Meeting Notes Template

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All templates

Meeting templates

Notes, minutes and agenda templates for the meetings people actually run. Every template has a blank version you can copy into Google Docs, Word or Notion, and a filled-in example.

Team and management

10 templates

All hands meeting agenda templateCompanies of 20 to 500 people, monthly or quarterlyAgenda · Template · Example

Department meeting agenda templateDepartments of 8 to 40 people with several sub-teamsAgenda · Template · Example

Level 10 meeting templateLeadership teams of 3 to 8 running on EOSAgenda · Template · Example

Management meeting template and agendaLeadership teams of 4 to 10 managers or executivesAgenda · Template · Example

Mentor meeting agenda templateMentees in workplace mentoring programs, graduate students meeting a supervisorAgenda · Template · Example

One-on-one meeting templateManagers and direct reports, weekly or every two weeksTemplate · Example

Operations meeting agenda templateWarehouse, plant, distribution, field service and facilities teamsAgenda · Template · Example

What is a skip level meeting? Template and agendaDirectors and senior managers meeting people two levels downAgenda · Template · Example

Staff meeting agenda templateOffices, clinics, shops and small businesses with 5 to 40 staffAgenda · Template · Example

Team meeting agenda and notes templateTeams of 3 to 12 people who work together every weekAgenda · Template · Example

Projects and agile

9 templates

Backlog refinement meeting agendaScrum and agile teams, once or twice per sprint, product owner plus developersAgenda · Template · Example

CAB meeting agendaIT operations and service management teams running a weekly change advisory boardAgenda · Template · Example

Daily standup meeting templateSoftware, operations and project teams of 3 to 10 working toward a shared goalAgenda · Template · Example

Planning meeting agenda template for quarterly team planningTeam leads and managers planning a quarter, season or half yearAgenda · Template · Example

Project kickoff meeting templateProject managers starting an internal or client project with a new teamAgenda · Template · Example

Project status meeting templateProject teams and stakeholders, weekly or every two weeksAgenda · Template · Example

Project meeting notes templateProject teams of 3 to 8 working through tasks together, weekly or as neededAgenda · Template · Example

Retrospective meeting templateAgile teams after each sprint, and any team after a project, launch or incidentAgenda · Template · Example

Scrum meeting template for sprint planningScrum teams, typically 10 or fewer people including the product owner and scrum masterAgenda · Template · Example

Clients and sales

6 templates

Client meeting notes templateAgencies, freelancers, consultants and account managersAgenda · Template · Example

Discovery meeting agenda templateAccount executives, consultants, agencies and freelancers on first callsAgenda · Template · Example

Marketing meeting agenda templateMarketing teams of 2 to 10, in-house or at a small businessAgenda · Template · Example

Business meeting agenda templateSmall business owners, partners and their key managersAgenda · Template · Example

QBR meeting agenda templateCustomer success managers and account managers with ongoing B2B customersAgenda · Template · Example

Sales meeting agenda templateSales teams of 3 to 12 reps carrying a monthly or quarterly targetAgenda · Template · Example

Boards, committees and governance

10 templates

Advisory board meeting agenda templateStartups, small businesses and nonprofits with an informal advisory boardAgenda · Template · Example

Corporate meeting minutes templateSmall and closely held corporations, including S corporations with one to a few ownersAgenda · Template · Example

Annual meeting agenda templateMember associations, co-ops, nonprofits with voting members, corporations holding a shareholder meetingAgenda · Template · Example

Board meeting agenda templateCorporate, nonprofit and small business boards of directorsAgenda · Template · Example

Board meeting minutes templateBoards of directors of private companies and corporations, board secretariesTemplate · Example

Board resolution templateDecisions you'll need to show or quote later: account signers, contracts, policies, officer appointmentsTemplate · Example

Bylaws templateNonprofit corporations, clubs, associations and volunteer groupsTemplate · Example

First board meeting agenda templateNewly formed corporations and nonprofits, founders serving as the first directorsAgenda · Template · Example

LLC meeting minutes templateMulti-member and single-member LLCs, member-managed or manager-managedAgenda · Template · Example

Nonprofit board meeting minutes templateNonprofit and charity boards, volunteer board secretariesAgenda · Template · Example

School, community and family

9 templates

Church meeting minutes templateChurch councils, boards, sessions, vestries, deacon boards and their clerks or secretariesAgenda · Template · Example

Club meeting agenda templateHobby, sports, book, garden, photography and student clubs, and their officersAgenda · Template · Example

Committee meeting minutes templateStanding and ad hoc committees of boards, nonprofits, associations and schoolsAgenda · Template · Example

Family meeting agendaParents and kids, roughly age 4 and up; also blended families and households sharing a homeAgenda · Template · Example

HOA meeting minutes templateHOA and condo association boards, community managers, board secretariesAgenda · Template · Example

IEP meeting agendaParents and guardians; teachers and case managers can use the same headingsAgenda · Template · Example

PTA meeting agenda templatePTA and PTO secretaries, presidents and executive boardsAgenda · Template · Example

Teacher meeting agenda templateGrade-level teams, subject departments, PLC teams and team leadsAgenda · Template · Example

Union meeting agenda templateUnion locals, recording secretaries, stewards and executive boardsAgenda · Template · Example

Industry and operations

4 templates

Restaurant meeting agenda templateRestaurants, cafes, bars and hotel food and beverage teams, front and back of houseAgenda · Template · Example

Safety committee meeting minutes templateWorkplace safety committees in manufacturing, warehouses, construction, healthcare and facilitiesAgenda · Template · Example

Toolbox meeting templateConstruction, maintenance, utility and field crews, at the start of a shiftAgenda · Template · Example

Construction meeting minutes templateGeneral contractors, project managers, owner's reps and architects on active projectsAgenda · Template · Example

General templates

12 templates

Meeting action items templateAnyone who runs a recurring meeting, and secretaries who add action items to minutesAgenda · Template · Example

Meeting agenda templateAny recurring or one-off meetingTemplate · Example

Meeting agenda template for ExcelLong or packed meetings where items move around: workshops, planning days, training sessionsTemplate · Example

Meeting minutes templateCommittees, nonprofit and volunteer boards, formal team meetingsAgenda · Template · Example

Meeting minutes Excel templateOperations, facilities and project teams with many follow-ups per meetingAgenda · Template · Example

Meeting notes templateAny meeting that ends with decisions or action itemsTemplate · Example

Notion meeting notes templateTeams that already plan and document work in NotionAgenda · Template · Example

OneNote meeting notes templatePeople who already keep work notes in OneNote, especially with an Outlook calendarAgenda · Template · Example

Meeting sign in sheet templateAssociation and board meetings, trainings, public meetings, volunteer and member meetingsTemplate · Example

Meeting summary templateAnyone who runs a meeting and sends the follow-upTemplate · Example

Printable meeting agenda templateIn-person meetings where laptops stay closed: volunteer groups, committees, crews and staff huddlesTemplate · Example

Printable meeting minutes templateVolunteer groups, small committees, clubs and anyone taking minutes on paperAgenda · Template · Example