Templates

Meeting notes, minutes & agenda templates

One format per page. Copy it, or let a recording fill it in for you.

How to write an action items list, with a template you can copy

A copy-paste action items list template, plus the four fields every item needs: a verb-first task, one named owner, a real date and a done-condition.

Board meeting minutes template, with motions, votes and a filled example

Copy a full board meeting minutes template: quorum, motions, vote counts, conflicts and in-camera sessions, plus whether to name the seconder, a filled example and two variants.

How to write an executive summary, with a template you can copy

A one-page executive summary template for a reader who was not in the room and has two minutes. Full structure, a filled example, and how to cut to 250 words.

How to write a follow-up email after a meeting (with 6 templates)

Six copy-paste follow up email templates for after a meeting: sales calls, interviews, networking, client check-ins. Subject lines, timing, a filled example.

A meeting agenda template you can copy in 30 seconds

A free meeting agenda template with timeboxed items, owners, pre-reads and a parking lot. Includes a filled example and four variants for different meetings.

A meeting minutes template you can copy, with a real example filled in

Copy a complete meeting minutes template, field by field, then see the same format filled in for a real meeting. Formal and short team versions included.

Three meeting notes templates you can copy today

Copy a meeting notes template that fits your meeting: the decisions and actions note, the Cornell split page, or the weekly check-in. With a filled example.

The meeting recap email template, with a filled example

Copy a meeting recap email template that covers decisions, owners and dates. Includes a filled example, three subject lines, and two variants you can reuse.

The one-on-one meeting template, with a filled example

A one-on-one meeting template you can copy today: the six-block standing agenda, a filled example, four variants, and the running doc most people skip.

A kickoff meeting template that stops the scope argument in month three

Copy a full project kickoff meeting template: why, done, scope in, scope out, roles, milestones, risks and the decisions log, with the same one filled in.

A sales call notes template that captures the buyer's own words

Copy a sales call notes template that captures pain, cost, decision process, budget and the buyer's exact words, with a filled example and three variants.

The user interview notes template that keeps the participant's exact words

A user interview notes template that keeps what people say apart from what they do. Copy the format, read a filled example, plus usability and churn variants.