This template provides two options for meeting notes. Delete the option you’re not using.

<aside> 1️⃣ Use this template as a stand-alone page for a single meeting.

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<aside> 2️⃣ Recommended - Use a meeting database to record the meeting description, date, attendees and the summary of the meeting. Prior to your meeting, add the core information of your meeting in the database below then, hover over the Meeting Description field and click Open. Select the Meeting Agenda Template at the bottom of the page and you’ll have a fresh meeting agenda every time you need it.

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1️⃣ Stand Alone Meeting Template

Pre-Meeting Preparation

• [ ] Confirm meeting date and time with all participants
• [ ] Send out meeting agenda to attendees
• [ ] Gather necessary documents and reports for reference
• [ ] Prepare presentation materials, if applicable
• [ ] Set up meeting room or virtual meeting link

Meeting Introduction

• [ ] Welcome attendees and introduce new participants
• [ ] Briefly summarize the meeting's objectives
• [ ] Review and agree on the agenda

Shared Documents

• [ ] Share essential documents and links for the meeting
• [ ] Ensure everyone has access to shared digital resources

Project Updates

• [ ] Provide updates on current projects and progress