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Minute taking template

Practically Perfect PA

Each of the agenda items underlined and listed with details on what was decided, what was accomplished and the action points to take forward (with the initials of the person responsible for the action). It is a PDF which you can download and use for all of your meetings in the future. The name of the minute taker. Any other business.

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Ten tips on preparing board papers

Practically Perfect PA

Then add the number of each board paper to the correlating agenda item. Scan the final board papers into a PDF format for future reference. The agenda, action list and previous minutes should be the first three papers in a board pack. At least you know they have received it.

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More minute taking tips

Practically Perfect PA

As we all know, writing minutes is a fundamental part of an assistant role and a skill we have to get right. I have often sent a section of the draft minutes to the person who was reporting on that particular agenda item to review and make any changes before I sent the draft on to the chairman. Be prepared. A simple tip but a good one.

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Technology to help with minute taking

Practically Perfect PA

Noteshelf – Notes & PDF £3.99. The user can type their notes using the iPad keyboard, add photos, import and annotate PDFs, organise pages and tag each notebook. Through Meeting Gold meetings can be created, sent to the participant’s calendars, agendas can be created and changed prior to the meeting.

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