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Here are the most important steps you should follow to make sure your minutes are comprehensive and reliable: Note the finer details. ... Summarize the meeting goal. ... Recap the previous meeting. ... Detail the agenda items. ... Define the action items. ... Use a pre-built template. ... Assign responsibility and deadlines.
Include the date, time, and location of the meeting, the name of the chair and attendees, the agenda items and main points of discussion, the decisions made and rationale behind them, any actions assigned with deadlines for completion, issues raised or unresolved, and any follow-up items or recommendations.
How to use action items for meetings Record action items. Each time you agree on an action item, record the task. ... Discuss the purpose. Once you've recorded an action item, discuss why it's necessary. ... Assign action items. ... Agree on due dates. ... Specify the next steps.
Write action items using an action item template. Start by using a meeting action item template such as this one: ?[TASK OWNER] will complete [SPECIFIC TASK] by [DEADLINE].? How you write action items is important. The task, its owner, and the deadline must be clear.
An action item is a single, clearly defined task that must be done. For example, a personal action item could be to walk the dog or to call mom. While action items help you keep track of and complete the things you need to accomplish in your daily life, they have a bigger importance in the workplace.