Meeting Minutes and Planner

What It Is Used For

• To record meeting discussions, decisions, and future plans.

When to Use It

• During every team meeting.

Important Notes

• The Meeting Minutes & Planner worksheet doesn’t need to be typed up – often it is more effective to fill it out during the meeting and to make copies/distribute them at the end of the meeting.
• Be very clear on assignments; define who will do what by when.