Team Meeting Agendas Team meetings can often have a more casual feel to them. The following templates reflect that style and are effective tools at the same time. The from TidyForms provides an informal look and feel with a bit of color, while getting the job done. Each agenda topic includes a spot for the team member’s name along with a helpful checkbox. This alternative from TidyForms has a very organized look, feel, and format. With a basic gray background, the table structure works well providing a comprehensive agenda. Staff Meeting Agendas For meetings with your staff, these templates include all of the information you need. With both physical location and conference number details, attendee and presenter name fields, and clearly marked sections, you can just swap out the details as needed. Vertex42’s is in a classic outline structure which makes it easy to read. The second from Vertex42 has the same header as the outline template above, but encompasses the body in a table structure. For many, this provides a cleaner and more professional view. The from TidyForms contains details for treasurers, administrative reports, approvals, minutes, proposals, and much more in its three pages. With a simple outline format, it is both easy to edit and read. Seminars and Client Meeting Agendas When you are planning a meeting or seminar and the agenda is itinerary-based, then the format needs to reflect that. This from TidyForms is effective for those types of meetings. With times listed on the left and titles for those time periods in bold font, it allows the attendees to clearly see what events are happening when. Another from TidyForms achieves the same task by highlighting the times and events. For use with smaller amounts of details, this template is an effective option. Committee and Community Meeting Agendas For church, school, and homeowner’s association or committee meetings, these two templates provide the essentials. Just swap out the title, dates, location, and names as needed. Both templates are from Vertex42 and are only different in their format. The is in a classic outline structure which is a format most are accustomed to already. The alternative has the same header as the outline template above, but the body is within a table structure instead. For many this provides a simpler view. Specific to Word 2016 If you are using Word 2016, you already have access to several useful meeting agenda templates. Simply go to File > New to open the template section. Type in the word Agenda to view the available selection. Formal and Informal Meeting Agendas From board meetings to those for small teams, Word 2016 provides nicely-formatted and easy-to-use agenda templates. The formal meeting agenda template is in a nice outline format with Times New Roman font for a classic look and feel. The basics include roll call, approval, open issues, and new business. The informal agenda template is ideal for team meetings. It has a clean interface in a table format, which makes it easy to enter information, and the date field uses a convenient drop-down calendar. Community, Committee, and Itinerary Meeting Agendas For How do you manage a team of people who are spread out geographically? How do you co-ordinate international time zones? The concept of working via the Internet has begun to creep into the everyday workplace., an attractive agenda that is also functional is the way to go. The community meeting agenda is set on a nice artistic style background for a classy look. The necessary items are all included, such as roll call, old and new business, and calendar. This template also has options to include chairperson and treasurer reports. For Online tools and resources for organizing effective meetings are wide and varied, and extremely useful. With sites like MyCommittee.com you can reduce the need for back and forth emails and forwarding documents to pull together., the template titled PTA Meeting Agenda works well. This is an itinerary-based template, so it is easy to scan and view what is happening at specific times. If you are planning an all-day meeting, seminar, or one-on-one appointment, this client visit template is time-based like the PTA Meeting Agenda and provides a very simple format. The date field is a drop-down calendar making it simple to pop in the date. Do You Prefer Templates or Creating Agendas From Scratch? Some people enjoy Did you know that the latest tools and features in Evernote make it a very useful application for managing meetings? And if you do not plan meetings frequently, then it makes sense, especially if you like doing it. But, if you plan meetings on a constant basis, In project management, preparation is half the battle. To organize and document your project, you may need many different reports, forms or plans. We have compiled a selection of Word templates to get you started. And energy, allowing you to spend more time on important tasks. What are your thoughts on meeting agenda templates? Do you think they save you time or are you better off creating your own? Please share your comments with us below! Image Credit: by Andrei Rahalski via Shutterstock.
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