📋 Monthly Meeting Agenda
📝 Meeting Minutes
📋 Monthly Meeting Agenda
Monthly Planning & Progress Meeting
Think of it as your roadmap for the meeting — it’s the plan.
→ Used Before the Meeting
| Purpose | Details |
|---|---|
| 🗓️ Planning Tool | Shared with attendees before the meeting to set expectations |
| ✅ Structure | Outlines the flow of topics, speakers, and time allocations |
| 📣 Preps Presenters | Lets each person know what they’re responsible for |
| 📩 Professionalism | Helps your team stay focused and not miss key updates |
| 🧾 Print or Share | Bring it to the meeting or display on-screen during the session |
What’s Next? Meeting Minutes! (Next Tab)
📝 Meeting Minutes
Use the completed agenda during the Minutes:
→ Used During or After the Meeting
| Purpose | 🧠 Record Keeping | ✍️ Key Notes | ✅ Action Items | 🗃️ Archive | 📥 Distribution |
| Details | Captures what actually happened, not what was planned | Includes decisions made, ideas raised, or updates shared | Documents who is doing what and by when | Saved as an official record (for transparency, history, or compliance) | Sent to absentees or archived in your Meeting Binder or /meetings page |
Think of it as the official record — it’s what actually happened.
Ready to begin?
Monthly Meeting Minutes
(For use after each Monthly Team Meeting — attach to / archive in Monthly tab)
Review Prior Months: