A well-structured Meeting Notes Template With Action Items is essential for documenting the outcomes of meetings and ensuring that tasks are assigned and followed up on. Here’s a comprehensive guide on how to create a professional template using WordPress format:
Template Structure
Download Printable Meeting Notes Template with Agenda and Action
1. Header: The header should include the following information:
Meeting Title: A clear and concise title that reflects the purpose of the meeting.
Date: The date the meeting was held.
Time: The start and end times of the meeting.
Location: The physical or virtual location where the meeting took place.
Attendees: A list of all participants, including their names and affiliations.
2. Meeting Objectives:
Clearly state the goals and objectives of the meeting. This will help keep the discussion focused and ensure that the meeting is productive.
List the topics that were discussed during the meeting, along with the designated time for each item.
4. Meeting Summary:
Provide a brief overview of the key points discussed during the meeting. This should be a concise summary that captures the main themes and decisions made.
5. Action Items:
This is the most critical section of the template. List all the tasks that need to be completed as a result of the meeting. For each action item, include the following information:
Task: A clear and concise description of the task.
Owner: The person responsible for completing the task.
Due Date: The deadline for completing the task.
Status: The current status of the task (e.g., pending, in progress, completed).
6. Next Steps:
Outline any follow-up actions or decisions that need to be taken after the meeting.
To create a professional and trustworthy template, consider the following design elements:
Font: Choose a font that is easy to read and professional, such as Arial, Calibri, or Times New Roman.
Font Size: Use a font size that is large enough to be easily read, but not so large that it takes up too much space.
Line Spacing: Use single or 1.15 line spacing to improve readability.
Margins: Use consistent margins on all sides of the page.
Headers and Footers: Use headers and footers to include page numbers, the meeting title, and other relevant information.
Color Scheme: Choose a color scheme that is professional and easy on the eyes. Avoid using too many bright or contrasting colors.
Additional Tips
Use Consistent Formatting: Use consistent formatting throughout the template for headings, subheadings, bullet points, and numbered lists.
Proofread Carefully: Proofread the template carefully to ensure that there are no errors in grammar or spelling.
Make the Template Accessible: Ensure that the template is accessible to people with disabilities by using appropriate headings, alt text for images, and other accessibility features.
Consider Using a Template Plugin: WordPress offers a variety of template plugins that can help you create professional-looking templates quickly and easily.
By following these guidelines, you can create a Meeting Notes Template With Action Items that is both informative and visually appealing. This template will help you document meeting outcomes effectively and ensure that tasks are completed on time.
