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Meeting Minutes Template Word & Excel
Meeting minutes template for Word and Excel: minutes for team meetings, minutes for board meetings with motions and votes, and an Excel tracker for action items and vote counts.
Preview
What's inside
- Meeting_Action_Items_Vote_Tally_Blank.xlsx
- Meeting_Action_Items_Vote_Tally_Example.xlsx
- Meeting_Minutes_Template_Blank.docx
- Meeting_Minutes_Template_Example.docx
What's inside:
- Meeting_Minutes_Template_Example.docx: filled-in team meeting minutes (Example Company LLC) and board meeting minutes (Sample Community Association, Inc.), one US Letter page each
- Meeting_Minutes_Template_Blank.docx: both minutes with [fields] to replace, plus a one-page fill-in guide
- Team minutes: date, time, location, facilitator, note taker, attendees, agenda, summary and decision per item, action items with owner and due date, next meeting, signatures
- Board minutes: call to order, quorum, approval of previous minutes, reports, each motion with exact wording and mover, votes for, against and abstaining, Carried or Failed, adjournment
- Meeting_Action_Items_Vote_Tally (Example and Blank, Excel): status drop-down and a flag (Overdue, Due soon, On track, Done) from an as-of date
- Vote tally: majority or two-thirds, of votes cast or of all voting members; shows votes needed and Carried or Failed, and checks the quorum
- Attendance and sign-in sheet
- Fill-in guide in every file: a “Fill in with AI” chapter with ready-made sentences for an AI chat assistant, matched to the template’s fields
Who it is for: team leads, project managers and board secretaries of nonprofits, HOAs, clubs and PTAs.
How to edit: Word files in Word, Google Docs or LibreOffice; Excel files in Excel, Google Sheets or LibreOffice Calc. Type in the yellow cells; the rest calculates by itself.
Format: US Letter (switch to A4 in Page Setup), 2 .docx and 2 .xlsx files, dates as MM/DD/YYYY. A practical aid, not legal advice; your bylaws come first.
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A template you fill in yourself — not legal or tax advice.