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Meeting Notes Examples: Four Formats, Filled In

Four meeting formats written out in full, so you can copy the one that fits your next meeting.

Þorsteinn Garðarsson 5 min read

Meeting Notes Examples: Four Formats, Filled In

Good meeting notes fit on one page and follow the same order every time: purpose, attendees, agenda, notes, a review of last meeting's action items, and an action plan that gives every task an owner and a deadline. Below are four meeting notes examples, filled in: a weekly team meeting, a client call, a one-to-one and a project kickoff.

What good meeting notes contain

  • The date, with a start and end time
  • The purpose, in one sentence
  • Who attended
  • The agenda, written as the questions the meeting has to answer
  • Notes: decisions and key facts, not a transcript
  • An action item review: what happened to the actions from last time
  • An action plan: each action with one owner and a deadline

The four examples below are illustrations with invented content. Copy the structure and replace the details with your own.

Example 1: weekly team meeting

PurposeAgree this week's priorities and unblock the launch checklist
AttendeesTeam lead, designer, two developers, support lead
AgendaLast week's actions; launch checklist status; open support issues
NotesChecklist mostly done; payment page copy still missing. Two support tickets point to the same login bug. Decision: fix the login bug before new features.
Action item reviewPricing page draft: done. Test accounts: still open, carried over.
Action planFix the login bug · developer · Wednesday
Send the payment page copy · designer · Tuesday
Set up test accounts · support lead · Thursday

Example 2: client call

PurposeConfirm the scope and timing of the spring catalog print run
AttendeesAccount manager, the client's marketing manager
AgendaPage count; proof dates; delivery address
NotesPage count stays at 48. The client wants a second proof round. Delivery goes to the warehouse, not the office.
Action item reviewPaper samples sent last week: received and approved.
Action planSend a revised timeline with the second proof · account manager · Friday
Confirm the warehouse address in writing · client · Monday

Example 3: one-to-one

PurposeReview workload and agree one development goal for the quarter
AttendeesManager, team member
AgendaWorkload; blockers; next quarter's goal
NotesTwo projects overlap in May. The team member wants to lead a client presentation. Decision: hand the internal report to a colleague.
Action item reviewTraining course: booked.
Action planReassign the internal report · manager · Friday
Draft an outline for the client presentation · team member · in two weeks

Example 4: project kickoff

PurposeAgree the goal, roles and first milestone for the website refresh
AttendeesProject lead, two designers, content writer, sponsor
AgendaGoal; scope; roles; first milestone; how progress is reported
NotesGoal: a faster site with fewer pages. Out of scope: the online shop. First milestone: page list approved by the 15th. A short check-in every Monday.
Action item reviewFirst meeting, so no earlier actions.
Action planDraft the page list · content writer · the 10th
Collect visitor numbers for the top pages · project lead · the 8th
Book the Monday check-ins · project lead · today

Meeting notes or meeting minutes?

Minutes are a formal record, common for boards, committees and public bodies: who attended, motions, votes and decisions, often approved at the next meeting. Meeting notes are a working tool for the people in the room. They can be shorter and less formal, and their value sits at the end of the page, in actions that have an owner and a date.

Copy the format, or use a notebook built for it

The format works in any notebook: draw the action plan as three columns (action, owner, deadline) at the bottom of the page, and open the next meeting by reviewing it. The Action Meeting Notebook from Action Day® prints the structure for you. Each spread gives you a meeting plan, a review of earlier action items, an action plan and a notes page, plus date, start and end fields, numbered pages and a table of contents, so a meeting from March is easy to find in June. It comes in 6×8 and 7×9 inches; planner sizes explained helps you choose.

For the habits behind the format, read how to take meeting notes that end in action items. Your own actions still need time on the calendar: give each one a Start & End Time, the TIMEBOX step of the Action Day® Method.

Frequently asked questions

What should be in meeting notes?

The date and time, the purpose of the meeting, who attended, the agenda, the decisions and key facts, a review of earlier action items, and an action plan. Each action in the plan needs one owner and a deadline. Leave out the play-by-play of who said what; it makes notes longer without making them more useful.

What is a good format for meeting notes?

Use the same order every time: purpose, attendees, agenda, notes, action item review, action plan. Keep decisions and actions where they are easy to find, at the top or in a clear block at the bottom. A fixed format means anyone can scan your notes quickly, including you six weeks later.

What is the difference between meeting notes and minutes?

Minutes are a formal record, usually for boards, committees or public bodies, listing attendance, motions, votes and decisions, and they are often approved at the next meeting. Meeting notes are informal working notes for the people who attended. They can be shorter, and their main job is to turn decisions into actions with owners.

How long should meeting notes be?

One page is enough for most meetings. Write decisions and actions first and keep background to a line or two. If the notes regularly run past a page, the meeting probably covered too many topics, or the notes are recording the discussion instead of the outcome.

How do I write an action item?

Start with a verb, name one owner and give a date: "Send the revised timeline to the client, account manager, Friday." A vague item such as "look into the timeline" has no clear finish, so it tends to return at the next meeting unchanged. Keep one owner per action, even when several people help.

Can I reuse one format for every meeting?

Yes. Change the agenda for each meeting and keep the rest of the structure the same, especially the action plan. A consistent format makes the action item review at the start of the next meeting quick, because last time's actions are always in the same place on the page.

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