You've run the meeting, now it's time to send a recap that everyone will actually read.
Using a template is the secret to sending clear and effective meeting minutes without the fuss, giving you a solid framework so you can just plug in the details.
Here are five go-to templates to cover any kind of meeting.
<template>
Subject: Project Update: [Project Name]
Hi Team,
Here’s a recap of our meeting on [Date] for the [Project Name] project. We covered our recent progress and outlined the next steps to keep everything on track.
Key Decisions & Outcomes:
Current Progress:
Action Items:
Roadblocks:
Please add any comments or corrections by [Date and Time]. You can access the attached [presentation deck or relevant document] here.
Best,
[Your Name]
[Your Position]
</template>
<template>
Subject: Recap from our [Team Name] Meeting
Hi Team,
Here’s a quick summary of what we covered in our team meeting on [Date]. The goal was to align on priorities and share key updates.
Key Announcements & Takeaways:
This Week’s Priorities:
Action Items:
For Discussion Next Time:
Please add any comments or corrections by [Date and Time]. You can find the [meeting recording or notes] here.
Thanks,
[Your Name]
[Your Position]
</template>
<template>
Subject: Recap & Next Steps: [Project/Meeting Topic]
Hi [Client Name],
Thank you for your time today. To ensure we’re aligned, here’s a summary of our conversation about [Project Name or Topic] and the next steps.
Key Decisions:
Action Items:
Here’s what our team will be working on next:
To keep the project moving forward, here are the items we’ll need from your team:
You can find the [presentation, mockup, or document] we discussed attached or linked here.
Please review and let us know if we missed anything by [Date and Time]. We look forward to making progress on this together.
Best,
[Your Name]
[Your Position]
[Company Name]
</template>
<template>
Subject: Minutes & Resolutions from the Board Meeting on [Date]
Hi Board Members,
Following our board meeting on [Date], here is a summary of the key discussions, resolutions, and action items. The goal is to provide a clear record of our decisions and outline the path forward.
Resolutions Passed:
Key Discussion Points:
Action Items:
The official minutes are attached for your records. Please submit any proposed corrections by [Date and Time]. Our next meeting is scheduled for [Date of Next Meeting].
Best regards,
[Your Name]
[Your Position, e.g., Board Secretary or CEO]
</template>
<template>
Subject: Sales Recap & Next Steps: [Date] Meeting
Hi Team,
Here’s a recap of our sales meeting today. We reviewed our pipeline, celebrated key wins, and set our focus for the week ahead.
Key Wins This Week:
Pipeline & Forecast:
Action Items:
The full notes and updated pipeline are linked here: [Link to CRM/Sales Dashboard]. Let’s keep the momentum going.
Best,
[Your Name]
[Your Position, e.g., Sales Manager]
</template>
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