How to Organize Meeting Minutes Using Word

By Lynne Pettus

Meeting minutes should detail discussion, decisions and actions taken. Use Word 2013 to format and create relevant meeting minutes for your organization.

Things You'll Need

  • Meeting Notes
  • Participants and absentee contact information
  • Microsoft Word (this tutorial is specific to Word 2007)
  • Internet access

If you think that a "committee is a body that keeps minutes and wastes hours," then you're in company with dozens of readers from at least 1934 to the present.

In the real world, however, keeping minutes should help you save hours -- hours wasted trying to remember who decided what, when and why. When it's your job to write and maintain the minutes for an organization, first determine what elements your minutes need to include, and then find or create a template that includes those elements.

Why Minutes Matter

Meeting minutes provide transparency in your organization's decision-making and serve as an important record of the decisions a group makes. They also make members accountable by clearly stating any actions members have agreed to take. Over time, they are a resource for the history of an organization, helping new members come up to speed with issues and decisions and providing a window into the growth of an organization. Depending on your organization's complexity and focus, minutes may be either a concise summary or a detailed accounting.

Elements of Effective Minutes

Regardless of your organization's size or the number of people in your meeting, the minimum amount of information that meeting minutes should include is:

  • Date, time and list of attendees
  • Update/recap of the previous meeting's minutes
  • The meeting agenda
  • A record of any decisions or votes
  • A clear statement of any action items, or "to dos"

If your organization needs precise accountability and detailed minutes, Robert's Rules of Order, commonly used by organizations as a guideline for running meetings, defines the important elements and forms of minutes.

Using Word Templates

Word offers a range of templates for meeting minutes.

Step 1

Select File and then New. Enter "minutes" as a search term and press Enter. This search returns a few dozen templates, 12 of which are specific to meetings, some labeled as "formal," some "informal" and some specific to organizations such as PTAs. For meeting minutes, narrow your search by selecting Meeting in the right sidebar.

For the purposes of this example, click Formal Meeting Minutes in order to consider the most robust set of elements to include, and then click the Create button to launch a Word document based on this template.

Step 2

Evaluate the template for relevant elements to include.

Analyze the template and consider the elements to include, given your organization's needs. For a more casual gathering, you might, for instance, replace the Call to order section with a more informal section that includes just the meeting date, location and time, or replace the Roll call section with simple list of attendees.

Step 3

Add content specific to your organization.

Replace the text fields with content relevant to your organization by double-clicking on the placeholder text and typing your own content. For instance, click on the list item Open issue/summary of discussion and enter your own text.

Many templates, including this one, contain fields for data, such as the organization name, officers or certain common elements. After you enter text into a field, that text populates all instances of the field -- for instance, "Secretary Name" is a field that, after you enter "Benjamin Franklin," populates every other instance of that field.

Step 4

Record important decisions.

After each point, detail important points of the discussion as well as the final decision or action required. Consider using sub-heads such as "Discussion" and "Action" to help ensure that you address the salient points.

Tip

Most templates make use of Word styles. For instance, the numbered items under Open Issues and New Business have the List Number applied. Clicking Enter after these lines adds another List Number line. To add content underneath an item without adding another numbered item, change the style to Normal in the Styles group, and increase the indent using the Increase Indent button in the Paragraph group.

Creating Your Own Minutes Template

While using a ready-made template is likely faster, you can instead create your own meeting minutes template and then re-use it for each meeting.

Step 1

Style your title as a Heading 1.

Open a Word document, select Heading 1 from the Styles group on the Home tab and enter your organization's name.

Step 2

Add placeholders for your primary sections.

Add placeholders for your primary sections, applying Heading 2 if desired. These sections should reflect your own organization's requirements and should be consistent from meeting to meeting.

Apply Word styles as needed. To apply a style, for instance, a bulleted list style to agenda items, open the Styles sidebar by clicking on the arrow icon in the Styles group, and find and select a style.

Tip

Save your document as a template, either after creating your primary sections or after adding some other common data, such as attendees or officers. To save a document as a template, choose File, Save As and then Computer to save it to your computer rather than the cloud or a server. Browse to any convenient place -- it doesn't matter what folder you save it in because saving it as a template overrides the selected folder.

From the Save as Type drop-down, select Word Template (*.dotx) to save it as a DOTX file, or template. Word automatically saves it in your Custom Office Templates folder. To use it later, select File, New and then click Personal to access your own custom templates.

Step 3

Enter specifics under each section.

Enter the specifics under each section. Address any point brought up during a meeting discussion that would help clarify the decisions should your committee or others need to revisit or understand your organization's history.

There is no single way to organize minutes. In this example, we have separated the agenda itself from the discussion, but you could combine these two elements instead.

Tip

Pressing Enter after a styled line usually continues the same style, depending on the style properties. To quickly revert to the default Normal style, press Enter twice.