Meeting minutes sometimes seem to have become a “lost art”. I mean, they are not rocket science, rather a bit dumb. Let me therefore share with you the in my opinion essential points.
- If you want to follow only one advice, here it is: Write in a way that allows someone who has not attended the meeting to understand the minutes. This especially means that you must very carefully set the context for each topic. You get two things from that additional effort. Firstly, someone who has not attended the meeting will understand your minutes (surprise, surprise). Secondly, and perhaps more importantly, YOU will be able to understand your minutes in a few weeks. Chances are that you would not do so without setting context etc.
- There is no such thing as a meeting without minutes. Depending on the type of the meeting you can decide to just write a short email that sums things up. But something should be written! This is the only way to ensure that people have a common understanding what has been discussed and decided.
- Use a template, and please let it be the same template every time. It does not need to be extremely sophisticated but should support ease of reading. That means the reader should be supported in absorbing the content.
- Each entry is clearly marked as a certain type. Usually you find: decision, information, action item. Add others as you need them (sometimes “status” is a different category).
- Please only one (1) owner per action item. This person is responsible that the job gets done. This does NOT mean this person always has to do it in person (this is only one of several possibilities). He or she can also delegate it, do it together with someone else, etc. But he or she is responsible towards the meeting that the work is finished by the assigned due date.
- Each action item also has a due date. There must never-ever be an action item without a due date. Period. This due date does NOT get adjusted when it is missed. Otherwise the pressure to work hard will be lowered (you don’t want that, do you?).
- You should document who attended the meeting and who got informed about the outcome. So please put a list of attendees (also partial attendance, to be documented as such, counts) and a list of recipients into your document.
So nothing complicated here, right? One last word in terms of effort. Writing good meeting minutes takes time. Unless you are extremely fast, you can expect that the writing will sometimes take as long as the actual meeting. But this is normally time well spent. Especially if you are working for a client on a consulting project, you should be careful to document what was said.
So what should you do with those meeting minutes once you have finished writing them? Here is my take on it:
- Send them to the participants and ask them to check carefully
- Depending on when the next meeting occurs, people must either provide their feedback within a certain timeframe (I suggest 2-3 working days) or at the next meeting.
- If nothing has been brought forward within the agreed timeframe, the minutes are considered to be signed off. This is critical for projects with external customers, but also good practice internally.
You can probably refine most of my points and also add quite a few more. However, these are the basics and if you follow them, you are most likely well above the average standard.