Meeting Summary Template

Here's an example of a document format that follows the principles outlined for providing better summaries to support decisions:


Meeting Summary Template

Date: [Insert date of meeting]

Platform: [Insert platform used for the meeting]

Attendees: [List all attendees of the meeting]

Goal: [Summarize the goal of the meeting in one or two sentences]

Considerations/Ideas:

  • [Insert bullet points of collected thoughts]

  • [Insert bullet points of collected thoughts]

  • [Insert bullet points of collected thoughts]

Next Steps:

  • [Outline the next steps that need to happen]

  • [Cross-reference to the next stage, the action plan, or the decision document]

RACI:

  • Responsible: [Insert name of the person responsible for driving the plan forward]

  • Accountable: [Insert name of the person accountable for the outcome]

  • Communicated: [Insert names of the people who need to be informed of progress]

  • Informed: [Insert names of the people who need to be kept informed of progress]

Deadline: [Insert deadline for next steps]

Priority Level: [Indicate the priority level of the action items: High/Medium/Low]

Background Information:

  • [List other relevant documents that provide additional context and might be helpful to explore further]

By following this template and filling in the relevant information for each section, you can create clear and concise meeting summaries that support decision-making and facilitate progress towards goals.



Peter Benei

Peter is the founder of Anywhere Consulting, a growth & operations consultancy for B2B tech scaleups.

He is the author of Leadership Anywhere book and a host of a podcast of a similar name and provides solutions for remote managers through the Anywhere Hub.

He is also the founder of Anywhere Italy, a resource hub for remote workers in Italy. He shares his time between Budapest and Verona with his wife, Sophia.

Previous
Previous

Guide to Running More Effective Meetings

Next
Next

The Complete Guide to Writing Guides, Manuals, and Policies for Your Team