8.5 Taking Meeting Minutes
Message Strategy: Taking Meeting Minutes
Another document that is important in business contexts is meeting minutes. Meeting minutes are a written record that documents discussions, decisions, and actions taken during meetings.
Meeting minutes can be used as a reminder of particular actions taken, including when and why certain decisions were made. They can be a tool to keep organizational members accountable and for keeping up momentum on work being done. Minutes also are a good way for organizations to maintain transparency.
The key to writing good meeting minutes is to convey the important things that happened in the meeting as concisely as possible. That means that you provide enough information that if someone has to miss the meeting, they can learn what happened and what actions need to be taken moving forward.
Here are some tips for writing good meeting minutes.
Take Minutes in a Timely Fashion
If you are going to write good minutes, you will need good notes. So grab your pen and paper – or a computer – before the meeting starts and take notes during the meeting. Then finish the meeting minutes as soon as possible after the meeting while the discussions and decisions are still fresh in your mind. The sooner you write the minutes, the more accurate you will be.
Create a Header
At the top of the document, list the meeting title or subject for reference. Then note the date of the meeting at the top of the document. Also include “Minutes” as part of the header.
Add an Attendee List
Provide a list of attendees at the meeting. You may also note anyone absent. In an era of hybrid meetings, you may also want to indicate how each person joined (in-person or online).
For some meetings—like for a company-wide meeting—it may not be practical to list every attendee present. So in those cases, you may want to include attendee information in aggregate form. For example, you may simply list, “More than 300 employees in attendance.”
Record Discussion Points Concisely
The most difficult step of writing minutes is capturing the key discussion points and significant contributions made by participants at the right level of detail.
If you put in too much detail, your minutes will not provide a concise record and people will find it difficult to read. If you leave out too much detail you won’t have a sufficient record of what happened.
Think of the difference between these two minutes summaries:
Summary 1: The CEO presented an overview of the budget.
Summary 2: The CEO presented an overview of the budget. Even though revenues are up 5% this quarter, with rising prices for raw materials and shipping costs, overall profits are down 3%.
Document Decisions
Clearly state any decisions made during the meeting. Include the rationale behind the decisions, if applicable. Recording decisions and the reasoning behind then will help the group refrain from repeating discussion in a later meeting.
Assign Action Items
Note any action items assigned to specific individuals or teams, along with deadlines or due dates. Assinging action items will help the group maintain productivity outside of meetings.
Distribute the Minutes
Once you have drafted the minutes, distribute them to the meeting participants. Depending on the organization’s practices, you may circulate the minutes via email or share them through a document-sharing platform. You may also ask participants to review and send any corrections or revisions before a final version is approved. See the sample meeting minutes (Figure 8.9) below.
Figure 8.9 SAMPLE MEETING MINUTES
Diversity, Equity & Inclusion Committee
March 6, 2024 @ 1 PM
Meeting Minutes
In-Person Attendees: Jamie Robinson (Committee Chair), Avery Brooks, Quinn Brown, Isaac Martinez, and Sofia Ramirez
Online Attendees: Reese Cooper, Cameron Lewis, Casey Mitchell
Absent: Leila Hall, David Wagnall
Approval of Previous Meeting Minutes. The minutes of the February 3 meeting were approved.
Welcome to New Members. Jamie Robinson welcomed the committee’s two newest members: Isaac Martinez and Cameron Lewis.
Lunch & Learn Update. Sofia Ramirez reported on the February Lunch & Learn on Generations at Work. 42 people attended the event. Responses from the post-event surveys showed that people really enjoyed this session and learned a lot. The committee decided to repeat this topic next year.
The next Lunch and Learn is scheduled for March 18. The topic is Understanding Neurodiversity in the Workplace. There are 21 registrations so far.
Action Item: All members agreed to send personalized email reminder to their own department and encourage people to attend.
DEI Annual Celebration Planning. The DEI Annual Celebration scheduled for September 15. Celebration Co-Chairs Avery Brooks and Reese Cooper provided an update on logistics.
- The $20,000 budget request was approved
- The Downtown Conference Center has been reserved for September 15
- CEO Marli Gruen has committed to deliver the opening remarks
Committee members brainstormed conference themes and selected “Building Bridges” as the overarching theme of the conference.
Action Item: Casey Mitchell agreed to work with Avery to identify three prospective keynote speakers that will fit with the overarching theme. They will present the finalists at the next meeting and the committee will select their favorite.
Action Item: Cameron Lewis will get menus and price quotes from the two company-approved caterers. Menus must include vegan and gluten-free options. He will present the options at the next meeting.
Action Item: Quinn Brown will develop a mock-up of a logo for the conference and draft a Save the Date announcement to be reviewed and approved at the next meeting.
Reminders. Jamie Robinson reminded everyone to complete the Climate Survey by Friday.
Adjournment. The meeting was adjourned at 3:45 PM. The next meeting is scheduled for April 3, 2024.
Meeting Minutes Prepared By: Isaac Martinez