Meeting minutes are a powerful tool to record major information and outcomes that are derived from a meeting. When done well, it can help teams and organizations reach increased operational efficiency and success while leveraging clear feedback and cooperation. To support an organization’s effort, GPetrium has built a Meeting Minutes solution in excel and word. The Meeting Minutes Word template is a one-page document while the Meeting Minutes in excel facilitates meeting minutes creation and provides a solution to keep track of action items that arise from the meeting.
GPetrium’s Meeting Minutes Template is a free excel tool that facilitates the creation of meeting minutes and maintenance of key actions that have come out of the meeting. The tool consists of 3 key areas, the ‘Meeting Minutes’, ‘Action Items’ and ‘Config’. GPetrium has also released a premium version of the tool which features enhancements and new functionalities to drive further operational success including an attendance tracker and an enhanced Meeting Minutes sheet.
The report is segmented into 6 parts: Attendees, Supporting Material, Previous Action Items, Agenda, New Action Items and Notes & Commentaries.
Notes & Commentaries – gives the minute takers an opportunity to add extra points of what has been said so far, or to raise things that are important, but could not be added to the other parts.
For an easy print shortcut, press CTRL+P. Otherwise, go to File > Print. Once in the print pane, follow these settings: “print active sheet, collated, landscape orientation, letter, normal margins, and no scaling (as stipulated in the picture below).
The Action Item sheet provides space for the organization to keep track of historical items that have been agreed upon in each meeting. The database and dashboard capabilities help organizations dig into what matters, raising transparency and operational efficiency. Once you get acquainted with the columns and the structure of the data, start personalizing your tool by removing all pre-populated data from the database sheet and start filling in your data. If you have questions regarding the definition of a column, please refer to the following:
This section helps to configure the drop-down list for [Names], [Excused] and [Status]. If you would like to decrease or increase the number of options in the config tab, you will need to change the Data Validation for that column, please refer to the Q&A for more information on how to modify such columns.
Q: I have updated the dataset, unfortunately the Dashboard did not update. What do I do?
A: To maximize cybersecurity, the team did not use VBA/ macros for the solution. Therefore, in order to update the dashboard, you will need to go to ‘Data->Refresh All’.
Q: I tried to add a new drop-down item to the [Title] Config tab, unfortunately, it does not appear on the Sales Data.
A: The drop-down system is based on the ‘Data Validation’ excel feature, it restricts the entries based on a subset of cells that have been chosen. To recalibrate, you will need to choose all cells in that respective column then on the access toolbar go to ‘Data->Data Validation->Settings’ and change the Source to cover all the items you expect to have on the drop-down.
Q: On the ‘Dashboard’ tab, I have noticed 4 pivots in row 59. What are they for?
A: It is the backbone of all graphs used in the ‘Dashboard’. Do not remove it.
Q: What is the Date format used on the tool?
A: All dates are in DD-MM-YYYY and can be seeing by right-clicking the date and going to ‘Format Cells’