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 4 Free Meeting Minutes Templates (+Tips & Tricks)
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4 Free Meeting Minutes Templates (+Tips & Tricks)

Download or use these templates for all sorts of meeting minutes: simple, basic, formal, and informal.

November 17, 2020
Rob Lennon
Customer Education Lead at Hugo
Marketer and author with experience spanning a diverse 16 years in retail and SaaS startups across healthcare, mar-tech, and ad-tech, and productivity software sectors.

Taking meeting minutes is a tough gig.

Do a great job taking meeting minutes, and you’ll probably not receive a ton of praise. People may note even notice your note-taking. At best, you’re a silent hero.

But if you do a bad job with meeting minutes, it’s a big risk. Important information can get lost, and if it does, that’s on you. In extreme cases, poorly-written meeting minutes may violate organization bylaws or legal requirements.

The real purpose of meeting minutes is to give everyone confidence that everything important will get recorded. Because they know that notes are being taken at the meeting, attendees can focus on the meeting itself without worrying about whether they’ll be able to remember everything that happened.

The easiest way to nail your notes for any meeting is with a meeting minutes template.

Definition: What are meeting minutes?

Meeting minutes are notes that are taken during a meeting. They summarize what was discussed and decided and what the next steps are. 

Generally, the meeting agenda forms the backbone of the meeting minutes. Some additional information is added based on what transpired during the meeting.

Meeting minutes often follow a formal structure, but sometimes these meeting notes are taken free-form. Most meeting minutes fall somewhere on the spectrum between totally formal and totally informal.

Formal Meeting Minutes

For some organizations, meeting minutes must follow certain standards of what information is recorded, including who is present at a meeting, what topics are discussed, and whether any votes take place. 

Because “meeting minutes” is a rather formal expression to begin with, usually anything referred to as meeting minutes have at least some formal aspect, although sometimes minutes are formal on account of using a meeting minutes template that has space for all of the expected information. To be compliant, all you have to do is follow the template.

Informal Meeting Minutes

In some informal cases, “meeting minutes” amounts to little more than a fancy way of saying “meeting notes.” It may just be a matter of expression of the person you’re talking with.

In others, the meeting minutes are rather structured and detailed, just not so much that it feels like they were written by a drill sergeant.

Whether your they are simple and basic, or just generally information, the minutes or notes of a meeting should still include summaries of discussions, decisions, and next steps as they come up in the meeting. But in these less formal situations, how this information is noted is mostly up to the person taking the meeting minutes, who is sometimes called the meeting’s “scribe.”

Why are meeting minutes called minutes?

While you might think “minutes” refers to a measurement of time, the word “minutes” actually originates from the Latin minuta scriptura, which means “small notes.” 

Take note (pun intended) of the word small here. With properly taken meeting minutes, there is no need to write every word spoken at the meeting verbatim. As minuta scriptura, minutes should be a condensed version of what happened, notes that provide an adequate summary that is easy to review.

4 Templates for minutes of the meeting

Going in order from the most formal to least formal, here are some different templates for meeting minutes:

  • Formal meeting minutes template
  • Informal meeting minutes template
  • Simple meeting minutes template
  • Basic meeting minutes template

Each template can be copied and pasted, downloaded as a Google Doc or Word document, or used in Hugo (meeting management software).

What goes in a formal meeting minutes template?

A formal meeting minutes template usually includes information like:

  1. The title, date, and time of the meeting
  2. An attendance list of everyone who is present at the meeting (and who is absent)
  3. A Call to Order
  4. Summaries of reports from officers and others
  5. A list of motions brought to the meeting, whether they were seconded or not, and vote counts
  6. Announcements
  7. Adjournment

These practices come from Robert’s Rules of Order, a framework for running meetings that gained popularity in the late 19th century and has persisted, to some extent, even until today.

Here’s an example meeting notes template for formal meetings:

Formal Meeting Minutes Template

ACME Corp.


MINUTES OF A MEETING OF THE BOARD OF DIRECTORS


September 5, 2020

A meeting of the Board of Directors (the “Board”) of ACME Corp., a California C-Corporation (the “Company”), was held on September 5, 2020, at the offices of the Company.


Attendence
- Voting Members: Larry Emerson, Marc Branson
- Guests: Amy Holmes, Tom Avery
- Voting Members Absent: None


Approval of minutes
‍A motion to approve the minutes of the previous August 5th meeting was made by Larry Emerson and seconded by Marc Branson.


Call to Order
‍Larry Emerson called the meeting to order at 2:00 p.m. and Tom Avery recorded the minutes. A quorum of directors was present, and the meeting, having been duly convened, was ready to proceed with the business.


CEO Report
‍Larry Emerson reviewed the agenda and welcomed everyone to the meeting. Next, Larry Emerson discussed the current status of the company and its progress. A number of questions were asked and extensive discussion ensued.


Sales & Business Development Update Report
‍Marc Branson next provided an update on the overall sales progress and sales pipeline of the Company. He also presented the status of business development discussions.


Financial Review Report
‍Marc Branson provided a comprehensive update on the Company's financial plan and forecast. Marc Branson also reviewed the Company's principal financial operating metrics. 


Motion #1: Approval of Option Grants
‍Amy Holmes presented to the Board a list of proposed options to be granted to Company employees for approval, whereupon motion duly made, seconded and unanimously adopted, the option grants were approved as presented in Exhibit A.


Announcements
‍None


Adjournment
‍There being no further business to come before the meeting, the meeting was adjourned at 2:45 p.m.


Still, many people who want to write meeting minutes aren’t looking for such a rigid framework. They always want a clear, professional-looking summary of the meeting. Their meeting isn’t being run according to Robert’s Rules or other procedures or bylaws that require such rigorous documentation. 

In these cases, informal meeting minutes are much more appropriate.

What goes in an informal meeting minutes template?

Just because your meeting notes are informal doesn’t mean they should be unprofessional. 

Informal meeting minutes still document all of the discussions and decisions that take place in a meeting. It’s just that they aren’t composed as if someone will get sued if the information is wrong.

For a fairly detailed informal meeting minutes template, here’s what should be included:

  1. The title, date, and time of the meeting
  2. Names of who attended the meeting
  3. What agenda topics were discussed
  4. A summary of discussions, if appropriate
  5. Include any decisions that were reached in your meeting minutes
  6. Note who is responsible for action items

As you can see, a lot of this information is similar to the formal meeting minutes template.

The other difference is the way in which this information is noted. For informal minutes, it’s usually okay to use less formal language as well, formatting a lot of the minutes in terms of bullet points and simple summaries.

Here’s a sample of that informal meeting minutes template. As you can see, it leaves a lot of room for the scribe to decide where to put information:

Informal Meeting Minutes Template

Attendence

  • Present:
  • Absent:


‍Discussion Topics


Decisions / Motions


Action Itmes


Announcements

What goes in a simple meeting minutes template?

For simpler meetings, you can remove some of the unnecessary parts of the template if that information is otherwise obvious.

For example, for small, recurring meetings, the titles of the meeting and who attends the meeting may be the same people every time. You can remove that from the template and focus mostly on the agenda and action items.

However, in this template, we add some information on what type of meeting it is (Update, Discussion, or Decision) as well as the meeting goal. This helps make sure everyone is clear about the purpose of the meeting before they show up.

Simple Meeting Minutes Template

Meeting type
Check all that apply.

  • Update
  • Discussion
  • Decision

Goal
‍Write the meeting goal here. (E.g. Discuss agency performance and decide whether to renew for another year.)


Agenda

  • Item one
  • Item two
  • Item three


Next Steps

  • @name task by Due-Date

What is the most basic meeting minutes template?

The biggest difference between a simple meeting minutes template and going super basic is how much you fill in. 

Both templates are about the same, but in the case of very basic meeting minutes, you don’t even need to summarize any discussions. Instead, use this template to focus purely on the outcome of the meeting.

Use this template for low-stakes meetings that still need to be documented. Say you’re having a meeting about where to have a holiday party, or what to do about a specific issue. Maybe it’s a meeting with one other person to make a decision. 

In the case of very basic meeting minutes, all you need from your meeting notes is a reminder of what you discussed, and a record about what you decided.

  1. Discussion topics (“agenda”) 
  2. Note the outcome of the meeting: Decisions and action items and who is responsible
Basic Meeting Minutes Template

Agenda

  • Item one
  • Item two
  • Item three


Next Steps

  • @name task by Due-Date

General tips for taking meeting minutes

  • Use the same template for your meeting agenda and meeting minutes. Save yourself some work. Set the agenda in the minutes template, and simply fill it in with more information as you take the meeting minutes.
  • Assign a scribe. Even if you are using an online document that is shared with everyone at the meeting, it’s usually helpful to have one person be responsible for the meeting minutes.
  • Take your notes digitally and online. Because meeting minutes must be safely stored and shared, it’s smart to take meeting minutes online. While notepads and Microsoft Word docs may be appealing, these kinds of documents require extra steps to save and share.
  • Use a template. Since meeting minutes follow a similar format for every meeting, a small investment in a template will save you heaps of time down the road. You can use the free meeting minutes templates in this article as a Google Doc, Word Doc, or in Hugo — or of course, copy what you like or design your own.

How do you share meeting minutes after a meeting?

First, depending on what kind of organization the minutes are for, an executive or Chair may need to approve the minutes for circulation. So make sure that you’ve followed any process that is in place.

As for the documents themselves, the actual way you decide to share your meeting minutes most likely depends on how tech-savvy your meeting participants are. 

For older, more traditional organizations, minutes are likely to be printed or emailed as a PDF or Word document. While this method works on the surface, it makes it hard to stay organized or refer back to minutes over time. 

It’s better to save all of your meeting minutes in a centralized place. Some organizations use folder-based file sharing apps like Google Docs or Google Drive, but there are some inherent issues with using folders to organize documents that should be considered before heading down this path.

If you meet frequently, or with different groups of people, consider an online sharing approach where you store minutes centrally in the cloud for better organization and access. For instance, Hugo is meeting management software that enables you to store, save, and share your meeting minutes easily. Hugo auto-organizes your notes based on your calendar so you don’t have to worry about putting your meeting minutes in the correct folder.

Summary

  • Meeting minutes are notes that summarize a meeting
  • It’s best to appoint one person as the scribe to do the note-taking for the meeting
  • Use a template for your minutes. Whether it is a formal, informal, simple, or basic meeting minutes template should depend on the type of meeting you are having
  • Store and share your minutes online so that they stay organized and can’t get lost
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Rob Lennon
Customer Education Lead at Hugo
Marketer and author with experience spanning a diverse 16 years in retail and SaaS startups across healthcare, mar-tech, and ad-tech, and productivity software sectors.

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